Method Community

Hi Shane, In Method try going to Customize>>>Tabs Locate the tab (i.e. QuickBooks Home) and click on Edit Tab Links… Make sure there is a tab link opening the right screen (i.e. QuickBooks_DashBoard)

I went through those steps but it never gave me the option #12. It took me straight to the ticket code and "finish".   Aaron  p.s. - Yes, it has been working up until last week when multiple customers started telling us they could not pay online and received this error message. 

Thanks Danny.  That explains a lot.  I'd rather be on the bleeding edge with everyone else.  Of course I might be in the wilderness with my customizations, but at least I'll have the latest defaults to test and compare. Cheers, James

@James - I saw this comment you wrote to Paul yesterday: [quote user="jnoneiliv1"]I don't see the fix to SalesOrder_CreateInvoice though?  My account shows the Full Blown Method version of this screen as April 13, 2011.  Maybe there's an update to this screen that I don't have?[/quote] I think I know why you ...

Sam, I've seen other behaviour in the grid that seemed to require me to put a "0" into a numerical field, not the price field though.  For example I have some logic that runs on "Lose Focus" for calculating weights, or pricing etc. and for some reason I've seen the grid get a little finicky about having Null ...

This is excellent information! - I am actually talking about two different things I'm doing. 1) cleaning up customers 2) adding 8,000 customer leads... more later--- oh, I have lost my QB dashboard - I don't know how to get the Method one back on by QB tab... you've been so helpful! Thanks, Shane

Paul, I just tried it too, and you are right, the item code is no longer an issue, but the rate still is. If I put a rate of 0 in along with the description I have no issue, including with my custom screens. It'll be easy enough to write an action set that enters a rate automatically for desc-only lines. I'm a happy Methodist again! ...

"Do I assign a number to all of my contacts and use that as a record ID?" -Nope.  Record ID is automatically generated by Method, and cannot be edited or input.  Putting a random number in there will cause the customer that actually has that RecordID to get overwritten with someone else's address - (yeah...be ...

aslo, can I export my Customer list, make tons of corrections and then upload it back to Method? Mainly what I'm correcting is address fields - when we put them in, we used the wrong fields and now I have to correct 500 customers. Thanks, Shane

I know what you mean by RecordId column as I've seen it as a field to choose. Do I assign a number to all of my contacts and use that as a record ID? Shane Thanks - and this is helping!