Method Community

I am having an issue with a custom field saving in Item Receipt Line Items.  I go to the item receipt, enter the required information, select a PO and pull the line items from the PO.  The PO may have serial numbers already entered in them as Quickbooks "Other1" for the line.  If so, it carries it over to the Item ...

Back in June we blogged about Intuit announcing a new way of integrating with QuickBooks called Intuit Anywhere (“IA”).  Starting today, all new Method CRM for QuickBooks Online users will be using IA to connect to QuickBooks.  IA provides QuickBooks users a great new experience of connecting your favorite apps, like ...

I have discoverd a field on the Edit>QBO_ItemService screen (I copied it to edit) that is a dropdown with a label "Tax Code".  However it doesn't show up on the actual data entry/edit screen.  I cannot see anywhere that the field is hidden at either the object level or the page load level.  It is referencing the ...

Thanks Michael.  I am indeed having the issue above where Method appears to be disregarding the tax code setting of the customer when creating an invoice.  I think QBO looks at customer first and if "Non" taxable, ignores the settings for the item.  If however, the customer is "Tax", then it looks at the Item ...

That's only used for QuickBooks Online (for now). Paul

 Found out you can add this as a dropdown.  Name your custom dropdown something other than "estimatestatus" then choose "estimatestatus" from the existing tables link. However, I doubt it will update estimates status in QB.

I'm trying to alert my team to the estimate status(pending,accepted,rejected), but the table "estimatestatus" is not available.  When I try to create it i get denied because it already exists.  Is it possible to make this available?  and if not for editing at least a dropdown field in the ...

Great, thanks for looking into this for me. Best, Birch

Michael, Fran and John, I’ve identified the offender...it was one bad action out of the list. This has been addressed on my end and will be in the next Pro Service update. I’ll be sure to post back letting you know when that’s out. 

bsouthwell- I did a quick Google search and based on that message you are getting it looks like you may need to make a change under Account > Processing Information after logging into Merchant Services. If you are still having issues with this I would suggest contacting Intuit since this part of the setup process is on their ...