Method Community

Paulette, The Transactions table is probably the best table for the report. -Michael 

 Ok that's what I figured.  Would the Transactions Master Report be the best selection?

Paulette, The 2nd class drop down that you created will not be visible to QuickBooks and only visible in Method which means you won't be able to use Schedule Reports or QuickBooks reports to get information based on that drop down but if you create a Method Report you can use the information from that 2nd drop down. We have a couple of ...

Andy, There are currently no screens for adding Sales Reps or Units of Measure in Method but the tables for those screens exist in Method meaning you can create these screens for yourself. If you add a unit of measure to an item after it has already been added to an invoice it will not update the invoice you will have to update it yourself. The ...

 Michael, Yes, you have the concept correct.  I am a bit lost on the reporting part as I have not worked extensively with the Report Designer and am completely unfamiliar with the benefits of getting Scheduled Reports Thanks for your quick reply. Paulette

Paul thanks, I understand that it is used specifically for the contacts portal. that is where I am attempting to use it. however, I haven't made any changes to the Receive Payment Screen. the switch back to the home page happens whenever I click on any tab link or button that is supposed to view or redirect to the receive payment ...

Angelo, Currently there is no report to do this in Method, but you can create a Method Report based on the Opportunity table and use that to print a hard copy of the information. You can create a list of customers that are leads using Sales Center > List Builder that list can then be exported to Excel and printed. -Michael 

Paulette, Just to clarify let's say you are working on an invoice, you would assign it a class in the class drop down list but also have a second drop down list with additional class options(a 2nd class) based on what was selected for the class? Are you going to be using QuickBooks Scheduled Report for the P&L report or creating a ...

From the Items screen I'm trying to add units of measure. Right now, when I click on an item and hit the drop down for unit of measure, I don't have any options. Where do I go to add options to this drop down? Once I indicate the unit of measure of each item, will the invoices automatically update to reflect this addiitonal ...

How do you print a hard copy of the information on the Sales oppertunities Screen?  How do you print a lead sheet?   Thank you,   Angelo