Method Community

Hi Lee, Unfortunately it is difficult to duplicate this on my end. Any chance you could detail the steps you are taking and clearly identify what was done in Method vs in QuickBooks? Including invoice dates and numbers would be very helpful in each step. Have you taken a look to see if you have any conflicts in your Method account? In your ...

 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 ...

As a regular part of our order processing, we capture new orders as Sales Orders, and then create the Invoice from the SO via the 'Create Invoice' button in QuickBooks. All of the items, costs, etc. map over from the SO to the Invoice nicely. I haven't found the same function in the Method Sales Order interface. How does one create an ...

 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

I guess I should have said that I'm using QXpress Field Services (web). I don't have an elipses next to the Lead Source drop down. I'm going thru the "learn-a-new-software" phase here and am stuck.

We're starting our experience with the system, and our first trial had problems. Our (remote) Clinical Support mgr, working in Method CRM, created a new customer, entered a new Sales Order, and then generated an Invoice from that Sales Order. (Turns out she did it twice by accident, but I don't think that contributed to the problem.) On ...

 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!