Method Community

Sam- [quote user="smohyee"]A relevant question I'm working on answering: where in Method is the action that changes the value to the "Invoiced" field? Answering that would lend some clarity to the process.[/quote]  QuickBooks actually handles this. When you create an Invoice from a Sales Order the Invoice gets pushed ...

First off, thanks Mike, that's what I was looking for. I've got to remember that "advanced" button for the screen, lots of nifty features to be found there =).   James: I'm not sure how QB handles it, but Method seems to work similarly to what you're describing. If you look at the SalesOrder table synched with ...

I am having some problems getting some Invoices to post their invoiced line items to the corresponding Order. All of the Invoices are created from the Create Invoice action sequence and I can see that the Invoice Header has the correct recordid for the "parent" Order.  But the quantities will not post.  I have looked at both ...

Smohyee- This is one of my favorite technical topics for QB Method integration.  No joke, I'm really that interested. There is a related process where the entire Order gets marked as closed.  I believe this actually happens in QB as it compares the Order QTY of all line items to the Invoiced QTY.  If the Invoice QTY is >= ...

Hi Rolf, I have some questions for you: What browser was this happening on? Does it happen across multiple browsers? Does this happen when you make a copy of a standard screen if so what screen? At this time, there is no way of resizing the toolbox window and the “edit window” section of the edit screen to your request. Ronen

When I logged into the January version of Method the tabs are there, but there is only one tab link per tab.  For example under the Activities tab there is only an activities tab link.  And under customize there is only the screen tab link.  Is there something we need to do to see all the tab links we have in the December ...

Hi Rolf, The reason this is happening is because you unchecked “Read Only: do not allow editing” on the “Current Balance” field on that customized screen. If you check that option once more, then you won’t see “NaN” in that field again when you repeat the same actions you were doing before.   I ...

Hi smohyee,  I have duplicated your issue on my end and I have the same situation with the checkbox as you have presented. I am creating an internal ticket to be looked at by our development team and will provide you with an update once I have more information available.  Ronen

 Thanks for keeping this post up.  I thought I was going crazy.  It helps us new Method user to find stuff. Lana

 The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online New Activity Improved - small cosmetic change with relabelling “Cancel/Close” to “Close”. (QBD & QBO) Improved - when opening an existing activity, if the ...