Method Community

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, ...

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 ...

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 ...

 I want them to use items on transactions, but I don't want them to edit/delete the items on the items list.

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

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?  

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 

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

Only some of the Sales Orders being enetered into Method by our sales rep are syncing.  Why could thgis be?   I ran a manual full sync to see if it would catch the missing SOs but it only caught one.   Please help!!!      

I want users to be able to see items (i.e. inventory items list) and interact with items (i.e. create orders), but I would like to keep them from editing the pricing, deleting an item, etc.  Is this combination possible and if so how?