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Phil -
Are you sure everything is actually synching up correctly in general?
1. If you go to QuickBooks > Synchronize, what do you have there as the last Full Synchronization date?
2. What about the last Changes-Only Synchronization date?
3. If you open up the brown "M" on your desktop next to the ...
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Once bills are posted under Bill entry screen, the balances are not reflecting to the Vendor list screen. After a sync with QB, they are reflecting under the Vendor section of QB but still not posting to Method.
Thanks!!
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Ryan,
Thanks for your reply!
I understand this is a test screen and I'm VERY grateful for the work on it.
Everything matches up (I'm going to email you some screen shots) but the amount is not carrying over.
I'll send you screen shots of the payment screen and then the non-posting screen so you can see what I see.
Thanks again!!
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Hey Bill,
Are you getting errors in the QuickBooks tab in method?
The one thing I noticed is that the "Payee Entity" has to be the same as the vendor's name that’s on the bill.
IE : if I’m paying a bill for "Ryan's Computers"
Payee Entity = Ryan's Computers
The drop menu for Payee Entity ...
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Hey Kierank,
I looked into the list builder and I noticed that this button is not functioning correctly, we are looking into this and it should be corrected shortly.
To edit any of the email templates you need to go to the Email Template screen. You can get to this screen by going to the activities screen, then under "send an ...
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Bill,
This seem to be related to your other post. Please post your question on the QXpress Online forum. Here is the link to the QXpress Online forum.
http://www.qxpress.com/cs/forums/9.aspx
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Hi if I use the activity and send and email to a customer it gets sent not problem so I know my mail connections are working fine. Howerver I am trying to use the list builder to send an outstanding invoice reminder, I populate listbuilder with the invoices, then I go to process the list and it asks me am I sure I want to send an email to ...
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Bill,
Thank you for your post. Since you are using the QXpress application, please post your question on the QXpress Online forum so the QXpress Online team can assist you. Here is the link to the QXpress Online forum.
http://www.qxpress.com/cs/forums/9.aspx
Have a great day.
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I created a test customer in QXPRESS and two estimates. Two days later I found several hundred duplicates of these two estimates in the customer record. I'm scared to proceed with implementation, not knowing how that happened.
Bill
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