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  • Re: Create an Invoice from an Estimate

    Thanks Ben, Do you have a timeline for when Invoice creation will be put in place?  If it is far off in the future, I will look at the Sales Order App as you suggested and try to figure it out.  Thanks for the help. Kenichiro
    Posted to Method General Q & A (Forum) by kenichirio on 04-04-2016
  • Re: App Ribbon New Button

    Hi Ben, The app ribbons work.  However I was hoping to pass the Active Record ID of the Contact to my Jobs App when the +New button is clicked.  I noticed that other apps are able to do so.  What is the process they use to grab the Active Record ID information? Ken
    Posted to Method General Q & A (Forum) by kenichirio on 04-02-2016
  • Re: Create an Invoice from an Estimate

    Ben, How does one create an invoice from an estimate then?  Is there no way to do that?  It seems like something that you should be able to do.  Thanks for replying to my forum posts. Thanks, Kenichiro
    Posted to Method General Q & A (Forum) by kenichirio on 04-02-2016
  • Create an Invoice from an Estimate

    I'm struggling to figure out how to create an invoice from an estimate.  According to the help section it should be as simple as clicking on the "Create Invoice" button.  Unfortunately I don't see the button.  We're using Quickbooks Online and the estimate that I'm trying to create an invoice from is ...
    Posted to Method General Q & A (Forum) by kenichirio on 03-25-2016
  • App Ribbon New Button

    Hi, I successfully created an App Ribbon for the Contacts App from my custom Jobs App.  See attached image.  When I click on the +New in the Contacts App, App Ribbon, I want to get the Active Record ID of the Contact so a new Job can be created with that Contact Active Record ID prefilled.  All standard Apps (Invoice, Estimates, ...
    Posted to Method General Q & A (Forum) by kenichirio on 03-21-2016
  • Sort Error

    Hi, Whenever I try to sort the Contacts App List Screen Grid by an expression such as "Phone & Email" and a new expression I created called "BoatTypes" the contacts app list screen throws an error. Below is the error I get. Oops, something went wrong. Please try again. If the problem persists, sign out, sign in, and ...
    Posted to Method General Q & A (Forum) by kenichirio on 03-14-2016
  • Error Accessing Contacts Table "Error..."

    Hi, I'm experiencing an error in accessing the Contacts table.  I go to Preferences > tables/field > Contacts and all I get is "Error..."  Please see attached screenshot for reference. Also I'm unable to get to my Contacts list in the contacts app.  I get the error message "Please try again. If the ...
    Posted to Method General Q & A (Forum) by kenichirio on 03-10-2016
Page 1 of 1 (7 items)