Method Community

Hmm, seems like I was having issues with the deleted invoice posting to QB correctly.  I can't remember exactly what it was but I think it might have been been that when I looked at it in Quickbooks, something in the lineitems wasn't right.  I think I was trying to edit it in Method but it wouldn't update in QBO so I ...

Michael, It appears that the invoice and payment are now associated with each other.  Is this something I could have done from my end?

Created invoice number 63020 in Method on 12/9.  Synced to QBO.  Received payment in QBO on 12/13.  On the customer screen, I can see both the invoice and the payment in the transactions, but it appears the payment didn't apply to the invoice.  Customer still shows a "Current Balance" of $62.72 on the customer ...

If it helps, I created the customer, opportunity and invoice in Method.  The customer and invoice were then fed to QBO.

When I create an invoice in Method, it pulls the customer address correctly from the customer record.  If I then go to QBO and save the invoice (editing only a custom field), when I return to the Method invoice, the City, State and Zip concatenate and populate in the BillAddressAddress2 or BillAddressAddress3 instead of staying in the City, ...

Thanks Michael.  I might recommend that as an enhancement in future builds as a "quick" character function that takes care of all of that automatically.  I think that would be extremely useful.

Is there by chance an easy way to make a field auto-format a phone number (e.g. type in 1234567890 and it automatically reformats it to (123) 456-7890)?

Created a tab under the Opportunities Tab.  I also created a role just for that vendor.  I have a portal for that vendor that I assigned to the Opportunities tab.  Then I edited the roles for all the other tabs under opportunities and UNCHECKED their roles so they would only see the one tab under opportunities i created for them. ...

Ok Paul, apparently the issue was hard carriage returns in my SQL.  I had used CASE WHEN THEN ELSE statements and wrote them in a text editor.  Of Course it's easier to see when you indent, newline, etc.  But when you copy them into the SQL Override, works fine in the portal, but not so much on the "inside". ...

I will play around with it today, but I would think that if that were the case it wouldn't show up in the portal either since they are both looking at the same grid.