Method Community

Hi Tom, There are a couple of possible reasons for this.  One could be conflicts.  Go to the Quickbooks tab > Resolve Conflicts.   If there are any conflicts there, those need to be resolved, especially if they are invoice conflicts as they may be preventing QB from syncing.  A good way to troubleshoot conflicts ...

One more thing...it seems no financial data at all is passing between method and quickbooks. All customer data goes fine but work orders and invoices created in the method portal do not get passed to quickbooks. Please respond.

You understand correctly; however, when I do as you have suggested the invoice does not post to quickbooks accounts receivable as it should. What am I missing. The invoice is created and is printed. We were advised that these items would posterd to quickbook without any additional syncing.

Hi Tom, Just so I'm understanding correctly, are you trying to create an invoice from a work order in Method?  If so, in the work order screen for Method, if you click the Activities button you are presented with a list of activities you can associate with the work order.  One of those activities is Create Invoice and it will ...

We recieved this email from Andrew: [quote]In Quickbooks, customers' invoices are directly associated with their respective customer records. My question is, when qb syncs with method, do the invoices 'go into' method so that invoices are right there?[/quote] Andrew, Yes, the invoices go directly into Method.  Once the ...

I may be missing something, but I'm pretty sure the Job of Customer box specifies the Customer, not the Job. Say for example I have a Lead called "Bob's Company" and Bob tells me he'd like to work with me. If I open "Bob's Company" and go to the Job of Customer box and type "Bob's ...

After completing a work order and instructing the item to be billed, it is unclear how to effective generate the invoice in Quickbooks. We have not been able to find a solution, can someone advise or direct me to the proper procedures for getting completeed workorders to sync and issue billable invoices. thanks tom

Shaun, The calculations in amount are done behind the scenes to ensure data integrtiy with Quickbooks.  Chad gives some good detail here about how and why it works like this.  My suggestion would be to hide all but the item, description and rate (hide the Amount field).  You can then rename the Rate field and ...

John, Thank you for your suggestion. How easy (or complicated for that matter) is that to do? I'm pretty new to this program and haven't had the time to figure everything out yet.

Hi, You wouldn't have to rename the lead.  What you should do is edit the Lead, and you'll see a section for Additional Info.  In this section there will be a dropdown box where you can link the lead to a job. You could still rename the Lead if you wish, but it's important to link the Lead to a Job using the ...