Method Community

Shawn - what we've done temporarily, until we hear back from Intuit is: 1. An edit to a customer from Method to set a customer to be non-taxable will be ignored. 2. An edit to a customer to make them taxable will succeed. Currently, until there is a fix from Intuit, there is no way for a 3rd party app like ours to make your customers ...

Shawn -  You're absolutely right.  Something isn't right with the QBO syncing.  So far we've been in touch with Intuit, the makers of QB Online, and they have confirmed that it is a bug on their end, and that they are working on a fix.  As soon as I know more, you'll be the first to know.  And yes, as soon ...

Yeah, I can see how that could work. Thx for the help...will give it a shot. 

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 ...