Method Community

good answer.

John - Thanks for the help!  Chris - The To Be Printed and To Be Emailed checkboxes sync up with the same boxes in Quickbooks. Like John proposed, your customers can pay you through the Contacts Portal in Method if you set up a Payment Gateway. Click the link for some more information about how to set it up. Hope this ...

Spoke to soon, here's another update for you! We're looking into making this work as needed (Contacts being associated automatically and what not). Stay tuned for another update  - Ashur

Just got an update regarding this scenario; it's actually a limitation. What I mean by that is when you submit a new web-to-lead form, the information is sent over to your Method account and saved. The reason Activities/Opportunities/Cases aren't associated with the Contact is because that record doesn't exist yet in your Method ...

Adam, Wow! I didn't even think about this aspect, but it would make sense. Quickbooks is a great accounting tool, but beyond that, well... let's just say there's a reason why we're using Method. You guys rock! Thanks again for the help, and for the clarification. Best, Charles

Charles, Something I need to make clear is that this is a limitation of the QuickBooks SDK and not something our developers can link to.  This goes for all third-party applications.  While you may be able to see that information in QuickBooks, we are bound by what we can see via the SDK. - Adam

Adam & John, Thank you both VERY much for your help. So, it would appear that I do in fact need to create the invoices from Method rather than from Quickbooks to make this work, as the sales order number is pulled in dynamically from our website, and would like to avoid any extra steps in populating the invoice with manual data furthering the ...

Hi Charles, I've replied to the thread above.  Please post there if you have any questions.  Thanks. - Adam

Can I get a list of validation and error checks that are performed at the server when submitting a web form? We are building extra functionality (CAPTCHA etc...) and it could be quite useful. Thanks.

John M - Thanks again for the help. Charles, Unfortunately, there isn't any link between the Sales Order table and the Invoice table.  If you were to create an invoice from a sales order in QuickBooks, when the records are added to Method, there is no linking value to help you identify which sales order the invoice was created from. As ...