Method Community

Michael,   I am confused All of the items in the list are expense items, can i get some help with this to figure out what is going on?

 Hi DaveS, Currently there are no plans in place to add the ability to create new QB reports via the API. To regenerate a report via the API, let's use the screen QuickBooks_Scheduled Reports as example. What happens when the regenerate report button is pressed? For the selected report the generated date is cleared. Then the next time a ...

James- The main purpose of the Smart Vault integration is the ability to share files amongst the Smart Vault Eco-System, files uploaded to Smart Vault from Method can be accessible  in QuickBooks, directly through Smart Vault and other third party apps that integrate with Smart Vault. You should still expect us to address any issues that may ...

I did some more research on this and another potential issue is the account you have selected for the Bill line items, I believe it has to be an expense account, otherwise it will get rejected by QuickBooks. -Michael

Paul, I resolved the issue of sales rep.  THX! As far as the Bills that wont post to qbooks i have tried several diff scenarios and still no luck. I have changed to "has been billed" " not billable" and " billable" and added a customer still wont sync      

To update this forum post. Based on information from another post, I tested this on portals and was able to duplicate this issue and am creating a ticket for it. -Michael

HarryWho- I tested the issue with apsotrophe using portals and I was able to duplicate the issue. I am creating a ticket for this. -Michael

Jamie- I still have only been able to duplicate this on files with & in the name. Once I let you know that the fix for file names with & is out, test it again and see if the issue is resolved. -Michael

Please help me withe the following questions:. I need to quickly upgrade to enterprise because of file size restrictions is there anything i need to do to makes sure there are know glitches with method? I also was told in Enterprise i can have 2 company files open at same time, if this is the case can method sync to 2 seperate company files at ...

Thanks for the quick response.  I did play around wih this before and I couldn't remember how to access the templates