Method Community

Greetings, qbo>case>new activity> work order When i create a work order, mark it as to be invoiced, click save then do the work, complete the work order. I then go to work order list screen, filter the "to be invoiced" and the work order does not apear. When i create work orders this way, the due date end never gets ...

Greetings. Every time i create a new screen and add a tab at the same time, I would logg out of method, then log back in and the new tabs would apear.  If i did not do that, i would never see the tab. just fyi

Greetings, If you have field services, or Schedual and invoices, there is a button called "email workorder" and you could study how this works.  Method creates a report called Generate Report, then saves that as a action result. in my case its a PDF work order. below that is the  Send Email>Attachment, that generate ...

Greetings, I have had issues like this before, I did two full syncs and it worked.  Have you tried that? Also, check the for any conflicts.  If there are any it could backlog your invoices from moving over.  I dont work for method, i use the program alot.  John M

Greetings, In my line of business i have to keep track of the pesticides to the county i work in.  Lets say I  need Round up, PH adjuster and weed preventer.  All these are items in quickbooks.   Is there a way to choose Round up as a line item then the PH adjuster and weed preventer would be added as new line itmes? I use ...

Greetings, I see that method for the QBD has a group function for itmes.  Does QBO ever get grouping by chance?  Thanks John M

Greetings, I copied a button's actions from my desktop to qbo using november version. I realy dont know where to go at this point becasue i did create this button but from my works, the datefuncation is not puttting the correct date format and retrivetablefuncation will not put a shipto addresss into action result even though i am using ...

This is what i did Quickbooks Online Plus> Company>More> List>products and service list>  Name: Echo Blower is sub product/Service is not checked Track quantity on hand (for inventory item) is not checked Sales Information is not checked Purchasing information is checked Discription: echo power blower Cost: ...

Ashur ok i found some interesting things out.. When you create a item in quickbooks online and its not a inventory item...method will not fill in the item discription field Wehn you create a item in quickboosk online and its is a inventory item, method will then fill in the discription field. I created a item that i was  not going to ...

Works great! thanks John M