Method Community

bsouthwell- You should be able to view customer Notes in Method but changes made to the Notes will not be reflected in QBO. You can access the Notes by clicking More Actions > Notes when in the Edit Customer screen. Let me know if the notes are not showing up for you here. -Michael

Hi Michael - The screen is the 'Batching' tab link under the 'Customer Center' tab. The default view filter is 'Today's Invoices' which shows the daily activity, so I would change the view filter to 'Default' and select to show the TxnDate column so you can view a day with a large number of line detail rows ...

After I login to the intuit site.     I don't receive the screen where it asks to "choose your company"...

Hi Birch- I haven't been able to duplicate this on my account but if you enable MethodSupport on your account (Customize > Users) and give me the name of the screen I can test out the issue with the checkboxes. -Michael

Hmmm.  In Method, I don't see the SalesTaxCode field in any of the three Item tables.

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Edit Lead Improved - the caption for “Customer Name” was changed to “Lead Name”.  Keeps it consistent with the New Lead screen. (QBD & QBO) Improved - the ...

bsouthwell- If you are using a Custom pay link you could add the URL to invoice emails that you send out. You could also use Method Portals to receive payments links to Method portals are already sent out when you send emails from transction screens in Method. You may also want to read this. -Michael

[quote user="bsouthwell"] I've just set up Intuit Merchant services but I am unable to get the confirmation number to enable the Method integration,  do I need to add additional services to the Intuit account (ie Web Store or Hosted Pay Page)....???? [/quote] This issue is being addressed here. -Michael  

bsouthwell- Take a look at blog post about setting up Intuit merchant service found HERE. At what point do you get the "your software or website is not setup" message. -Michael

Hi All - I have a screen that exports the daily invoice line detail from a grid that is triggered by clicking on a button that only exports only selected rows in the grid. The workaround to not having a ‘select all’ checkbox that applies to multiple pages of checkboxes on a grid is to specify the maximum 200 rows displayed by ...