Method Community

QuickBooks Online requires an Item to be specified for each line item on an invoice I have an item specified for each line item on my invoices.  Is there a problem with the sync between my items in Method and QB? How can I fix that?

Hi swm023, Can you please provide the message that appears below the row and not from the More Info section. An example of the error message we require is attached below : 

this is the exact message Recommendation: use the Clear option. There is no field information for this record. This can occur when the conflict is a sync failure alert, or when the record in the table no longer exists.

Thanks Matt!  Additionally, if you click the Update Selected Work Orders... tab in the Work Order List screen and change the status (i.e. from Not Started to In Progress) the items will be copied in all updated occurences.  Jason

Hi swm023, Can you please provide us with the exact message or a screenshot you see in the conflict section located on the Quickbooks tab > Resolve Conflict tablink . - Sam.

John, For occurences of a series, job items get added to the work order in one of 3 ways: 1. You print a route list from the work order list screen. 2. You open the job on a mobile device. 3. You click the Copy job items from series button. To do what you are looking to do, you will want to mimick the logic of one of those action sets. before ...

Hi Marc, Are you using your custom table Equipment to store more data aside from customer username, password etc.? In the given case making the fields that the customer will be able to view or enter information into part of the customer table will be very helpful.  - Sam.

[quote user="bcr_garrett"] Is there any way to add other functions to these dynamically created "rows."  I would like to be able to average a column instead of subtotaling - but keep it in the grid for ease of exporting and printing if necessary. Any suggestiong? [/quote] Hi Garrett, Only subtotals may be part ...

[quote user="Method_Samreen"] We need to clarify if this is for the customer or for contacts? Are you trying to have the information displayed based on a customer level? So if any of the contacts under customer MyCompany login they will be able to view or edit the customers username, password etc. [/quote] This is what I am ...

My customers are syncing to QB online but my Invoices are not. When I do a sync I'm getting a message saying there are Invoice conflicts. They type says Addition and the message when I click on more info says:   Recommendation: use the Clear option. There is no field information for this record. This can occur when the conflict ...