Method Community

Is this still the case? If so, why are we able to add a file attachment field to a table but we can't add the ability to upload to the form?

Is there a way for me to just collect the credit card information and store into my quickbooks from a web form? All I need is card number, exp. date, cvc, name on card. 

Hello Justin, For me they should be the same, in fact in QB they are treated as the same. The only advantage I find in them being different is when related to recurrent work orders in the fact that if synchronized with QB all those future recurrent SO's (WO) would be affecting your inventory stock status by item report if ...

Hi Robert, You could try experimenting with different Roles in QuickBooks to see if any of them allow you to sync TimeTracking on a non-master-admin user. - Justin

Hi Marco, A Sales Order is an agreement for your customer to buy something off of you, which you may or may not currently have. It is generally used in a product-based business. Sales Orders are transactions and do sync between Method and QuickBooks, assuming that they're supported by your version of QuickBooks. A ...

In QB Work Orders are Sales Orders, but not in Method. For what I see WO's dont sync with anything in QB. What's the advantage of having it configured this way instead of WO being a SO by default? Thanks,

Hi industrialrobotix, I did as you described and was directed to the New / Edit Estimate screen. I believe this is the expected behaviour. Are you experiencing something different?  - Justin

For almost a year since we started using Method, we have used a QB user other than admin for the quickbook login and MIE worked great.  Now I'm told the qb login should only be the admin user for us to avoid this time tracking error we had.  

Hi GroGeren, Take a look at this forum thread. Does that help? Let me know. - Justin

Hi TLoock, There are To be emailed in QuickBooks? checkboxes on the various transaction screens in Method (Customers > Invoices, Customers > Estimates, etc.). Hope this helps. - Justin