Method Community

Just to confirm, when you create an Invoice in QB with a Group Item and save, the tax code is overwritten with the correct one? when the invoice is created there? But when the invoice is created in Method is when the tax code is not overwritten for the Group Item? - Ashur

Mary, You should be fine to install it.  We haven't had anything reported about the plugin and Windows 8.   - Adam

[quote user="mlongacre"] Is anyone successfully using the Outlook plugin on a Windows 8 computer?  [/quote] I'm using it on Win8 Pro with no problems however I'm using the new Outlook 2013. I did not try older Outlooks.

Neil, Just so I understand correctly, you essentially want to survey customers based on the items the estimates are based off of.  Am I correct here?  If the info is already stored in a grid, it is already stored in a table. I don't see why you need to create a new table.  I am thinking you can store the recordID for each ...

Is anyone successfully using the Outlook plugin on a Windows 8 computer? 

Take a look at my example for the Send Email option. You'll notice when you click the Email To: dropdown list you're presented with 6 different choices. Here's a rundown of those choices. Type In - This one is pretty self explanitory; just type in what you want and this will be "hardcoded" to this specific ...

We received the following question from Angie: [quote]Can we include Contacts' address information in the List Builder so we can export the list and mail them cards?[/quote]Hi Angie, Yes this can be done through customization. You would first need to make a copy of the stock CRM_ListBuilder screen, then edit the ListBuilder grid and add the ...

I don't believe you can edit the values in that grid to only show active employees only. What you can do is edit the screen and add a second resource in Step 3: Choose Resources.  You can add the 'IsActive' field as an additional resource. You can then type "True" in the grid to show only active employees. - Adam 

Yes, we're using QuickBooks Canada. So if an item has a basic GST tax applied to it, but the invoice is in an HST province, the HST for the customer overrides the GST for the item on the invoice. The problem is that this doesn't happen for groups, and I don't think you assign a tax code to a group. The tax code for each item shows up ...

Are you using the Canadian edition of QuickBooks by any chance? The reason I ask is because the QuickBooks SDK is very picky for QB Canada (and I'm assuming other International versions) when it comes to this.  I don't remember all the rules around it but QB Canada has different rules then QB USA. What I mean by that is ...