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  • Re: Outlook Plugin

    [quote user=&quot;MikeB&quot;]Do I also&nbsp;need to press the &quot;Add Table&quot; button so all the&nbsp;tables are populated in the window below?[/quote] You&#39;ll need to click the checkbox for, &quot;This user is allowed to connect to the Method API&quot;, then select the &quot;--All tables required for Outlook Integration--&quot;, then ...
  • Re: Cant pay more than one bill

    [quote user=&quot;John M&quot;]Found the issue[/quote] I&#39;m glad this is resolved now and sorry for the earlier confusion. ~C
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 06-12-2012
  • Re: Cant pay more than one bill

    Found the issue quickbooks 2012&gt;Vendor Center&gt; Vendor tab&gt; (choose your vendor in this case JohnMDrawing)&gt; Edit Vendor&gt; Account Info tab&gt; Categorzing and Defaults and the dropdown list called type. &nbsp; &nbsp; Ok. the JohnMDrawing was the only vendor that had type dropdown list filled in. &nbsp;So i made it blank. Went to ...
    Posted to Method:Classic General Q&A (Forum) by John M on 06-12-2012
  • Re: Conflicts

    [quote user=&quot;Skye&quot;]We have a series of recurring issues regarding specific line items.[/quote] Are you getting an error message? &nbsp;If so what&#39;s the message? &nbsp;and what steps are you taking to trigger that message? [quote user=&quot;Skye&quot;]...we have to open up the invoice - and re-enter the information...[/quote] Are ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 06-12-2012
  • Re: Cant pay more than one bill

    [quote user=&quot;John M&quot;]Maybe i am doing this transaction wrong?[/quote] Can you pay this bill inside QuickBooks? &nbsp;If you can pay others but not this one then I want to know what QuickBooks does when you try to pay this. &nbsp;Please post back your results. ~C
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 06-12-2012
  • Re: How to Set Up Method to Have Email from Outlook with invoice attached as PDF?

    [quote user=&quot;scott&quot;]I would like to have the action, &quot;Save and E-mail&quot;, provide an option to use outlook e-mail with a PDF attached, instead of using the customer portal.[/quote] You can send an email from within Outlook and use any number of attachement but these attachements are not stored within Method. &nbsp;We only store ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 06-12-2012
  • Re: Method API GetScreenUrl to QB vendor list?

    &nbsp;Awesome, worked like a charm. Thanks much! -Jacob
    Posted to Method:API Q&A (Forum) by Jacob on 06-12-2012
  • Re: Method API GetScreenUrl to QB vendor list?

    &nbsp;Hi Jacob, The dropdown at the top right is for the tabgroup (legacy name is rolename). So to do what you are asking you need to use either MethodAPIGetScreenURLV3 or MethodAPIGetScreenURLV4 and set the rolename parameter to be &quot;QuickBooks&quot; Dave
    Posted to Method:API Q&A (Forum) by Method_David on 06-12-2012
  • Conflicts

    Hi team! We have a series of recurring issues regarding specific line items. &nbsp;I even created &quot;similar but new&quot; line items so that we wouldn&#39;t get the conflict, but it is still happening: When using item # DTC CC-FLAT-FEE-CONTRACT or DTC CC-MATERIALS we have to open up the invoice - and re-enter the information using the same ...
    Posted to Method:Classic General Q&A (Forum) by Skye on 06-12-2012
  • Method API GetScreenUrl to QB vendor list?

    Hello there, I have a default installation with (finally) some data synchronized from QB. I can generate links to Edit Customers, Add new customer, etc with no problems. I see on the top right of the screen a drop-down where I can select &quot;QuickBooks&quot; and from there I can browse Vendors. However, when I try to generate a link to the ...
    Posted to Method:API Q&A (Forum) by Jacob on 06-12-2012
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