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  • Re: Create an Invoice from an Estimate

    Unfortuantely we dont have a timeline in place right now for when this one will be implemented on our end. But I can say that it has certainly been a requested feature here. If you had any further questions about how to implement your Custom solution, please feel free to Post here or on a new thread and ill be happy to help out. -Ben
    Posted to Method General Q & A (Forum) by Method_Ben on 04-04-2016
  • Re: Sync Error Message

    Hi there mmcbride, Are you making sure you log in as the Admin User? You might need to re-add the certificates as the admin user in Quickbooks, as there was a certificate update done on our end a few weeks ago.&nbsp;If you need any assistance with this, please Let me know, or email us at support@method.me and ill have a support representative ...
    Posted to Method:Classic General Q&A (Forum) by Method_Ben on 04-04-2016
  • Re: Grid View Permissions

    Hi Blake, Similarly to your last question regarding Screen level permissions based on user, there is currently no direct&nbsp;way for Grid views to be filtered by user in Method:New. If you were interested in building out a custom solution for this one, let me know and I can point you down the right path. Thanks Blake. -Ben
    Posted to Method General Q & A (Forum) by Method_Ben on 04-04-2016
  • Re: Tab Groups - Views By User Group

    Hi Blake, Unfortunately as of right now, there is no direct way to set up&nbsp;screen level&nbsp;permission to allow users access to certain apps or screens. This is something we are working on implementing in the future however! There are a few ways you could work around this in the meantime however. You could assign an action result ...
    Posted to Method General Q & A (Forum) by Method_Ben on 04-04-2016
  • Re: Create an Invoice from an Estimate

    Thanks Ben, Do you have a timeline for when Invoice creation will be put in place?&nbsp; If it is far off in the future, I will look at the Sales Order App as you suggested and try to figure it out.&nbsp; Thanks for the help. Kenichiro
    Posted to Method General Q & A (Forum) by kenichirio on 04-04-2016
  • Re: Sync Error Message

    I am also getting the same error. &nbsp;I&#39;ve never come across this error below and have been successfulling syncing for over a year now. &nbsp;I&nbsp;checked my QuickBooks preferences as instructed above and am already set to to allow acess to Method Integration Engine for use with QuickBooks. &nbsp;I don&#39;t understand why I suddently ...
    Posted to Method:Classic General Q&A (Forum) by mmcbride on 04-04-2016
  • Re: Create an Invoice from an Estimate

    Hi Kenichiro, By default, there is currently&nbsp;no way to directly&nbsp;create an Invoice directly from an Estimate. We are working on implementing this functionality to more closely Mirror the QuickBooks Online functionality, so keep a close eye on our release notes for future updates! https://www.method.me/cs/blogs/releasenotes/ If you were ...
    Posted to Method General Q & A (Forum) by Method_Ben on 04-04-2016
  • Re: MethodAPIInsertV2 login validation errors.

    I see several errors on the 31st related to deadlocked transactions (meaning there may have been competing actions occuring on the same record) - This isn&#39;t related to authentication errors, but these are the only errors I can see related to the Insert action. If you are still having these errors today, would you be able to provide me with a ...
    Posted to Method:API Q&A (Forum) by Method_Jonathan on 04-04-2016
  • Re: App Ribbon New Button

    Hi Ben, The app ribbons work.&nbsp; However I was hoping to pass the Active Record ID of the Contact to my Jobs App when the +New button is clicked.&nbsp; I noticed that other apps are able to do so.&nbsp; What is the process they use to grab the Active Record ID information? Ken
    Posted to Method General Q & A (Forum) by kenichirio on 04-02-2016
  • Re: Create an Invoice from an Estimate

    Ben, How does one create an invoice from an estimate then?&nbsp; Is there no way to do that?&nbsp; It seems like something that you should be able to do.&nbsp; Thanks for replying to my forum posts. Thanks, Kenichiro
    Posted to Method General Q & A (Forum) by kenichirio on 04-02-2016
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