Method Community

 No luck.  After performing the above steps, I still get the same messages when saving.  I don't have any problems adding as activity from email, just the calendar.

Thank you Michael,  Did you get the chance to look at it? Can you give any update. Thanks Rajni Kumar

Hi Rajni, I am going to have to look into this and get back to you. -Michael

Emily- The link I referred you to was for QB Desktop and since you are a QBO user it will not be a good solution for you. When you create a PO in Method it will be synced over to QuickBooks Online and you will be able to access it from either Method or QBO. The best bet may be to create a new table and screen for RMA's -Michael

Emily- You can create different portals based on different tables from Method. The default portal is based on the Contacts tables but you can create portals based on Employees, Vendors or Customers.  One way of achieving what you are looking for(Without creating a new portal) is to create a custom field that keeps track of the portal ...

Emily- I am not exactly sure what you mean. If QuickBooks has an invoice Method will also have that same invoice no import needed (The Method Sync takes care of that). Are you referring to transactions not supported by QBO for example Sales Orders? Or are you referring to importing invoices from programs outside of QB. - Michael 

An update - the QBO staff are discussing it internally and will get back to us next week with an answer on the if/when they'll release Resale #. Paul

Hi, In QuickBooks there is a functionality to Void an Invoice. How can I include this functionality from Methods, so that I void an Invoice in methods and this should get in sync with the Quickbooks.   Thanks R Rajni Kumar

Matt – yes, that is accurate. It can still function but when you get to invoicing QB really needs to be up and running for Pro Services.

Michael - My understanding is that in order to create a PO, you need to select a vendor, not a customer.  So, in order to do the proposed method, I would have to create a second instance of every customer as also a vendor?  Or can you merge and link them in Method so you have one entry viewed as vendor OR customer which will then sync ...