Method Community

Laura emailed in asking the following:   Thank you for the info.  I installed the Outlook took, but as of yet the Sync and Send Selected appointments to Method are not active (grayed out).  I hope to have time to troubleshoot later today.   Also, what are advantages of having an opportunity? I am thinking it is an extra ...

Inderdeep, EDIT: Intuit needs to get their head out of their ass and start doing some real work on the SDK which seems to have been completely abandoned. This kind of functionality is a joke! Completely restrictive, and though we are using QuickBooks "Enterprise", it is yet FAR from an enterprise-level application by any standards. ...

Any plans to provide self checking of quotes and invoices for items or mistakes made in method that quickbooks will reject. At the moment i have to check peoples work and make sure there are no sync errors. IF quickbooks will not accept a 0 quanity why should method... i should get an error message  or the user can correct the ...

I am having two regular, fairly high impact issues with Method to QuickBooks sync.    The first issue is when bills are entered in Method, they dont always carry over to QB.  Often I will enter a bill in Method, then go to QB and see that the Purchase Order is still Open without a bill assigned.  I have recently begun ...

 Hi guys, First, congratulations on the new design – clean and sleek, good job. We’re having some issues with the “ARRefundCreditCard” table – not sure if it’s possible but we tried to process a refund without having a Credit Memo / Overpayment in the system. The Insert query went through fine with ...

I'd like to get an explanation from QB as to why they chose to key on total Quantity to determine if a Sales Order is 'closed' or not but it doesn't make sense on the surface. I don't mind calling the support line but I did want to document one thing I discovered this afternoon while troubleshooting/testing these LinkToTxn QB ...

I have another request, or question. Two of us are entering into Method, oportunities and activities are assigned to the appropriate individual. When we sync with Outlook we would like it to recognize whose activity it is and only sync that activity with the appropriate Outlook Calendar. Can this currently be done?

mlepitt - I'll add that curently we are limited by what Intuit has opened up, as Michael as pointed out. They are working at a pretty fast pace in opening up QuickBooks Online, so as soon as they make that available to us, we'll make that available to you. Paul

I have had this issue but with a estimate or work order that it would not show up.  Turns out that i forgot to "update" the itmes or forgot to save the whole work order.  I have gotten into the habit of saving or updating all the time. JM

GForce- Is there a Tax Item set for this invoice? If you are looking at this invoice on the Standard Invoice screen, what do you have listed under the Tax Item drop down? If its blank try selecting something. -Michael