Method Community

[quote user="John M"]Maybe i am doing this transaction wrong?[/quote] Can you pay this bill inside QuickBooks?  If you can pay others but not this one then I want to know what QuickBooks does when you try to pay this.  Please post back your results. ~C

[quote user="scott"]I would like to have the action, "Save and E-mail", 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.  We only store ...

 Awesome, worked like a charm. Thanks much! -Jacob

 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 "QuickBooks" Dave

Hi team! We have a series of recurring issues regarding specific line items.  I even created "similar but new" line items so that we wouldn'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 ...

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 "QuickBooks" and from there I can browse Vendors. However, when I try to generate a link to the ...

This is interesting it will not process my drawings out of our business account.  Maybe I am doing this wrong...here is whats going on.  1. I go to bills, 2. As a vendor i choose JohnMDrawing 3. Choose accounts payable 4. In the line item i choose Drawing 5.These transactions are in quickbooks ready to be paid.  6. I go to ...

[quote user="John M"]The above issue did get fixed....but now its back again. [/quote] After some extensive research I can say for certain there is no bug around paying multiple bills inside Method.  Can you describe the steps again and maybe we can figure out where things are going wrong.  I know you need to wait for the ...

[quote user="vdefabis"]Does Method currently support eChecks through an Intuit Merchant Services gateway?[/quote] Unfortunately we do not support eChecks at this time as QuickBooks has not added support for this to their SDK.  There's no ETA from QuickBooks at this time but if they decide to add it then we can revisit it. ~C

[quote user="thesolarguys"]That was it thanks![/quote] Glad we could help! ~C