Method Community

 

Hiding Invoices- 2012

Last post 09-16-2011 8:41 AM by Method_Valbon. 2 replies.
Page 1 of 1 (3 items)
Sort Posts: Previous Next
  • 09-14-2011 4:17 PM

    Hiding Invoices- 2012

    Would it be an option to hide certain transactions of 2011 once 2012 hits?

    In particular, invoices and SO's.  But we'd like to not have visibility on all the invoices and transactions that are getting to back up in Method.  Obviously, they'll stay in QB, so it'd be a matter of not pushing them over. 

    Is this an option?

  • 09-15-2011 8:26 AM In reply to

    Re: Hiding Invoices- 2012

    Answer

    cpitts,

    The closest possible solution to this is to change the Transaction History found under QuickBooks > Synchronize, and change this setting to be a shorter period.

    -Michael

    Michael Melo
    Product Manager
    Method Integration Inc.
    Website: http://www.method.me
    LinkedIn: http://www.linkedin.com/in/MichaelMelo
  • 09-16-2011 8:41 AM In reply to

    Re: Hiding Invoices- 2012

    Answer

    You could also look at options to filter grids based on certain criteria using the transaction date of the invoice. In other words, hide Invoices you don’t want to see so they can never be selected.  Just my two cents.

    Need more help? Ask us about Method consulting services.

    Valbon Shabani
    Director of Education
    Method Integration Inc.
    Toll Free: 1.888.925.6238 ext. 715
    Local and overseas: 416.847.0400 ext. 715
    Fax: 416.640.6027
    E-mail: valbon@method.me
    Website: http://www.linkedin.com/in/valbon
Page 1 of 1 (3 items)