Method Community

Below is the beginning of a conflict error that I received after syncing.  Using ProSvcs Invoicing, did not realize that QB was not running when invoice created.  Please advise.   QuickBooks returned an error when adding/modifying a accInvoice record. The error was: The "LinkToTxn" field has an invalid value ...

s.white, What type of field is it in QuickBooks? Have you tried a full sync? Do you have any other custom fields from QB? Do they sync? -Michael

 No it is not syncing in either direction.  If I go to Customize >> Tables/Fields >> Customer Table >> Edit Fields, the field type is listed as Text, and Field Size is 31.

 Ok, thanks.  I found some rules that Method has apparently created for Estimates.  These rules appear to allow items in groups to "not print" (as well as the amounts).  They look similar but not exact in terms of the conditional statemements but there are probably many ways to write those to accomplish the same ...

s.white, If you enter a value into that field in Method is it getting synced over to QB? What kind of custom field is it(What is set for What kind of data)? -Michael

Gary, I am going to have to look into this for Sales Orders the field isn't there and it doesn't look like it can be linked. I will get back to you on this. -Michael

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online New Lead New - Lead Source dropdown located under the ‘Lead Information’ section now provides the option to add new values to the Lead Source dropdown list by clicking the dropdown ...

I think I am missing something simple.  I am using Enterprise v11, and I have set up a custom field in the "Additional Info" section for the Customer.  This field is entitled "Industry."  In Method, this field now shows up in the list of Customer fields to be added to a screen.  I ...

 Thanks.  I think I figured out how to do the invoice but I don't see the [IsPrintItemsInGroup] field in the sales order field list.  Do I have to select another table of fields before I start working on the template? Which one(s). Thanks, Gary

Hi Gary, You can use conditional formatting to get the results you want. General Info: Formatting is set by clicking on an object and in the property grid (bottom right) editing the Formatting property (It will say (Collection) and if you click on collection you should see the ... to ...