Method Community

Viewing QB wasn't an option, but it did generate the number that indicates a sync- never posted to resolve conflicts, and I ended up deleting the adjustment twice, and eventually it worked properly.   Don't know.  Thanks.

Did you verify that the adjustment posted in quickbooks?  If not, Check in resolve conflicts.  You might have a multi-user mode issue.  Some versions of QuickBooks don't allow inventory adjustments in multi-mode.

The only other way I can think of doing this is by using the API to capture the information and displaying this in your own portal.  The problem of course is that you won't be able to take advantage of the customization screens in your portal and you'd need to higher a developer to do this. I don't see us adding the ability to ...

I've made an inventory adjustment for an inventory part "X".  I created an adjustment for this item, and this item alone.  When I saved and refreshed the existing inventory adjustment list, a reference number was generated for this specific adjustment. I immediately went over to the Home Tab, under Items.  The ...

Thanks for the response.  That would resolve getting the user to the portal, but would not solve them being authenticated in, right?  Or am I missing something?  Thanks.

No specific data.  They all say "Sync" for the Type of error.

From inside your current portal you might try having a customer being re-directed into a method portal using a method short URL.

Hi John, I am not quite clear what you are trying to do but using the standard job cost report I was able to produce this: Project - 123 is the project I created and those are the job items located within each individual work order. Each individual work order is linked to the main project through the RecurrenceRecordID field. -Michael

To the Community and Method Staff: We have been evaluating Method and find lots of things about it that we really like.  A key problem that we have is that our Web site already has a registration/authentication service into which our members login.   Our need is for our users to be able to click on "My Invoices" for example ...

Morning, I did my first project. So i created a project in field services and method created 5 work orders. So every day i entered job costing information for each work order.  What i did not realize is, at the end of the project, i could not see all the job costs for those 5 work orders. I could only get a job summery report for each work ...