Method Community

Hi, IPN (Intuit Payment Network) has not been opened up via an API for developers to integrate with, only IMS (Intuit Merchant Services).   - Adam

To clarify - I mean I can point you in the right direction on how to do this kind of customization. - Adam

[quote user="VARC_Annette"] He wants to send PDF invoices as he has done in the past from QuickBooks.  [/quote] Annette - To add to this, you can send a traditional PDF along with the email through customization of the invoice screen.  I can walk you through the steps if you wish. - Adam

[quote user="bobbie56"] We are wanting to install the new QB 2013.  Can you please confirm that Method has been updated for the new Quickbooks 2013?  Thank you. [/quote] Hi Bobbie, Yes, Method is compatible with Quickbooks 2013.  Please be aware that some new features in QB 2013 will not ...

Hi Annette, There is no way to disable a portal.  Are the customers being sent emails with the portal link in them from Method?  If so, you could find the email template being used under the tab Home > Email Templates, and alter the template to remove the link to the portal.  The Invoice Notification template has such a ...

Could you give me the exact name of the email field you are using?  From which stock screen are you copying the custom screen off of? The work order screen is based off of the activity table and not the customer table.  The activity table has a field called “contact email”.  This is different from the customer email. ...

Hi VLocke, Could you give us a few more details on what you are trying to do?  What table is the screen based off of?  Also, is the field a custom field or one from the table the screen is based off of? - Adam

Sorry, my apologies.  I misread your original post. You can find the grid by going to Field Service Center > Work Order List.  This will list all of the existing work orders.  From there you can use Filter by view and setup the date range to the work orders you want listed. Could you try from that screen and see if the ...

I've tested the mapping feature for Chad. It works as it's supposed to. Perhaps by order scheduled, do you mean the scheduled due date? You can click on the Due Date End column and it will sort the work orders by the due date. This goes for any column in the grid. You can then click the mapping feature and it will map according to ...