Method Community

It has been several years and I have run into the same problem.  TIn QuickBooks, the Disount line item calculates the % discount based on the line above it. In Method, the % discount is calculated based on the total of all the line items.  I cannot think of a way to work around this so that the Discount line item is consistent between ...

[quote user="John M"]Can i do that now or hold off?[/quote] You can do it now but just beware that new features available in 2013 will not work with Method just yet.  I know 2013 added the ability to have multiple contacts on a customer so if you're using that feature you won't be able to sync that type of data to Method. ...

Or you could create the job in QuickBooks, if that's possible with your workflow?

Thanks Paul, good to know.  But it seems a bit counter-intuitive to hide the sync settings until after you've already done a sync!  I'm glad that I was able to find them.  I'd prefer that you have a "Show Sync Settings" link on that page right from the start.  For this client the primary issue is that we ...

It worked. Thank you

[quote user="MikeB"]The problem in QB is that when you create a new customer, you pick a sales rep.[/quote] Are you able to change the sales rep in QB and have that change stay?  I'm confused with how your sales reps change on sync - that really shouldn't be happening.  I know of no automatic process in QB that locks a ...

[quote user="dottie"]How can I minimize it?[/quote] Dottie, Instead of a percetage, use pixels.  When editing the grid on the column setup, uncheck the (as %) checkbox and type in a pixel width for the column you want to adjust.  This should give you better control over the width of the column - try it out and let me ...

I used retrieve value from table under the Job of customer field when text changes. It asks me From Table: Customer From Field: Parent Full Name Where Field: ? Value Is: ? Place Value In: ? I tried various scenarios but nothing worked.

My column width for go to in my job grid will not minimize when I change the percentage. It is one of the largest columns on my grid. How can I minimize it?

Greetings, I am getting messages to upgrade to quickbooks pro 2013. Can i do that now or hold off? Thanks! John M