Method Community

Yes, we're using QuickBooks Canada. So if an item has a basic GST tax applied to it, but the invoice is in an HST province, the HST for the customer overrides the GST for the item on the invoice. The problem is that this doesn't happen for groups, and I don't think you assign a tax code to a group. The tax code for each item shows up ...

No. All items in general have a tax code assigned to them (or I suppose they could be blank). When doing an order, QB/Method applies the customer's correct tax code to all items, overriding any existing/default/blank ones. The problem I'm having is that this does not happen for an item group.

So you're saying Method cannot be used to process orders that may contain "package" items. They will be transferred into QB with a single (default) incorrect tax codes? Please confirm.

Normally, when doing an invoice/sales order, I add individual items and when I save the order, the tax code for the customer is applied to the invoice. However, I made an item group in QuickBooks that is comprised of several items, with a default tax code of "G". When saving, the taxes applied do not readjust to reflect the taxes ...

Any updates on this? The same thing is also happenign to Sales Tax Codes, where for some customers I now have different codes for different subaccounts - which, again, is not possible to do in QuickBooks but is showing up in Method. This is causing major issues and should not happen.  I need this fixed ASAP - please suggest a course of ...

No, I just want the parent and all job types to have the same sales rep for each customer. I never want them to be different, and I know QuickBooks doesn't support that anyway. But I find I'm able to change some, but not others, and I end up with customers that have one sales rep for the parent and staff subaccount, and another sales rep ...

I cannot find my old thread about this but it's a continual problem that is causing significant issues. All I want to do is assign different sales reps to certain customers. I am starting with individual accounts and then if that works, I can use the export/import function in Method to do a few at once. But the problem is, my changes do not ...

I need this addressed urgently, as we have a promotion going out. We have never used Method for using discount items - we left that to office admin. But now we're doing a promotion with grouped items - one of which is a discount. The problem is that in Method the discount appears as a positive number instead of a negative number, which is ...

It's a copy of the original screen, but the only change I've made is which fields are shown (and in what order). And, as stated a few posts earlier, I go the same error on the stock screenas well. And this is a recent thing.

I was using the mobile sign in URL. But the first time I pasted it in from the browser, whereas the second time I went to methodintegration.com and navigated to the mobile screen. I think it' wass a weird cache thing as well...