Method Community

Something's not right in the sync to QBOnline.  All of them are correctly set it method to "Non" now.  A new report in QBOnline now has them all set to "Yes" Taxable.

Thanks Michael.  I may be on to something.  Not sure why all the flags were set to "Tax", but I think my "script" button to change them is working.  It's not going all the way through but I'm down to 225 records now and it stopped.

Shawn- Let me look into this and get back to you. -Michael

Michael, Of the three test activites I made, two are due 10/4, and one is due 10/11. One of the 10/4 activities is "In Progress", the other is "Completed". The expectation is that I should be able to see the 10/4 "In Progress" activity, but I can't see any of them using that filter. I'll email you the info ...

I don't know why this has happeded, but for some reason all of my contacts have a Sales Tax Code of "Tax".  I'm certain that didn't come from QB, because I ran a customer report and only have 5 taxable customers.  I noticed it today when my QB customer balance report jumped by several hundred dollars over night. ...

Blake C- This functionality doesn't currently exist but its pretty easy to add. One way of doing this would be to enable Checkboxes on the EstimateLine grid, and on the Create / Go To Work Order button(Which in this case would now just be a Create Work Order button) use the existing actions as a template but instead of looping through ...

smohyee- I would make sure that the Transactions History is set to All to make sure all transactions come over (This is found under QuickBooks > Synchronize) and then I would try a Full Sync by going to Synchronize > Full Synchronization in the Method Integration engine (While logged in with an admin account) [quote ...

Are we able to create different work orders by specifiying certain line items from an Estimate? Does this functionality exist but I'm just missing it? When we create Estimates, we commonly need to create different work orders by type of work - deliveries, service work, spray applications, etc. It would be great if I could select line items on ...

That's not the only list either.. A quick scan through my method tables shows only a few hunder entries in things like the invoice or PO tables, though our QB files has thousands. Also, I've noticed that our Accounts list only uploaded a few of the account names of the few accounts it uploaded.. the rest have apparently been assigned ...

Ok, that looks great! I can't believe all the "little" to "big" steps I have had to take to get my poor, ailing, overworked laptop loaded up on my new powerful PC. Every software has it's good, bad, and ugly for this process. I hope to not have to do it anytime soon again.