Method Community

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Edit Lead Improved - optimized when pop-up screens are opened for Contacts, Activities, Opportunities and Cases so that grids only refresh when they need to. Improved - the “Convert” ...

I want to be able to view the sales price (not cost) of an item in the estimate screen and if changed will update the rate of the item sales price in quickbooks.  I am not seeing where to link the two.  

Michael, Have you found out anything further on this issue? thanks, Rolf  

Hi KatesReaFood, We're glad you were able to get it working.  Sorry about missing you last reply to this theard but sometimes posts can get lost, especially when they are long threads.  In the future, feel free to give your post a bump if you don't hear from us.   We'll always try and point you in the right direction ...

My apologies for the delay, but thank you Michael!

I think I have figured this out on my own and will start another thread should I need help with this again, as I have still not received a reply a month later. Thank you for your help, regardless.

We have customers with several jobs.  I have been searching long & hard for where it is written that the Transaction grid pulls the information for the job only, not the Customer, and am simply giving up at this point. i.e. We have a store with three locations.  Each location is a separate job under the customer which is named ...

:)  You are welcome. BTW - there's an extra trick for you.  If you scroll to the BOTTOM of the list of events in the Copy From list, you'll see that very last option will allow you to select to import actions from any other button in any other screen.  We don't use it much because there is a lot of clean up you have to ...

IT WORKS! I am filled with joy. Thank you so much for answering this before leaving for the weekend! Now I can spend my friday night with Method

Just go to the button where you want to copy the actions to, and right there on the actions list in Step 2 you'll see a radio button that says "Copy Action".  That will give you a list of actions you would copy from. Wasn't always like that..........back in the day we had to re-create 50 actions.   This ...