Method Community

Hi Rajni, I am going to have to look into this and get back to you. -Michael

Emily- The link I referred you to was for QB Desktop and since you are a QBO user it will not be a good solution for you. When you create a PO in Method it will be synced over to QuickBooks Online and you will be able to access it from either Method or QBO. The best bet may be to create a new table and screen for RMA's -Michael

Emily- You can create different portals based on different tables from Method. The default portal is based on the Contacts tables but you can create portals based on Employees, Vendors or Customers.  One way of achieving what you are looking for(Without creating a new portal) is to create a custom field that keeps track of the portal ...

Emily- I am not exactly sure what you mean. If QuickBooks has an invoice Method will also have that same invoice no import needed (The Method Sync takes care of that). Are you referring to transactions not supported by QBO for example Sales Orders? Or are you referring to importing invoices from programs outside of QB. - Michael 

mlepitt, What exactly are you looking to import from QBO into Method? Method should take care of all the importing(Syncing) if there is something that doesn't sync there is a good chance the QBO sdk doesn't allow for it to be accessed. -Michael

mlepitt, Sales Orders are currently not available in QBO. The screen exists in Method but it is most likely there for when Sales Orders do become available (It is hidden by default). The particular issue you are having was addressed on the QuickBooks Desktop version of the Sales Order screen. -Michael   

mlepitt, Are you using a customized screen or is it the orginal screen? If its the orginal screen can you enable MethodSupport (Customize > Users ) and email me your account name. -Michael

wpdon, The "To be e-mailed" checkbox marks that PO as to be e-mailed in QuickBooks (QuickBooks has that same check box) it has no function in regards to emailing from Method.  You will need to customize the Purchase Order screen to get the results you want. I would recommend making a copy of the actions found in Print ...

pdirect- The Customize tab is available in the CRM and QuickBooks tab groups but with Roles now introduced into Method based on the users role they are limited to which tabs/tab links they can see. -Michael

wpdon, How are you currently sending them out? How would you like to send them out? And what you are looking for is possible through customization.  -Michael