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Hi Adrian,
If you look at the top of this Sales Rep screen, you should see this comment in italics:
"Due to a limitation of the QuickBooks Software Development Kit, you are only able to create new Sales Reps through Method. If you'd like to edit or delete a Sales Rep, you'll need to do this in QuickBooks."
This essentially ...
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We have directly entered a list of Sales Reps in Method from Quick Books Tab/Lists/Sales Reps. We want to tidy this up as we are now using Sales reps from Quick Books. How can we either delete the reps entered directly into the table or make them inactive?
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Hi Adrian,
You can do that by creating the alternate contact on Quickbooks, and it'll be associated on Method. Please take a look at this article that explains how to add an alternate contact.
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We are using Quick Books Enterprise and there is a complete section for Contacts. How do you set whcih contact in Method becomes teh alternate contact?
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This is a duplicate post, it was responded to in the MSP forums, here (only MSP's have access to this area if you can't load the link).
-Ben
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Hi sjk,
Technically all tables in Method support tags, if you want to add tags to your "Customer" table, you must first add the "TagList" field to your table. I have provided you with a link here, this is our article on tags, and we make this comment under the section "Creating a tag for another table". ...
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Hey Chris,
Your best bet is to create linked fields on the Invoice table that bring over fields from the InvoiceLine table, then base the grid around the Invoice table and share all of those fields. You can create a linked field for every field on InvoiceLine that you need. Now, based on what your'e describing I'm assumign you want a ...
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I want to create a grid with the fields below. I will need to share some of the fields between each other to get them all on one grid. What's the best way to do this?
From "Invoice" Table
AssignedTo
Customer
TxnDate
From "InvoiceLine" Table:
Item
Desc
Quantity
Thanks,
Chris
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So far in our QuickBooks 101 blog series, I've answered a few high-level QuickBooks questions, such as "Why is QuickBooks a good accounting software for my small business?"
Now, I'm happy to help answer user-based QuickBooks questions starting with "How do I create an invoice in QuickBooks?"
I will also ...
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