Method Community

Thanks for the fast response. Adding terms works for me, but I can't edit the terms, even the ones I add myself, right?

Hi, I get this message when trying to add/edit terms: "This record could not be saved. The version of your accounting software does not support edits on this list or transaction from 3rd party software. Try editing the record directly in your accounting software instead." We use Quickbooks Pro 2009 as our desktop software. Is ...

Got it. Thanks Michael!

Hi Michael, We're using Full Blown. The deleted screens are also native to Quickbooks, so shouldn't belong to an App? Thanks, Andy

From Customize -> My Account -> "Which screens make up this app?", I deleted a few screens that I originially wanted to leave out of Methods all together. Is there a way to restore these?

Okay, I think I figured out number 1. Just select once only on number 6 when doing scheduled reports and make the run date the current date? If there's a quicker way, please let me know.

I'm trying to figure out a couple things regarding accessing Quickbooks reports from Method. 1. How do I generate an ad hoc report from Method, similar to what can be done with QB Pro, without going through scheduled reports? For example if I want to take a look at a quick YTD P&L. 2. Is there a way for us to allow managers to create ...

Thanks Michael. I just had my terminology mixed up. I was following the directions above to edit invoices when I wanted to edit bills. Works now.

I've gone in and filtered first by invoice due date. However, when I go back to vendor center -> bills, it starts on December 2010 and starts working backwards, which is fine. But all my January 2011 vendor invoices are put at the end instead of before the December 2010 invoices. What am I overlooking when I customized?

For the first question above, is the only way to edit a screen to copy it first? If I make a copy and point all new links to the copied version, what happens if I decide to go back to using the default invoice screen? How do I get all links to point back there?