Method Community

Sorry to be more precise   Is it possible to change a job to a lead and have the lead still associate with the customer

[quote user="jeremy"]Number, 5,6,7 do not work. When I go to the drop down box, it doesnt say my name. It just lists my vendors.[/quote] In this case you need to make sure you add your employee's as sales reps so they're visible in that list.  To do this switch to the QuickBooks tab group (using the dropdown by your ...

Hi Karen, [quote user="kdellaripa"]I've gone to the Tables/Fields section for the InvoiceLineItem and clicked on Edit fields, but it won't let me edit that field.[/quote] Once a field is created there is no way to edit it, you're only allowed to delete it. [quote user="kdellaripa"]What can I do to change that ...

Prior to using Method we added leads directly to Quickbooks as a job under a customer, there are no transactions related to a job entered as a lead in Quickbooks  Is it possible to change the customer to a lead in Method?

Great to hear that solved it for you Rolf. Thank you for letting us know! Paul

When I create a new invoice in Method the invoice # field does not populate from Quickbooks automatically. Is this something that needs to be customized? I would like the invoice # for all new invoices to populate like they do in Quickbooks with the same series of numbers as if I would get if I would create an invoice on Quickbooks only.

Paul, I've just installed the new font, updated my cheque writer report, and things are working just perfectly now. Thank you so much for getting this issue resolved; I really don't know how I would have managed it otherwise. regards, Rolf

Chad, The screen I had the most issues with was the Edit Customer screen.  At one time I had 10 or so different copies, but now I'm at 4 so it's not that big a deal anymore. thanks, Rolf

just created a new customer and invoice for that customer in qb online but it is not showing up in Method. is there something that I am not doing correctly?

Hi handcrafted, Unfortunately we do not have any e-signing integration via the API....and it does not exist anywhere in method. I have put in a development ticket for a future method release Dave