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Hello, where can we print packing lists? From Quickbooks I can toggle between an invoice and it's corresponding packing list from a drop down menu. Is there a similar option in Method?
Thanks,
Andy
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Thanks for the fast response. Adding terms works for me, but I can't edit the terms, even the ones I add myself, right?
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Andy -
No version of QuickBooks supports an EDIT of an existing term using the QuickBooks SDK. I guess Intuit didn't think people would want it - I'm sure we both beg to differ! We have no control over this, and all developers integrating with QuickBooks have the same limitation.
You should be able to ADD new terms, ...
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Hi, I get this message when trying to add/edit terms:
"This record could not be saved. The version of your
accounting software does not support edits on this list or transaction
from 3rd party software. Try editing the record directly in your
accounting software instead."
We use Quickbooks Pro 2009 as our desktop software. Is ...
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pdirect,
If you edit the grid on the screen (Item List) found at Home > Items and remove the Go to... column it should stop users from editing items because if they can't go to an item they can't edit it. You may also want to hide the New button. It is possible to make any screen in Method read-only by hiding or disabling any button ...
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I want them to use items on transactions, but I don't want them to edit/delete the items on the items list.
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pdirect,
What exactly are you trying to limit them from doing? Are you trying to stop them from removing/editing items as whole or removing/editing items from invoices/estimates/etc...? .
-Michael
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Thanks. I know I can limit what a user sees, but in my original post I said I did not want to limit what they SEE . . . I want to limit what they DO.
So your suggestion helps with the delete option, but doesn't fix the problem of editing an item. Anyone else know about this?
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RebeccaCA,
I would check to make sure that the Sales Order that are not syncing over have Waiting For Sync Approval? unchecked and that they are not showing up in the conflicts (QuickBooks > Resolve Conflicts).
-Michael
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pdirect,
In Method you can limit which Tabs a user can see, if you don't want to them to be able to edit or delete items them from the item list you can either not give them access to the Tab where the items screen exists or remove the Go To or Delete columns from the grid.
-Michael
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