Method Community

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

mlepitt- The Add to dictionary is currently disabled on purpose and currently we don't plan on enabling it reason being way may change our text editor all together, this is an issue that will be revisited. -Michael

Fred- Matt's suggestion should work, another option could be to move the word document contents into our report designer and use that. -Michael

John- You can't copy just the actions of a button from one account to another you would have to copy the screen. There is a way to email yourself a printable summary of the screen, which is useful in many cases. When editing a screen right click in the designer area and select Show Summary. -Michael

mlepitt- Maybe the default templates email templates were changed. If you go to the Invoice screen and click Print... > Customize Templates and click the Defaut Email Templates tab, do the templates here look correct? Did the user make a Payment or Add/Edit a contact? Maybe they did and the wrong email template was set. -Michael

Tscotto- This issue should now be resolved on the standard screen. If you click the Settings & Preferences link in the dashboard, and click on the Mapping tab in the window that pops up you should see an option for Include first address line when plotting addresses?, which by default is unchecked, this will toggle if the first line is ...

John- [quote user="John M"]1. I looked around my method account and in here on how to get link qbo to method and i could not find anything. Do i need to call this in for instructions?[/quote] When you sign up for QBO you will have access to install Method through the Intuit App Center. [quote user="John M"]2. If I am using a ...

mlepitt- If the AuditTrail export times out another option is to export the UserSignInLog table, it may have some of what you need as far as who logged in at the time of the email being sent. -Michael

lpierpont, You will have to recreate the Tab and all the tab links. This may help however. Below is a list of the setup of how the Activites tab should be, if you are using QuickBooks desktop the difference is that the screen name start with CRM_ instead of CRMQBO_ Tab: Activities Tab Link Name Opens ...

mlepitt- Try exporting the AuditTrail table using the Import/Export tool. -Michael