Method Community

mlepitt- If you make a change in a grid for example and don't actually click Save and just click Update on the grid then the change will never make it to QB. In the Save All Sections action found in save buttons it calles something called Send To Desktop which actually pushes the change. Could this be the issue? -Michael

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Method Sync Engine for QuickBooks Desktop Improved - if an entity (customer, vendor, employee) is created in QuickBooks but the contact name is left blank, one of two things will happen. if the ...

1. Is there a way to schedule subcontractors for a work order if they are not a user? What we are trying to do is to be able to see on our calendar which days subcontractors will be on a jobsite as opposed to our own employees. 2. How can we assign our own equipment to a particular work order? For example if we have a work truck, and we want it ...

i had to put this project on the back burner. I am wondering if you really need to send out these reports.  I think as soon as you create a invoice, it will show up in the customer portal regardless.  Is that is the case we might just send out a group of emails, let say gmail to everyone saying there is a new invoice in customal portal. ...

 I finally decided to log out then back in and it is now correct

John, Were you able to do this? We are looking into doing the same thing. Please let me know if you were able to figure this out. Thanks, MVI  

 OK, I have created the fields and modified the screen. everything worked as expected so I went back to the form to add the rest of the fields I had created. They are available, I add them, I publish them< i save and close them and then for some reason the new additions disappear, I go back in, add them back, publish and sabe again only to ...

I am noticing that not everything from Method is coming over to QB. One example was a PO that we entered with one item and then replaced the item with another.  That change never came over.  I had to delete the line and add a new one and then it came over. Now, I am seeing that some sales orders are not coming over.  I can create ...

pdirect- Here are some recent changes that have been made to Opportunities http://www.methodintegration.com/cs/blogs/releasenotes/archive/2011/11/11/method-crm-updates-november-5-november-10-2011.aspx -Michael

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Opportunities List New - linked field added to the opportunity table which grabs the company name for the lead/customer. (QBD & QBO) Improved - the column “Assigned To / Name / ...