Method Community

Greetings, I cant seem to find any info on this. What happends when Quickbooks Home>Bill. and i enter a expense or Item and enter the customer and make it billable.  What happens when i make it billable? Thanks! John M

Greetings, When i create a work order from a case i put in the comment section a brief note about the nature of the work order.  When i go into field services work order list, that brief note or job name, its a space down so its hard to see.   Thanks!  John M

Greetings, Home>Quickbook reports I am looking for a Budget VS Actual report but i dont see it in Method.  Its in quickbooks.  Is it possible to make a new report? Thanks

Greetings Method CRM Pro>Customer>Contracts>update contacts screen right now, if you check the op out of invoices, method will not send a estimate by email.  How about one more check mark  for opting out of estimates? Having three choices some people will get the estimate but dont want the invoice becasue it goes to a ...

After looking at what i was trying to do im looking at using one grid.  I added a new field to the lineitem table called Divisions and added that to the Grid. That way a divison can be sprinklers, lawns, lights, decks, etc. The other field i added was itemtype to the grid. That way i can filter all my labor for the whole job or just a ...

Greetings, I am working on a custom estimate screen for my landscape co.  One of the things i need to keep track of is making sure everything on the blueprints are entered in estimates. I was thinking of making a grid to each phase of a landscapers project. So one grid would be for all the plants, Another grid for lighting/sprinlker timmers ...

Found the issue quickbooks 2012>Vendor Center> Vendor tab> (choose your vendor in this case JohnMDrawing)> Edit Vendor> Account Info tab> Categorzing and Defaults and the dropdown list called type.     Ok. the JohnMDrawing was the only vendor that had type dropdown list filled in.  So i made it blank. Went to ...

This is interesting it will not process my drawings out of our business account.  Maybe I am doing this wrong...here is whats going on.  1. I go to bills, 2. As a vendor i choose JohnMDrawing 3. Choose accounts payable 4. In the line item i choose Drawing 5.These transactions are in quickbooks ready to be paid.  6. I go to ...

Greetings, The above issue did get fixed....but now its back again.   John M

I see that my changes are now in mobile JM