Method Community

I appreciate your explanation.  Please keep up the good work. 

   It is a feature request because syncing an email with an invoice was not available before.  The email field is not on the invoice table in Method to sync over.  For the email to sync, we most likely will have to add it to the invoice table and add it to the sync code.  It's not a bug because nothing technically ...

Hello Tim,    It would be a very involved process.  I had the Estimate to Sales Orders actions in mind.  If you look at the QuickBooks_Estimate screen and the Create Sales Order actions in the More Actions... menu, you will see the actions.  The most important is Insert Records Into Table.      The ...

I'll call in a case; however, I'm curious why this would be a feature request vs. a bug?  

Hello James,     I have had two customers report this as well.  To reiterate, if a customer has an email in Method and an invoice is created, the email address does not appear on the invoice in QuickBooks Online (QBO).  I believe this is a new feature in QuickBooks Harmony.  Or I should say a difference between the ...

I create invoices from method but usually send them to my clients from QBO.  When I create an invoice within method, it will not populate the customer email address within the QBO invoice.  I've used Method for some time now; however, I've recently migrated to the QBO online version.  I can't report if this problem has ...

Hello James,     It's coincidence and a bit of Murphy's Law.  If it happens again, let us know and we can help resolve the issue. Greg

The Web-to-Lead forms began working again a fewminutes before your reply. - James

Sorry Greg. My mistake. I meant to write how do I copy from an invoice or sales order to a purchase order? You mentioned originally I would have to customize what fields copy over. Ideally I would like to copy over only the fields that I have checked via the line item check boxes. Thanks. 

Hello Justin,      There is no mass delete function in QuickBooks.   You can delete them one-by-one but can be time consuming if you have many records.  The only real way is creating a function to delete the activities.  Take a look at our Help Center article on the customization for an example on deleting ...