Method Community

Greetings QBO>Scheduling and Invoice>work order list>creeat work order>Recurring tab? check mark> I create a workorder then go to recurring and create a monthly billing workorder for each month. click on the update link then click save and close. I create another work order for another client, go to recurring, check the check ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Edit Case Improved (#3835) - the “Assigned To” dropdown fields now show the users full name and email address. (QBD & QBO) Improved - all “Activity Type” dropdown lists now ...

Hi Blake, What's your end goal here? What are yo trying to accomplish with this? And when you say cell are you referring to a column in the grid, or literally only 1 cell? - Ashur

Can method connect via real time to my sql database and move data back and forth  If so can this be done within standard customization Selections We are researching to see if method would be a good fit for us to use fornour crm interface and allow our users to login and manage there account with the portals, if so it must be real time ...

There are no present conflicts... All wait for syn sync approval settings were unchecked. Everything has been selected as you stated. Each invoice I created goes to the non posted list which is growing When I attempt to force a sync, nothing happens and the following statements remain the same. Full Synchronization Last performed ...

yes theyt appear as non posted transactions

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 ...

One more thing...it seems no financial data at all is passing between method and quickbooks. All customer data goes fine but work orders and invoices created in the method portal do not get passed to quickbooks. Please respond.

You understand correctly; however, when I do as you have suggested the invoice does not post to quickbooks accounts receivable as it should. What am I missing. The invoice is created and is printed. We were advised that these items would posterd to quickbook without any additional syncing.

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 ...