Method Community

We integrate and synch with Quickbooks. In QB, we have customers set up as preferring their invoices to be emailed and there is a check box that automatically appears when an invoice is converted from a sales order that says "Email Later". But this box is not being checked on the invoice in QB after a sales order is created in Method and eventually converted to an invoice in QB. Why is that not synching and how can this be fixed? I know there is a "To Be Emailed" checkbox somewhere in Method but I don't see it as set up in the customer profile as it is in QB.

Hi TLoock,

There are To be emailed in QuickBooks? checkboxes on the various transaction screens in Method (Customers > Invoices, Customers > Estimates, etc.).

Hope this helps.

- Justin