Method Community

I've clicked the button to disable the syncing Estimate/Invoice numbers with QBO and I want to start creating all my sales forms from within Method and use special rules to assign RefNumber values... But I can't figure out how to do it??? Can anyone help? The "formula" I want to follow for both Estimates and Invoices is as ...

[quote user="Method_Justin"] Hi mholden, Because of the way that Contacts/Customers sync with QuickBooks, we cannot switch the (Main) "Contact" designation from one Contact to another. You could create a screen or button to automate the info swapping, however. Hope this helps. - Justin [/quote] Justin, I've ...