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Hey Guys,
Nice rebound from the last post Joe , This is a great explanation of how fields in Method are linked to Quickbooks.
Hope that helped you out Jacob
Thanks for helping Joe!
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We really need more info to determine the root of the issue. I will assume that your internet connection is a reliable high-speed connection and there are no bottle necks with internal network traffic.
Where is your QuickBooks file located? Make sure it is on a machine that can process all QuickBooks requests as well as any other processes that ...
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Hi Jacob,
You would check that ‘To be emailed’ option if you wanted to send that specific estimate or batches of estimates via QuickBooks.
If you wanted to e-mail estimates via Method then you would want to customize that screen to do that. The ‘To be emailed’ option wouldn't be relevant in this case, since the ...
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Hey Joe,
You should see this is all fixed up now, thanks again!
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I figured this out. No worries.
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Good Afternoon:
Is there a way to import the customer transactions/invoices so they appear in the Method?
I opened the quickbooks tab, then under transaction history I selected: Maintain for 180 days and Invoice 365 days. Then I synchronized changes only. Nothing seems to have imported though.
Did I follow the right steps? Thank you - ...
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I've been using Method quite a bit lately trying to figure as much out as I can.
In the estimate screen you can set the estimate to be emailed. I don't see how to send it though. Are you supposed to send the estimate in Quickbooks or is there a way to do it in Method?
Thank you - Jacob
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Joe,
Checkbox captions are already closely aligned to the actual field. Are you trying to create more of a space between the caption and checkbox in this case?
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I don't know if anyone else has had a problem with data lag but this is what's happening.
Once I hit "SEND ALL TO QUICKBOOKS," it processes immediately and says "89 records sent to quickbooks."
Then I go to QuickBooks and NOTHING IS THERE. I set a timer....20, 30, 40, 50 minutes pass....
About 2 hours later, the data ...
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I am using the API Insert/Update to insert the duedatestart(activity table) field. In order to get the time portion to be correct, I need to adjust for the difference in time zones. That worked fine until the time changed this past weekend. Now everything that gets updated is an hour off. Any suggestions on the best way to handle this?
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