Method Community

Just put the IsWaitingForSyncApproval field on the screen.  This is exactly what you are looking for.  If the invoice has checkbox in this field it won't go to QuickBooks. I think you should be able to default it to be checked, and default it to be hidden, so that the customer can't see it, but it gets set ...

I want to allow my customer to place an order through the Customer Portal, then have that order held for approval before becoming an invoice.  I've copied the Invoice screen to my portal tab already.  Do I need to create a duplicate table to hold all the information, then upon approval move it to the invoice table, or is there some ...

Is the Method Pro-services webinar still available to view? Can you provide a link please.   Thanks   Havefun   Mike

 Same kind of issue on the Invoice screen - Even though I've added the Warehouse module to the Methods account the "Ship from Location" field does not appear on the original invoice screen.  But if I copy the Invoice screen, the copy does show the "Ship From Location" field without me having to add it. I would ...

We're happy to announce that "Method Web Forms" are now in beta.  We unveiled this to Method Solution Providers at the Intuit Solution Provider Summit in Los Angeles last week.  I had the pleasure of demonstrating and getting early feedback from MSPs such as Herman Baptist and Joe Woodard.  Their eyes bulged.  ...

Hello, Ship To Address is not enabled in your version of QuickBooks, since it uses SDK version 6.0. SDK is the toolkit that Intuit provides 3rd party developers, like us, so we can integrate with QuickBooks. In order to enable the Ship To fields, you'll need to upgrade to QuickBooks 2010 or 2011, which uses SDK version 8.0 - this applies to ...

 Hi, Thanks for pointing this out, I'll look into this and get back to you.

Hi Antonio, I got some good news for you - I got it to work! Your formula should look like Iif([Item]='Comment',[BlankField],[Amount]) I'm not sure where you're pulling 'ItemFullName' from. You should be able to see 'Item' in the list of available fields to select from when creating your formula. Let me know if ...

Hello, No, Method wouldn't work with QuickBooks Online. Method only integrate with QuickBooks desktop version.

Hey Wendy, I am looking into this and checking if it’s by design or if it’s just not working correctly. If you update the location name, the Item location is updated in Method. However, what you are saying is that when you sync, your bin was labeled as follows "Widget (Receiving - Head Office)". When you update the ...