Search results by user ID 4559

Re: Any way to change the time display on the "synch" display to match my time zone?

DianeG — Wed, 01 Sep 2010 02:05:25 GMT

Hi Amanda,

I was looking for how to change the time displayed in the tab: QuickBooks, tab link: Synchronize.

Is there a way to add new tags to the dropdown tags list?

DianeG — Tue, 31 Aug 2010 23:35:32 GMT

I added several new tags into a previous post and would have liked to add the same tags into my response to the reply I received. Or maybe I should have just copied and pasted my previous list of tags?

Regardless, I was wondering how your "tag system" works...

Thanks!

Diane

Re: How do you import "lines" on Purchase Orders or Estimates when you can't locate the RecordID

DianeG — Tue, 31 Aug 2010 23:30:08 GMT

Hi Ryan,

Thanks for helping to respond. Yes, I understand about the 2-step process and why it's necessary. It's just that it seems impossible to perform the second step without knowing the Record ID as that's what links the 2nd step line items back into the Estimate header (the first step)!

I still can't see the Record ID on the P.O. screen. I could send you (offline) screen shots of both the customize screen where it's clearly visible and the resulting P.O. screen.... Here's what I did:

1. I went back into the customized P.O. screen, edited the Record ID field, found in the advanced area where the "hidden" box was checked, unchecked it, saved it, then published it.

2. Then I went back to the P.O. screen, selected a P.O. and refreshed - nothing shows up.

3. Then I logged out and logged back in. Still nothing showing up.

4. Then I went back to the customize screen and checked under the Advanced Properties again and noticed that no font color was selected, so I chose black. Then saved it, published it, and went back to the Purchase Order screen, refreshed, and still nothing...

Can you see the RecordID on YOUR P.O. screen? Maybe I'm blind and I'm willing to send you screen shots of the advanced properties screen of the RecordID, the customize screen where it's clearly visible, and the resulting P.O. screen where it's not.

In the meantime, Val helped to dream up a special "work-around" that we'll need to test to determine that it works, but I'm still wondering about the "hidden" RecordID, and why it's not visible.

Any way to change the time display on the "synch" display to match my time zone?

DianeG — Tue, 31 Aug 2010 06:39:08 GMT

It would be nice to see times displayed on that page in my own time zone,...

Thanks!

How do you import "lines" on Purchase Orders or Estimates when you can't locate the RecordID

DianeG — Tue, 31 Aug 2010 06:30:36 GMT

I'm trying to import large, ongoing quantities of 3rd-party Purchase Orders and Estimates via spreadsheet into Method and then to QuickBooks. This apparently needs to be a 2-step process, where you need to import the "Top" part of the transaction, followed by another import of the specific line items needed. The import of the top part seems to work OK in Method, but it apparently generates a Record ID in the background that you need to know when bringing in the specific line Items.

So where can you access this mysterious number? For P.O.s I can currently see on the design side of the form that this field should be visible, but it doesn't show up on the actual transaction itself, so it becomes "invisible". And of course, even if we could see it/find it, having to manually look up a specific Record ID for each P.O. or Estimate to be generated (likely 50-100 at a time)and then manually entering it into a second spreadsheet to cover up to hundreds of lines per Estimate, and multiple lines per P.O. totally defeats the purpose of automating the process.

Isn't there any other way to "link" these two parts of P.O. and Estimate transactions together so that they can be imported without having to go through some manual lookup process? Like maybe linking via the PO number vs. the Record ID? I would think the same problem would apply to Invoices....

Additionally I was able to get one PO to post into QuickBooks, but was not able to get another one in (in spite of incrementing the Record ID by 1).

Thanks for anyone's help - as I'm meeting with the client after having promised big things with Method that are now starting to look impossible....