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Hi Nancy, and welcome to our Forums,
Q1: INactive customers - do they all come over with the first sync?
- Yes, on your first sync, your inactive Customers should get synced over to Method. If you don't see them from your Customers->Customers and Contacts List screen in Method, make sure you have selected the "view ...
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Hello,
We've been able to re-create it and there is a ticket in with development. We'll have to let you know when it has been resolved.
- Greg
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The following indicates which accounting application(s) the release note(s) apply to.
QBD = QuickBooks Desktop
QBO = QuickBooks Online
Receive Payment
Fixed (#1099) - Addressed an issue where CC data was not always being cleared after a payment was processed. (QBO)
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Quick note, I THINK that "CustFld1" was originally available in Method and I renamed it "StaffAccountStatus" to that changes to that field in QB or Method would cascade in both directions.
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I need this clarification...this thread has gone on FAR too long and is immensely frustrating.
If I create a custom field in QB in the Customer detail interface/screen, WHERE does it show in Method? Does it have to have values to show up in Method? If it shows up, what name does it have? "CustFld1"? I mean, there are columns in the ...
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Any update on this? The problem is still happening in Feb. version and it's a pain to switch to Oct version when I need to use this feature (twice this AM).
Thanks
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Hi Mahlon
This can definitely be done but requires a bridge server.
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I'm new to what the API can do.
I have a client who sells pergolas from their website. These are larger ticket items. Is it possible to push the sale from the shopping cart into method so we can print out a work order?
Thanks in advance.
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Does anyone have any input for me?
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Hello Shelley,
I would recommend re-copying the default screen and trying again. There is no way to re-connect the links without modifying many things.
Check also your actions on buttons and on the OnScreenLoad actions. To check the action on screen load, go to your screen designer with the view open. Click ...