Method Community

Thank you Loi!!! It works!!!!!!!!!!!!!!!!!!!!!!

Thank you again Loi, Unfortunately it is still not working. I tested again it with several customers and multiple invoices and none of them work, the exact same thing is happening

Thank you Loi, I just tested it and it is not working. I tried with several customers and I was not able to change invoices for any of them. It is still doing the same thing that it was before

thank you Loi, The issue isn't in QBO, it is in method. When you combine a customer in QBO everything merged into the customer you want so the invoices are already where they need to be in QBO. What I need are the invoices to be in the correct customer in method because our sales team uses method and does not have access to our QuickBooks ...

Unfortunately reassigning in QBO is not an option, I need to do it in Method. Its a long story but the customer that I am trying to move invoices from is no longer recognized by QBO becasue it is the remnants of a customer that was combined in QBO. So I need this method to work again. Could you please keep me updted on the progress made by ...

This still is not working.  Although all of the customer information associated with the invoice changes the invoice stays associated with the old customer account.  Again, this worked fine for me on Thursday, I moved several invoices from customer A to customer B without a problem. But since Friday all it does is propagate the ...

Hey again Loi, This still is not working. I follow the instructions you gave to the letter and although all of the customer information associated with the invoice changes the invoice stays associated with the old customer account.  Again, this worked fine for me on Thursday, I moved several invoices from customer A to customer B without ...

For instance, if I want to move an invoice from Foragers Manhattan to Foragers New York I choose the invoice for Manhattan and all of the contact info for Manhattan is in the invoice. I then click on the dropdown menu at the top and scroll down to New York and select it. Automatically all of the information from New York is populated into the ...

Thank you Loi! I just posted about this in a separate forum because I did not realize you had responded, sorry about that. But I was moving invoices this way all of last night but it is not working for me today. When I choose the customer that I would like the invoice to be associated with in the dropdown menu it populates the info for the ...

Last night I was working on reassigning some invoices but today I am not able to. Last night I was reassigning invoices from one customer to another. I was doing it by navigating to the customers tab>invoices, selecting the invoice from the left hand side of the screen and then clicking in the dropdown menu at the top of the invoice to select ...