Search
-
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 ...
-
Hello Tim,
On the estimates screen, there is a button called More actions.... Click it and you will see an option to Create Sales Order. Click it and it will automatically create a Sales Order for you from the Estimate.
For the sales order, there is a button at the bottom of ...
-
Ok. Thanks. Where do I create the actions to copy over from an invoice to a sales order? Not sure where to do this in Method.
|
|
|