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Hello,
Have you taken a look at our 'Copy Work Order(s)' screen? It maybe able to help you achieve this out of the box.
-- Mortaza
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Hey,
From my testing with the same setup it did insert a work order for Apr-04-2016
It's tough to say why it skipped Apr 4th (which is the Monday) when inserting your recurring dates. I'll play around with recurring dates to see if I'm able to find a reason. But to save you time if that is the only Work Order it ...
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Hey Mike,
You'll need to update the Format String as such:
-- Mortaza
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Hey Deb,
Yes, Method does integrate with the latest QuickBooks Pro 2016.
-- Mortaza
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Hey Rick,
After exporting, which application are you opening the .csv file in?
From my testing, opening in Google Sheets it displays correctly:
-- Mortaza
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Hey Brian,
If you would like to activate the MethodSupport User on your account and private message me your compant account name, I can log in from my end and take a peek at what's going on.
-- Mortaza
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Hey,
It might be that you are entering too many characters for the Contacts name. Which has a character limit set by QuickBooks.
Please try decreasing the character count, follow up with the results.
Mortaza
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Hey,
The update is working its rounds, you should receive the prompt to update by end of day.
-- Mortaza
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Hey,
To copy a template from one account to another:
- File > Save As
- Input the different company account credentials > Connect
- Create New Report
That should save the report into the new account.
- Mortaza
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Hey Mahlon,
I have created a ticket for our development team to take a look. I'll send over another update as soon as I receive one.
-- Mortaza
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