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[quote user="micheleh"]How does the cost of the item get entered?[/quote]
If we're looking at the same screen then the cost of the item is entered on the new item screen. From the QuickBooks tab group click Lists > Items then click the New... button. From this screen (depending on the item) you should be able to enter ...
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I just wanted to add here that we default to the last 31 days because syncing a high number of transactions can slow down the use of QuickBooks while the sync occurs. Best practice is to only pull in a longer date range for specific transactions and not all of them.
~C
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[quote user="micheleh"]Is there a setting that I need to change?[/quote]
It sounds like the Transaction History timing is set too low for your estimates. By default we only reach back 31 days into your transaction history, longer than this and you'll need to adjust your default settings.
Go to the tab Quickbooks > ...
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[quote user="CDS_Josh"]Is this possible? I can get it to show as a date, but cannot convert to an integer or number[/quote]
I'm not sure exactly what you're trying to do but I'll try to point you in the right direction. If you look at the Edit screen for your calculated fields you should be able to change the ...
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Another suggestion for you is to use the MethodAPI if you have access to developers. You can handle a batch import of checks and deposits in this way.
~C
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[quote user="AutumnW"]Any idea what could be going on or how to get them to show in QB?[/quote]
You're not going to be able to batch import checks (or deposits) in this way. There's background processing that goes on to create the transaction numbers and link up these records, the import/export tool is just not meant to ...
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[quote user="John M"]What happens when I make it billable?[/quote]
Billiable means that those items or expenses would be billed against a customer job. For example, if you were a contractor and required supplies for a job you would enter those supplies as billable items against the customer. This is to help keep track of ...
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I think what you need to do here is to add a linked field from the Customer table to get this field into the Contacts table. Try that and see if it fixes the problem.
~C
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[quote user="John M"]When i create a work order from a case[/quote]
I just want to clear up the terminology, work orders are separate from cases in Method and from the stock screens you can't connect a case to a work order. Are you talking about the job name area that's on the grid view for works orders? If so you ...
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[quote user="John M"]Is it possible to make a new report?[/quote]
We only have access to reports QuickBooks shows us in their SDK. If you're not seeing this report then it's because we're not allowed to access it from QuickBooks.
~C