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Customer and Contacts List
Updated - ‘Balance’ column to be a fixed width. (QBD & QBO)
Portal Cases
Fix - activities that are inserted for an existing Case through the portal will now fill in the “Contacts” field in the Cases table with the logged in user from the portal. Prior to CRM 2.0, ...
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Hi Marti,
I've tried replicating your problem, but unfortunately I couldn't reproduce the problem you were experiencing. I did however modify your account in such a way, that this error message should go away and synchronization should go smoothly. Please try synchronizing appointment again and tell me if it works now, or if it ...
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Rajni,
In QB, when an invoiced is VOIDED, QB is really just doing two
things:
Changing the Memo field to be "VOID: (plus original memo)".
Changing all the qty column values to 0.
You can mimic this in Method with actions.
-Michael
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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.
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Thank you Michael,
Did you get the chance to look at it? Can you give any update.
Thanks
Rajni Kumar
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Hi Rajni,
I am going to have to look into this and get back to you.
-Michael
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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
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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 ...
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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.
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Michael
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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