Method Community

Hello InstaDRY,     Oops, I didn't refresh the page in time.  Here are my notes if anyone else encounters the problem. It could be several things.  First, there may be a field that is outside of the report boundaries.  Watch where you margins are on the page in relation to it's fields.  Are any margin ...

Nevermind.  Found out that the extra page was the blank footer.

Hello Tim,     It looks like we sync with the customer notes field which is called 'Notes' in the customer table.  I could not find the transaction notes field.  Can you provide a path to where it is in QuickBooks?  When you need to find if fields are on a table, use the export tool.  In Method, go to ...

Hello Tim,       In Method, you can not create an invoice from an estimate because it is an SDK limitation.  You can get more information on the limitation HERE.  I am assuming your are on QuickBooks desktop.  The order you can do is Estimate > Sales Order > Invoice. For Invoices/Sales orders to ...

So I tried out the process from Method_Paul and deleted my mangled estimate template. Tried to copy the Quickbooks_Estimate sceen and that went through but still no resotred default estimate template. So how about that utility, because now instread of an estimate ruined by what seems to be a inconsistent undo function (things that come back from ...

I'm trying to put a page break in my route sheets and it seems to be adding an extra blank page with the header.  Any advice to fix this?  

Hello Tim,       Method does not have a default report that displays invoices of customer's who are categorized under a specific lead source.  It would have to be created through the report designer.  You would have to make a report based on the invoice table (or transaction table).  Then link back ...

Hi, sorry to keep wriitng you guys. I was also wondering if Method syncs the "customer notes" and "transaction notes" from Quickbooks? Im ok with having to customize this so that I can see/edit it, but I first wanted to know if the data is even there. Thanks. 

Is it possible to create an invoice from an estimate? I searched around within the forums, but I couldn't find any info on this. Thanks. I also forgot to ask how to create a purchase order from either a sales order or invoice. I appreicate your time. 

Mainly sales from each lead source. I want to know where most of our customers are coming from. I was hoping that after I input the lead source under a customers name that the report would pull from all sales from that customer, both past and future orders. I am not very familiar with the report desinger because i mainly use a mac, but I do have ...