Method Community

Hi, we have the problem that several of our invoices display a wrong subtotal in the (default Method) invoice screen. As an example: - 3 positions in the invoice - totaling $99.99 - Subtotal shows up as $259.97, basically triple-counting the first position If I look at the subtotal field using a customized screen, the correct value shows up, ...

Thank you, it is indeed a customized screen: We added a custom field we use in Quickbooks. If we create a new PO in Method and add something with an "&" sign in that field, that will niceley sync into Quickbooks, but every change we do in Method will create a new item in Quickbooks. The other way around it works fine, but every ...

So we have a very interesting situation: We created a new Purchase Order in Method:CRM. That syncs to Quickbooks nicely. But then Quickbooks syncs it back to Method - as a new Purchase Order. That goes back to Quickbooks, and from Quickbooks again back to Method:CRM, creating one more. This goes on and on and on... Anybody ever ran into such a ...

Yeah! Found the transaction field in Quickbooks / Synchronize. Was on that tab several times, but just missed the right setting. Still curious why some older transactions show up? Is that transactions that have changed in the last xx days?

Hi everybody! So I have played around a lot with Method:CRM now, and really like it. What I don't understand is that not all data is synced: - I have all contacts in Method:CRM - The items database seems to have synced, too - However, I cannot see all transactions that are in Quickbooks. The current ones all seem to have synced, but not ...

Thank you Audisho, I double-checked everything and even deleted the test customer and recreated it, with a different email address that was never in the system before - it is still not working. I'll call tomorrow to get that fixed. CDvin

Hi, We are currently evaluating Method:CRM as a simple way to create a customer portal so customers can see their orders. I tested some basic functions without connecting it to Quickbooks, including the portal. Registering for it etc. all worked smoothly. So I deleted my test customer to have a clean table and connected Method:CRM to ...