Method Community

 Hi Phillip, To help you understand how invoices work; when you are on the invoice screen and you select a customer, automatically that invoice is saved.  The reason for this is so we can have a saved invoice along with a record ID which allows us to assign line items back to that specific invoice. The same applies to Sales Order, ...

Hey Phillip, I am passing this information to our team to see if this is the cause. I will have an update for you tomorrow after we talk. Thanks for the help figuring that out!  

 Hi Phillip, Thanks for pointing this out, we are looking into this.  I'll keep you posted.

 Hi Phillip, Once you finish entering the new item(s) you then hit save and close. It then takes you back to the invoice screen where you then have to either click on the drop menu for your new item or you can start typing the name of the new item you just entered. It should then populate your invoice. Then click on the update button. Let ...

 Hey Phillip, You can have Method use RecordID for the unique numbers. If you do this, you must only use Method to enter in invoice's. If you use QB as well then you will run into duplicates possibly. An action you could add would be to have Method check the number of the last invoice, then have it add 1. Hope this helps!  

it looks like the character that is causing us a problem is the " in the item name my template account has three items on the 2nd page of the inventory item list filter that you can look at it you'd like. i had no problem replicating the problem on my template account so I think I've isolated it hope that is helpful!

The item that was being used during the problem last was as follows: Merit Pro 1/2" One Coat Roller Cover <<<<< Item Description 00101 1/2" <<<<<< Item Name They have numerous items with the " character in them as well as / character. I'll see if I can't replicate the problem with some ...

 Matt, We received an error message and have fixed the issue. We've published an update to resolve the issue. Peter

Hey Phillip, I have looked into this and I think it may be item specific. Do you have this problem with all items? if not, can you let me know what the item is that’s doing this. It may have something to do with the Item Name. Also can you post the description that it should be showing. I hope to get back to you later today about ...

 1.  In which Method QB DB table and fieldname can we find the  beginning $ balances by account? Is it in the ACCOUNT table? 2. The Method QB Tables (transactions) show all $ balances as positive, even when they are negative. Where is the Debit/Credit indicator?   Thanks Keith