Method Community

 Hello, Update: One of our developers just double checked and corrected me that the SDK does support the conversion of Sales Order to Invoice, however, this is not a feature that is currently available in Method. Sorry about that. We'll add it to our list of features to be added in the future.  Thanks for using our forum.

 Hello, Method, like any QB 3rd party application is limited by what is provided by the SDK from Intuit.  The ability to convert a Sales Order to an Invoice is one of those features that are not included in the SDK, hence it isn't available in Method. However, we can customize a work around that would allow you to copy the line ...

 Mike, Thanks for pointing that out, QXpress has their own dedicated forum and you can post your questions by using the following link: http://www.qxpress.com/cs/forums/default.aspx

 Hi Mike, To add a new value to the Lead Source dropdown, click on the '...' icon next to the dropdown. A pop up screen comes up - "Add / Edit Lead Sources", here you can enter your new Lead Source and it will go into the LeadSource table. Once you enter you new value and update the grid, the next time you click on the ...

Hey Claire, We understand you want to update your QuickBooks to the most current version. This dropdown feature is brand new and we do not have access to it through the Intuit SDK. Since this feature is not included in the SDK, we nor any 3rd party app would be able to incorporate this feature. Currently Intuit is not updating the SDK anymore.

 Hey Claire, Unfortunately we are not able to put in an undo feature. One work around that you can use and is a good thing to get into the habit of, is copy your screens before you make any major changes. This will help you out if you make a mistake, you will be able to switch back to the older screen in seconds. Hope this helps you out!

On December, 23rd @ 1:00pm EST, Valbon Shabani will continue with the next instalment on objects in Method. This level 2 webinar will cover additional objects with a focus on the calendar object, date picker and time picker objects. Space is limited. Reserve your Webinar seat now ...

 I received the following question via email: I have searched the documentation and the forum with no luck so I think it’s ok for me to ask you about reports.  No reports show up at all in my report screen.  Were basic reports supposed to be synced from QB?  I’m not sure if there is something I need to do to import ...

 Hey Jim, After working with you today, we were able to figure out this was a small problem with the screen. Updates for this should be available next week.

 Hi Richard, Have you checked if the estimates are in QuickBooks? Also can you check your transaction history under the QuickBooks tab > Synchronize.  If it is set to sync with data for the last 7 or 14 days for instance then you wouldn't see the transactions prior to that date. Once you get back to me on these questions we ...