Method Community

When I try to go to an invoice in edit customer transaction section I get a message that the tab link was not found. When I check the tab link in Customer Tab links the invoice screen is assigned to the correct Invoice (2) screen. why would the link be broken?

Dang. Wasn't aware of that. I certainly didn't want to feel special re: this issue. We never did look at my Method QB Sync. settings yesterday but there's nothing special there, I don't think. One thing I noticed in my AuditTrail immediately after the record update goes through (the record with blank values) is the message ...

I send a newsletter each month. Each month I have new leads and contacts. I do not see where I can select the newest non invoicable clients for the export file. The list builder also contains some business contact emails that I must edit out before using the list.  do not wish to re-edit them every month.  Can I edit the list builder to ...

Thanks, Once I rebuilt the listbuilder table, it worked fine. tom

Just to clarify, I haven't come across anyone else experiencing this issue, and we haven't been able to replicate it on our end so it seems to only be affecting your account. That's why we started the screen sharing session; to see it happen along with checking to see whether the QuickBooks or Method settings played a ...

Yeah, I saw that. Thanks for the help yesterday. Good luck on fixing that bug. I wouldn't think that would be a difficult fix. A few more unit tests and perhaps some minor refactoring on the sync engine code should do it. I'm just glad the issue will be addressed and no other Method customers will have to spend a day spinning their wheels ...

Mary, Try this and let me know the outcome. View your employees in Method, check out only the one's that don't show up on the Users screen. If they don't have an email address then that's the problem, you need to add one for them to show up. If they do have an email address then just edit it by adding or removing a character ...

Hey Blake, As stated on our phone call yesterday I've created a ticket for our dev team to investigate this issue and will email you an update ASAP. - Ashur

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Activity Fixed (#4005) - when opening an existing activity in a pop-up, the activity type was always being set to “Other”, ouch! We’ve now updated this so that this type is only ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Activity New - the entire layout of the activity screen has been redesigned to provide better workflow while keeping existing functionality. Some of these changes include the following: (QBD) the ...