Method Community

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 ...

Hi there, Yes, this data certainly feeds into QB. You can access the time-tracking screen by changing from the CRM group or tabs to the QuickBooks group of tabs. Check out this help centre article and the great video that goes along with it. With some very basic customization you can add a button to export the data from the grid or use the ...

The following question came in vla If a customer needs to track customer job, Class and Payroll item, can this information feed to QB and can it be exported separately into an Excel document?

Hi Greg, Ok, that makes sense. Although since I can add stuff to pretty much any other table on the Method side for Method's exclusive use maybe the ability to do the same with the LinkToSalesOrder "entity" will be available in the future? I guess in the meantime I can either: 1) Add a custom field to InvoiceLine which has the ...

Hi Dan, For the first part of the question, I believe what you may be looking for are price levels. We have a blog post on Price Levels that can help you set this up.  As for the second part of your question, I'm quite sure what you're trying to do. Where are you displaying these prices? On the Edit Customer screen? If so, why? - ...

Stephen - Thanks for the input! Dan, There are few ways you can do this. Stephen's suggestion can be done. Another way would be to create two sections, each with a grid. One grid would be your editable grid with the fields you only want your one person to see. The other section would have a grid the rest would see (without the editable ...

Hello sbradley,       I found an older post discussing the issue here.  In summary, it may be a QuickBooks SDK limitation and you can do some configuration to get what you need in another way.      I have looked into this to see if I could do it.   First, the LinktoSalesOrder links to ...