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Hi cpitts,
Can you please enable the MethodSupport user on your account, and I will investigate further on my end.
Ronen
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Thanks Ronen. I'm trying to find where to get to this 9 step procedure. If I could get there, I think I could manage. But I can't get to that point:
What I've tried-
customize> Screens> Quickbooks_Invoice > ...then at this point, there's no edit option. I clicked on copy, but there was nothing ...
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Hi lvharris,
I have received the forwarded error message that you have sent me. Can you please enable the MethodSupport user for me so I can take a closer look at your e-mail settings?
Ronen
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Will it work with 64 bit office?
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Hi lvharris,
I just wanted to confirm your steps when sending out the e-mail through an activity because I didn't receive the e-mail through the activity as if I was the Customer/Lead in Method that you created the activity for.
Please confirm if you are doing the following to send me the e-mail:
In the Leads and Contacts Leads you ...
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I'm punting...there's definitely an important difference between clicking on a typical Method tab for navigation and clicking a button/link I place on a screen as a different means of navigating to a screen.
I can't determine what that difference is so I'm just going to make my Customers and Contacts List screen the default.
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Hi Katie G,
Which version of QuickBooks are you using? Is it the desktop version or the online version?
Ronen