Method Community

Hi, so if I understand it correctly, it will still add the bills to Method, it will just not sync them with QuickBooks? - And yes, we do have a password set for the closing date in QB - No, we are able to add returned items or input invoices dirrectly in Method to the closed period. - yes, even invoices entered in Method synced with ...

Actually this situation happens a lot where you have an invoice with no Line items.  Method user starts to enter in a record, then decides doesn't want it.   I agree it shouldn't be that wsay but it happens. Once a Customer is entered then Method "saves" the record to generate  a Invoice or SO header record. I ...

So, rather than simply creating a LEFT JOIN or INNER JOIN query, I create an entirely new field that links to the table in question. Unfortunately this would result in about 30-50 hours of sync time every time I need to create a new association given the size of our database. You guys need to make JOIN available or at least a pseudo JOIN available ...

   Thanks Fran for the insightful response.        In summary, you can use Opportunities to track your pre-sales activities.  It allows you to add activities, estimates, invoices and any documents you have that relate to your pre-sales actions.  You then have everything in one spot so you can monitor how the ...

Allison, Unfortunately, you cannot convert a customer back to a lead. Once the customer is entered into Quickbooks (QB), there is no turning back! If you sync an estimate to QB the lead will automatically be converted to a customer because in QB the estimate must be attached to an existing QB customer. Like you said, ...

Hello again swm023, [quote user="swm023"]What is the best way for him (us) to create a subcustomer when an opportunity closes and be able to create invoices and have everything sync correctly with QB?[/quote]Not sure how well this will work for you but what some of our clients do is create a new Customer and select the "parent ...

Chad, Thanks for your response...I am either extreemly tired or don't have the correct permissions on the user that was created for me, but I still cannot find where you are add the sales rep names so that they will show up in the drop down. When I go to my method account if I choose the "QuickBooks" tab the only options are Sync, ...

 Sort of, but I'm a bit confused. In the "Converting Estimates To Invoices To Sales Orders" webinar, I see in the "Edit Customer" page, there is a "Transactions" section in one of the tabs near the bottom. I also notice that within this "Transactions" tab are both invoices AND estimates. We have a ...

I am attempting to create invoices from work orders or work order lists.  I am not getting any error message.  It appears that the request takes you into a loop.  It does not create the invoice in Method so it cannot sync into QuickBooks.  If you go straight to create invoice in Method it works.  I have tried this in both ...

Michael -   What I found is that Method was unable to prevent you from trying to build an assembly that doesn't have enough parts to build, therefore it wouldn't populate line items/sync with QB.  We would really like to see the list of items and available QTY before building and a QTY can build at the top of the form.  ...