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Great thank you for your help! I have another question if you don't mind. We would like to be able to send out multiple invoices via email by selecting them (similarly to how the print invoices work). Could you help me set this up? Thanks, MVI

i get copy and paste sure.  but in the google gadget its a check box and is automated.  its already a 3 step process to add an email with the plugin, just didn't want to make a 4th.  

Hi Kitty, I wasn't able to recreate this.  Are you sending the email through the List Builder?  On which screens did you build the template and send the email? - Adam

Hello Erik,     I had another suggestion.  You can create email groups for each of your companies.  This would work by emailing the groups email, say admin@Acmeco.com and it sends out emails to multiple email accounts. Greg

It may be due to your version of QBO, I'm testing this on a QuickBooks Online Essentials account. Are you using the stock Word Orders screen? If so, email me your contact information and let me know when I can get in touch with you for a screen sharing session. - Ashur

I am in a different method account trying to customize the invoice screen so it's the same as the account referred to in the previous threads. I have hidden the columns I need to and am trying to change the Rate column caption to "Amount" just like I've done in my other account.  I successfully changed the Amount column ...

I can't log into Method using the Google Gadget because my Gmail address is different than my Method CRM login email. The Gadget wants to login to Method using the wrong login.  How can I tell the Gadget to point to my correct Method login?   Thanks.

I'm posting this on behalf of a user: When they were displaying dates in reports (PDF's) and email templates, they could not get the date to display without having the hours/minutes.  Is there a way to display just the date in reports and emails? thanks!

Hello MTN PATH, What kind of notification they are getting twice? Is it for all screens ot is it happeniing on a particular screen? Can you provide more detail on it. -Inder

I have already set up some email templates for me to send to clients when I schedule a consultation with them.  The template confirms the appointment date, time, and location, etc.  What I would like to do as well is set up an auto-reminder for the client a day or two in advice of the consultation.  For instance, the day before the ...