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Thank you - this will probably work for this scenario.
But, just in case for other times - is there a way to filter a dropdown similar to assigning a view on a screen load or something similar?
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One way you can do this is by adding a new field to the Vendor table which lists the names of your Method Users. Edit the CRM_VendorList screen to assign each Vendor the appropriate user. Now you can edit your Purchase Order screen and add a filter which matches the Vendor's assigned Method User with the currently logged in ...
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Full sync is working now.
I did what you did and it is still not working.When you click the save/back button you can see the check mark going away before the screen changes.
My account is open if you need to get in
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I did what you did and I cant do a full sync it says aborted
A Sync failed with Intuit Anywhere. An unknown error has occurred. Here's the response from Intuit that only geeks will understand: GetBaseURIFromUserRequest: Error: OAuth service is temporarily unavailable. xoauth_service_unavailable(detail One or more dependent services was ...
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For this client/user - they think these are the only ones he will need.
There is one other user (Admoin) who will have access to everything, but she will be working almost exclusively in QuickBooks at least for now.
As far as others in the future - now, it is a no, but you know how that changes!
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I am looking for some guidance in setting up a knowledge base for clients to access through a portal on my website. Can anyone direct me?
Thanks so much!
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Hi John,
So when you're creating a job site in Method it doesn't work? You have to manually go into QBO and enable the sub customer option? I am unable to replicate this issue. Created a sub customer in Method and performed a Full Sync, went to QBO and it shows correctly as a sub customer.
- Ashur
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Greetings,
Property management co that has 4 properties. I have one customer as the office then i have 4 customers that are the job sites
For the job site customers i check the box and choose the office customer or main customer. Been doing it this way for ...
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Additionally are there other users who need access to specific vendors as well or will there be in the future?
- Ashur
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Hi Annette,
Is this user only going to have access to these 8 vendors and not have access to the other current vendor, basically will this list be static or need to change over time?
- Ashur