Search
-
Was this done using the original Portal or something that you have customized? The message you’re getting is regarding the Administrator User Name. What do you have selected as the User in step one of the Third Party Portal properties?
Under the Third Party Portal tab-link, click edit beside the Portal and make sure there is a valid user in ...
-
Hello Sue,
In this kind of situation where you feel you have done everything correct and Method and QB are still not talking, we urge you to contact your business consultant as soon as possible so that we can restore this function.
Things to think about before contacting your rep;
Have you synced your Method account with another company ...
-
I submitted a test question on the customer portal using my contact info and
Normal
0
false
false
false
EN-US
X-NONE
X-NONE
MicrosoftInternetExplorer4
...
-
Our Quickbooks file in Method is not automatically updating. I believe I did the initail Sync correctly, I do have data in there; however it is still the data from when I initially did the sync. When I opened up Method all the information has not changed since the sync. I checked to make sure I do not have any conflicts in ...
-
Hey Snowy,
You could use either Method or QB. You would need an action that checks Method for the highest number used so far for an invoice, then it would add 1 to that. When you go into QB, QB will check to see the number of the last invoice added and add 1 to that.
To add the action, you're going to need to loop through the table ...
-
Hi Bill,
This is something I can relate to but unfortunately there is currently no option in Method to copy a specific section of one screen to another screen. The section is still part of the same Activity screen which is built off the Activity table. The Invoice screen is built off of an entirely different table. It sounds like you should use ...
-
Hi Ryan,
It would be best to contact your Business Systems Consultant to discuss this. You'll have 2 options: you can either do consulting time or if you would like your Consultant to customize the screens for you then you would choose a package;. It is $125 an hour for consulting time and the pricing for the packages can be ...
-
hi
just wondering how much is the cost to get a few of these issues sorted out so we can start using the system, we currently havent really been able to use it since having the package the way we thought we would, just little things like changing it to a £ sign on the invoices, so the reception person can invoice from it properly etc, thanks
-
I'm trying to copy your section in the activity screen that allows emailing.
I want that section available on my invoice screen.
I'm not understanding all the programming of how to get it to work if I create each field on my own and try to figure out how to re-create all the actions you have already created in ...
-
[quote user="Method_Ryan"]An action you could add would be to have Method check the number of the last invoice, then have it add 1.[/quote]
Hi Ryan - does that allow you to enter invoices in both QB and Method, how to you add the action?
thanks
|
|
|