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In the Loop Through Grid, after the InvoiceLine has been created, I'd create the relationship table record based on the SalesOrderLine RecordID and the InvoiceLine RecordID. But like I mentioned, that would only sort of get me there because when creating a fully custom table I can't define relationships in there with other tables, no ...

So I just went into your system and tried to do an activity. I created an email and tried all 4 of the existing templates you have -- aside from the invoice one (which we discussed), they all worked and autofilled correctly. What browser are you using? Is there a particular template in that list that the issue is happening for you? Note: ...

Thanks for letting me know. I'm going into your system to see if I can pinpoint the issue.

We keep receiving an error when trying to insert a handful of items into a sales order through method.  We currently have to go into QB and add these specific items before we can continue in method.  I have looked at the names of the items and everything else I could think of to determine why we are receiving this error.

Hello sbradley,    As the other forum post states, it's not a matter of Method developers creating the link between an Invoice and Sales Order.  It is a question if QuickBooks SDK allows Method to use the link.  It looks like the SDK does not allow third-party software developers to use the link.  Currently, I do not ...

I just wanted to post this publicly: Dear Method: You should know that Ben in your tech support team is outstanding. He is patient and he is willing to trouble shoot with me. He is as curious about why something won't work as I am. Ben's support is above and beyond what I expected. He listens to what I am trying to accomplish and he ...

I guess I dont under stand it. I have read he mail merge link and it sound like all i have to do it put in customer.FirstName, Customer.Ballance and it should pull the info from the correct tables.

Thanks Stephen and thanks Adam!   :)  Both ideas make sense and are logical.  However, I believe Adam's idea is more along the lines of which I was thinking so I'll give that one a shot first.  Thanks so much guys -- I learn more and more about the great capabilities of Method every day! Best, Dan

Thanks Ben, I think I've got it now!  I'll give it a shot and get back with you should I have any further difficulties. Thanks so much! Dan

Thanks Adam, I've now found and printed out the Price Levels information to which you referred in your response.  That's a big help and will manage the majority of our 700+ customers.  However, we still have a few that have very special pricing, such as our "founding clients", or those who came on board with us when we ...