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Thank you for leading me in the right direction to fix this. I removed the criteria to check mark is waiting for sync approval and did a quick upload to replace where it was set to FALSE. Down side is that is still isn't linked to the Invoices so I do have to manually close them anyway, but at least they are in QB now.
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mlepitt-
If they were orginally a lead it would have been checked by default. Check the actions behind selecting a customer from the customer drop down
-Michael
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We don't check-mark that field in and in fact we have it hidden. How do I prevent that from happening?
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mlepitt-
I took a look at the SO's you pointed out on the orginal Method sales order screen and Wait for Sync Approval is checked, which prevents it from going to QB. If you were to uncheck it and click Save it should go over to QB.
-Michael
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Katie-
[quote user="Katie G"]
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.
[/quote]
You would still need to add them as users but you create them just ...
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Let's ignore the first example I gave you about the line item update. My issue right now is that two sales orders are not coming over to Quickbooks at all. I have changed field values and saved in an attempt to kick start it. I made a new sales order under the same customer and it came over.
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bbullins-
Logging out and logging back in refresh the screens that the tab links were pointing to, which is what resolved your issue.
In regards to the report we are still looking into this.
-Michael
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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
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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 ...
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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 ...