Method Community

Sorry John I meant the November version.  It should be working now. - Adam

John - can you test this again in the October version? - Adam

Hi John I can confirm this happened on my end too.  I'll put in a ticket for this issue. - Adam

John - This issue has been resolved. - Adam

Hi Tom, There are a couple of possible reasons for this.  One could be conflicts.  Go to the Quickbooks tab > Resolve Conflicts.   If there are any conflicts there, those need to be resolved, especially if they are invoice conflicts as they may be preventing QB from syncing.  A good way to troubleshoot conflicts ...

Hi Tom, Just so I'm understanding correctly, are you trying to create an invoice from a work order in Method?  If so, in the work order screen for Method, if you click the Activities button you are presented with a list of activities you can associate with the work order.  One of those activities is Create Invoice and it will ...

We recieved this email from Andrew: [quote]In Quickbooks, customers' invoices are directly associated with their respective customer records. My question is, when qb syncs with method, do the invoices 'go into' method so that invoices are right there?[/quote] Andrew, Yes, the invoices go directly into Method.  Once the ...

Shaun, The calculations in amount are done behind the scenes to ensure data integrtiy with Quickbooks.  Chad gives some good detail here about how and why it works like this.  My suggestion would be to hide all but the item, description and rate (hide the Amount field).  You can then rename the Rate field and ...

Hi, You wouldn't have to rename the lead.  What you should do is edit the Lead, and you'll see a section for Additional Info.  In this section there will be a dropdown box where you can link the lead to a job. You could still rename the Lead if you wish, but it's important to link the Lead to a Job using the ...

[quote user="swm023"] For my invoices I only need Item, Description, and Amount. [/quote] Hi Shaun, What you can do is hide the fields you don't need when the screen first loads.  To do this, you will have to customize the screen a little bit.  I'd make a copy of the screen and edit the copy.  When ...