Method Community

 Hey Richard, We have looked into doing this but found that there is an SDK limitation with converting Estimates to Invoices. We did find that using Method we could copy all the items on an Estimate, and inject that into the invoice table. The problem with this is that QB will not know that the conversion has happened, it will look at that ...

 Awesome! Let us know if you have any more questions.

Yes, Amanda that helps tremendously. Thank you.

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 Hi Matt, To 'Override default time of day to', you would need to set a default value. So for instance if you had selected the checkbox for "Use today's date/time" and in step 4 you set 'Override default time of day to' "7:30 AM" and publish. Then when you select a date the time portion of the date ...

Hi there I've added two new tabs to my Customer Centre - Client Overview and Job Notes Both of these use the plain text fields from the customisation options - and Client Overview works fine. BUT Job Notes - is exactly the same format but will not save - either when I press the custom save button I've created or when I click save on the ...

Richard - By syncing I mean that I expect that the iPad app would keep a local copy of your customers, work orders, items, employees, etc. and store them on the iPad. That way you could work away while offline and then sync when you get back online again.  This adds tremendously more work for your developer because they have to ...

Thanks Paul, Thanks for the info about the API. I figured that would be the way to go. By 'syncing', do you mean updating the app to match method updates? Richard

We'd like to be able to write an invoice directly from an estimate. It appears that the current method flow is estimate > create workorder > create invoice. Quickbooks can write invoices directly from invoices. Can method do this currently? Or can I attach a create invoice button to the estimate screen and make it ...

Dave - This would work similar to a invoice or other transaction that has line items. First you add and modify the line items, then you save the invoice using the SendToDesktop API call. In this case first you modify the ItemGroupOrAssemblyList.  Then you use the SendToDesktop API call on ...