Method Community

Hi, I have created a bill for the purchase order and a new bill has been created and sych to QB. Now i have added a new line item to the existed purchase order and creates a bill, it just updated my existed bill. But my requirement is it has to create a new bill for the newly added line items like creating invoice from sales order. Can you ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Edit Case New - we’ve added a new field to the cases table IsEmailCaseNotificationToContact and made the “Email Case notification to contact when saving?” a bound field. ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online My CRM Preferences New - this is a new screen used to track CRM preferences for the logged in user. (QBD & QBO) New - added a checkbox that indicates if the user would like new cases to ...

Bill- You can still use the orginal screen. What replacing the links does is it points all the screens that were looking at the orginal screen to now look at the new screen. The orginal screen still exists and if you delete the copied screen it will replace the links to reference the orginal screen once more. -Michael

If I copy the Method "Customers" Screen so I can add some additional info or include some additional tables/fields and I use the button "Replace links to an existing screen", will this eliminate my ability to use the original Method screen, or can I still use the original screen as well as the new one and have the data ...

cpitts- This conflict message comes straight from QuickBooks and it is not something Method can control, it's basically telling you that the change you want to make can't be done because QuickBooks is still using the record. Method tries to push the change but if QuickBooks has the record locked then Method can't apply the ...

It returns.

cpitts- If you click Un-Delete for that conflict does it go away and allow the modification or does that conflict return? -Michael

TBranniganJr- I'm not exactly sure what you mean when you refer to the screen getting locked up. Can you post a screenshot or email me a screenshot of this? In regards to creating Opportunites/Leads/Customers have you taken a look at our webinars found HERE -Michael

No- an invoice today, and one created a couple weeks ago (our transaction history goes back to beginning of '11). Changes are being made in Method, and the conflict reads: QuickBooks returned an error when adding/modifying a accInvoice record. The error was: There was an error adding, modifying or deleting 21ECA-1312839866 because it ...