Method Community

I must be doing something wrong because it's not working

I must be doing something wrong becasue it's not working

Hi Wentsi, Here's my answer. In order to import a list of contacts to the existing customers, You can check our blog (video tutorial) mentioned in link below as it guide you through how to import multiple contacts. in a very easy ...

Hi Neil, Can you answer a few questions for me please: What type of changes are you making that don't affect the total? Describe the steps if possible.  Are you able to reproduce this issue consistantly? Does the total on the PDF match the total on the grid, at the bottom of the Amount column (after the grid is updated by the ...

How do you import a list of Contacts for each Customer? When I try to export a table, I don't have the option of selecting contacts but only customer in which it only allows me to import/export the main and alt contact.  i.e. for each Customer, I want to add a contact for deli manager, bakery manager, etc. Thanks! Wentsi 

No Problem, I am glad the problem is resolved. -Inder

Hello Russell Yes I am using the print preview button, it has not been modified in any way.

My bad.  I forgot to include the new website in the allowed list.

Hi Alex, Here's my answer. I suggest that from your Add or Edit Work Order screen, in your Invoice type dropdown menu change the "Invoiced" type to  "To be Invoiced" and then try to create the invoice, I am sure you will be able to create it because the workorders To Be Invoiced can have invoices created. Let me ...

After you create an invoice off the WO, the Invoice Type = "Invoiced" However, although the Invoice Type on one of our WOs = Invoiced, the invoice has not been created in either Method or QBO.  I can't create a new invoice off the WO since it already is indicated as Invoiced. Any ideas on how to fix?