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[quote user="richard@skoosh"]is there anyway we get the bill to address fields to auto complete from the primary customers bill to details.[/quote]
You would have to customize this but you can use a retrieve value from table and pull in the primary customers bill to fields and then use an enter value into field on screen to ...
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[quote user="kvera"]or don't have the correct permissions on the user that was created for me[/quote]
If it's a permission problem then the admin user can grant you access to this tab group by going to Customize > Tab Groups and clicking Edit... on the QuickBooks tab group. The first step here will allow you to grant ...
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[quote user="s.white"]Is there a way to tell me what actions are fired when you click the "close" button on the Export popup window?[/quote]
There are no action fired when you click that close button so I'm not sure what's happening on your page. I just tested a customer grid based on the info you gave me above ...
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[quote user="kvera"]but I still cannot find where you are add the sales rep names so that they will show up in the drop down.[/quote]
Hi Kvera,
Tab groups is our term for the drop down menu to the left of your username (located top right). In this drop down you should have an option for QuickBooks. Once you switch tab ...
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Chad, Thanks for your response...I am either extreemly tired or don't have the correct permissions on the user that was created for me, but I still cannot find where you are add the sales rep names so that they will show up in the drop down. When I go to my method account if I choose the "QuickBooks" tab the only options are Sync, ...
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Thanks Chad - I've troubleshot this a bit further, and it seems I only have the problem when working with a grid based on the Customer table. I now have a screen with a grid containing just company name and email, and no other buttons, no advanced settings (no on screen loads etc.) and I still get the error. If I add other grids on ...
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This issue has been resolved in our July version of Method. On the login page just below where you enter your company account, username and password there is a link to the June and July version of Method. Click July and try your invoice again.
~C
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First up, welcome to Method!
If you're familar with SQL then you should be happy with the customization possible in Method - we are SQL based. You can add new sales reps in Method under the QuickBooks tab group > Lists. There are some limitations from the QuickBooks SDK which is stated at the top of this page:
Due to a ...
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relating back to my other post other the top of my head it turns out the admins where being noobs and not filling out ship in data in hte customer pages but we have finally got round to the problem and its not so much a problem more of a quality of life change.
ok so in customer we have the basic fields
etc
Customer name: ...
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