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Hi joshtodd,
I am unable to replicate your issue. What is the name of your report, and are you selecting the correct report in Method? Also, what screen are you viewing the report from?
To be proactive here can you also provide the following information:
1. What report did you copy and edit?
2. What are the Master and Detail tables you ...
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Hi Kitty,
You can convert Leads to Customers but not Contacts to Customers, so in this case you would need to create a new customer for this contact. Don't forget to remove them from the original customer if required.
- Ashur
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Let me add on to my previous post.
The idea with the "wait for sync approval" field was to flag transactions that were not supposed to go to QuickBooks yet. Out of the box, we don't have a pre-determined work flow to use with this checkbox. So if someone decides to check the box, it is up to them (or another user) to remove the box ...
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It can be a little overwhelming at first but if you need further assistance you can always speak with an in-house Consultant or Method Solution Provider for either a training session or to do the customization work for you. Not sure why you're receiving an error when clicking that particular link, it should initiate a video file download. This ...
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Hi Karen,
To view Non-Posted Transactions go to the QuickBooks Tab Group > QuickBooks Home > QuickBooks Dashboard > scroll down to the Non-Posted Transactions section where you will see a grid listing all transactions that haven't been synced to QuickBooks. The user/manager would use this data to find the invoice and "approve ...
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Hi Beth,
We don't have a webinar specified to customizing the Home Dashboard but here's a blog post which will certainly help you out. You can find the names of the specific charts by making a copy of the CRM_Home Dashboard screen then editing it, then edit each Report Object and check which report is selected. For example, ...
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Hi Karen,
Any other users who connect to that QuickBooks file and use Method will need the Method Integration Engine installed on their PC's so that changes made in QuickBooks sync automatically to the web. Check out our Initial Setup Guide for more information.
- Ashur
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Hi mlwells,
If you're going to use a different QuickBooks file then you will need to create a new Method account. In order to keep your data you would need to either re-enter it in your new account, or export it from your current account then import it into your new account, however this won't be easy as it is a flat file import ...
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Yes they would exist in their respective tables, for example a custom field for vendors would appear under the Vendor table in Method, a custom field for the employee field would exist in the Employee table in Method, etc.
- Ashur
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Hi andy,
Are you talking about the custom fields when adding/editing a customer record? If so, after creating a custom field in QuickBooks and performing a Full Sync, you can find the field in Method within the Customer table.
- Ashur
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