Method Community

Invoices and Bills aren't assigned to users.  They are assigned to sales reps, customers and vendors. If you are changing the employee assignment of a sales rep, it's best to just change that directly in QuickBooks - it'll then transfer over to Method. Paul

Wasn't sure if that was how it worked, so good to know. The problem was fixed after I deleted my old "PackingSlipRecordID" dropdown in the lineitem table and created a new one, so I must have messed something up on the original dropdown link. Thanks!

Hi Martin, I would double check the Estimate report through the Method report designer. Take a look at the properties of the fields…specifically the options under 'Format String'. Under Currency you will see options: "$0.00" - displays in dollars with 2 decimals "$0" - displays in dollars with no ...

 Michael, That is one of the accounts that sometimes the documents show and sometimes they don't. We are using Internet Explorer 9. Jamie

Paul, Yes, that makes sense,  Method will not allow me to EDIT 1 user so i can link it to another active employee in Qbooks. This was one of the issues i had with marathon that was left undone.  When i try to edit this user it tells me its not a valid user. Marathon told me to create a new user and remove the other ...

@innovative - the conflicts look legit, but hard to decipher.  These messages are coming straight from QuickBooks. For the invoice, you can see the id it's complaining about is the sales rep. QuickBooks is saying that the sales rep assigned to the invoice no longer exists in your QuickBooks file.   You can click "More ...

Jamie- I have tried several time to duplicate this issue outside of situations with & and at the moment have not been able to. The Baer Glass example you mentioned works for me. What browser are you using for this? -Michael

smohyee- For this to work the child table has to reference the parent table, the parent table doesn't need any reference to the child table. So in the example of Sales Orders, there is nothing special in the SalesOrder table that links it to the SalesOrderLine table, but in the SalesOrderLine table you will find a field called ...

I recently just had problems with bills and some invoices not posting.  This just started and now i have many conflicts that i dont know how to resolve.  Sometimes if i try to resync and push them thru after the conflict it goes.  below are example of 2 conflicts of many: This is example of invoice that wont post: QuickBooks ...

HarryWho- I have been able to duplicate this on my account now, I will create a ticket for the dev team for this issue and update this forum post when I have additonal info. -Michael