Method Community

When you open your report, look at the Field List section, usually on the right side of the screen, and ensure you're using fields from the correct detail table. You want to use the fields from the InvoiceLine table and drag them to the Detail section of the report. Example below. + Company + Invoice + InvoiceLine <---- Expand ...

Thx for doing that....but go back and view that screen again. The data is back.

Just tested it using your QuickBooks_SalesOrder screen and it worked fine. Go to Customize > Screens and click the View button that comes up to the left when you hover over the screen name. Click the first Sales Order on the top of the list, last four digits are 0111, and you'll see I was able to save it with the Due Date, Customer ...

Thanks Ashur, I actually figured out the spacing, what I can't figure out , and is the bigger problem, is why it's repeating the same item row from the line item table, rather then listing each line item that is on the invoice. I have created this template in Report Designer. Thanks! Karen

I tried that but I recieve and incorrect output. I leave the include opt out and include no email unchecked yet the the output includes them. Please advise why those records appear when I have not requested that they be included? tom

Still a problem. Saved Sales Order table (no changes made) and tried to clear these fields but the values come back for some reason. Support is enabled. Account: TMC

Hey kdellaripa, Did you create the custom invoice template in QuickBooks or through the Method Report Designer? If It's the latter then open your report and check the properties of each of the line item fields, i.e. item type, description, quantity, etc. You want to make sure that the padding or border is not set to a crazy number which ...

Hey tom, You shouldn't be getting an errors when attempting to export your Contacts table. If you're consistently receiving an error please call in and speak to Support so we can troubleshoot the issue. In the meantime you can create your monthly newsletter campaign in Method under the Campaign tab and then use the List Builder ...

Awesome! Thanks!

Thanks Adam!