Method Community

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online New Activity New - now if you create a new activity and assign it to another user, an email is sent to that user letting them know. (QBD & QBO) New - you can now add a new contact in the Schedule ...

Created invoice number 63020 in Method on 12/9.  Synced to QBO.  Received payment in QBO on 12/13.  On the customer screen, I can see both the invoice and the payment in the transactions, but it appears the payment didn't apply to the invoice.  Customer still shows a "Current Balance" of $62.72 on the customer ...

basically what i'm trying to do is help automate my sales followup and make it easier for someone to "say no thanks" since as we all know in sales a no is better than an unknown so i figure if they can click kind of like an opt out or they get an email that keeps emailng them asking where they stand do they need more info? are they ...

 I am working with Method and Quick Books On Line. How do I get into Report Designer? I found the webinar for report design but that is for the desktop software. Is there a help menu? The webinars are good but they are not dealing with the on line version, at least the ones I watched. Are some of them for the on line? Is there a help menu? I ...

 I did not mean anything bad about the first comment. I figured it was tied in with quick books  that would not leave me change it. Thanks for the other help. I did not know I needed to edit the report design also.

We use QB Online.

Len- [quote user="Len Schrec"]That is what I figured. I have four how to edit the work order to put that on the work order form.[/quote] I am not sure what you mean by this. [quote user="Len Schrec"]How do I make it so it so it is on the hard copy when I print it?[/quote] Once you add the new fields to the Activity table ...

Fred-  You will have to update the insert action and add this new field to it. -Michael

To update this forum post: Dave is working with his MSP to get this issue resolved. -Michael

Gregory- Currently there is no way to edit multiple activities at once. If you have the Field Service app you may want to take a look at the Work Order List screen, it has functionality that allows you to edit Multiple Work Orders's (Which are actually a type of activity) at the same time, this screen could be reverse engineered to apply to ...