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  • Re: Estimates Screens

    &nbsp;I do not think that I have changed any links. All I have done is made copies and selected: do not add a tab link every time. Here are the steps I&#39;m taking: Go to the Customize&gt;Screens Select &quot;View&quot; for CRM_EditCustomer The screen opens, but all fields are blank, which seems to make sense because I&#39;m only opening ...
    Posted to Method:Classic General Q&A (Forum) by MikeB on 05-10-2012
  • Re: Vendor bills and Work Orders

    [quote user=&quot;JKM@SA&quot;]Is there a way to link a vendor bill to the job costing in a work order so that it doens&#39;t have to be manually entered again?[/quote] Not within stock Method but that&#39;s not to say you couldn&#39;t build a process to link a vendor bill to your work orders. ~C
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 05-10-2012
  • Re: Estimates Screens

    In this case it sounds like you also changed the tab link for Invoices since my stock screen does not have this problem. &nbsp;If you&#39;ve made a copy and replaced the tab links, it&#39;ll replace it everywhere, including the GoTo links. ~C
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 05-10-2012
  • Re: Trouble getting a connection ticket to Intuit Merchant Services payment gateway

    [quote user=&quot;smohyee&quot;]Is there a monthly charge to enable that Hosted PayPage service to process payments within Method?[/quote] I found this page&nbsp;on the Intuit forums. &nbsp;It should give you the costs associated with the Hosted PayPage. ~C
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 05-10-2012
  • Re: Estimates Screens

    &nbsp;Actually, when&nbsp;I View&nbsp;the original stock Edit Customer screen (which I can&#39;t mess with, I can only view or copy), I can&#39;t do any &quot;New Transaction&quot;. For example, when I select&nbsp;Invoice from the New Transaction button, I get: Could not run the &#39;Go To Tab Link&#39; command, as there was a problem locating ...
    Posted to Method:Classic General Q&A (Forum) by MikeB on 05-10-2012
  • Re: Trouble getting a connection ticket to Intuit Merchant Services payment gateway

    I have a followup question you guys might know:&nbsp; Is there a monthly charge to enable that Hosted PayPage service to process payments within Method? Before we only had the setting to process payments within Quickbooks, but when I enabled the &quot;Process with Hosted PayPage&quot; option, a warning came up suggesting that there may be a ...
    Posted to Method:Classic General Q&A (Forum) by smohyee on 05-10-2012
  • Re: Estimates Screens

    [quote user=&quot;MikeB&quot;]when I View the stock Customer Edit Screen and select New transaction/New Estimate, I get an error message about links.[/quote] It sounds like you made a copy of the screen and replaced the links - this would have broken the connection between screens. [quote user=&quot;MikeB&quot;]Also, as a test, I logged an ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 05-10-2012
  • Re: Trouble getting a connection ticket to Intuit Merchant Services payment gateway

    Nevermind! There was a setting I needed to change. Here are instructions for others: &nbsp; After logging into https://merchantcenter.intuit.com, from the homepage 1. Click the &quot;Processing Information&quot; link under the &quot;Account&quot; section 2. Turn on the option to &quot;Process with Hosted PayPage&quot; and submit the ...
    Posted to Method:Classic General Q&A (Forum) by smohyee on 05-10-2012
  • Trouble getting a connection ticket to Intuit Merchant Services payment gateway

    When attempting to get a connection ticket via the link provided on the Payment Gateway setup screen, I got the following message from Intuit when I logged into my merchant account: &quot;Your merchant service account is not set up to process payments through the software or website you are using. Please contact your software or web site ...
    Posted to Method:Classic General Q&A (Forum) by smohyee on 05-10-2012
  • Re: cannot re-insert Items

    Susanna, If you&#39;re wondering why it wasn&#39;t deleted from QuickBooks it&#39;s because this item is already in use on a transaction which mean QuickBooks will not delete it. &nbsp;The alternative here is to set the item to inactive instead of deleting it. &nbsp;You&#39;ll also need to create your new item with a slightly different name since ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 05-10-2012
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