Method Community

When we view an estimate in Method that was created in QBO the tax field of the line items is always blank even though the value is set in QBO and you can see the tax total in the summary. I have to go in and manually set the lines and tax states or when I try to associate with an opportunity, it will overwrite QBO with the wrong data.

Nick

Hi Nick, 

I just tested this out and it seems to be working fine. Are you still having this issue? I suggest taking a look at your Items list to check if your items' tax codes are assigned correctly. You can find your lists in the Company tab in Quickbooks Online, or in the Quickbooks tab group in Method. If you are still having issues let me know and I can create a case to look into it.

Jason

Although I will check on this as we update all our tax tables this week, but it is not going to address the problem I have:

The tax setting fields in Method are not syncing with the line items in QBO. If an estimate/invoice is recorded in QBO it should be accurately represented in Method, regardless of what default settings are in place.

Nick

Hi Nick, 

I'm going to look into this a little further. I'll submit a ticket with the team and get back to you as soon as I have an update! 

Jason

Hi Nick, 

A fix was implemented on your account. Let me know if the issue was resolved or if you're still experiencing problems. Feel free to email me. 

Jason

Looks good. I'm able to just add an opportunity without it changing any of the data. FTW

Nick

Glad to hear it! :) Thanks for your patience with this. 

Jason

Looks like it resurfaced again...

Nick,

Sorry to hear! I'll take another look and see if I can find a solution that sticks for you. I'll keep you posted. 

Jason

Hi Nick,

A permanent fix was implemented. You shouldn't have this problem again. Thanks for your patience! 

Jason