Search results by user ID 5361

Re: QBO Payment Not Posting to invoice

Shawn B — Thu, 15 Dec 2011 15:48:10 GMT

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 eventually deleted it. Probably deleted it in QBO. That may have been the issue.

Just for clarification and future reference, you went in to the received payment, unchecked the "Auto Apply Payments?" and then selected the invoice from the list? Is that correct?

Re: QBO Payment Not Posting to invoice

Shawn B — Thu, 15 Dec 2011 12:40:29 GMT

Michael,

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

QBO Payment Not Posting to invoice

Shawn B — Wed, 14 Dec 2011 12:39:48 GMT

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 screen and the invoice shows up as outstanding and not paid. I did do a a Quickbooks Changes Only sync. Didn't show any updates in the process. I don't see anything special that sticks out in the Audit trail. I can see that the payment was added from QBO.

Re: QuickBooks Online Invoice Addresses

Shawn B — Tue, 06 Dec 2011 15:11:40 GMT

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

QuickBooks Online Invoice Addresses

Shawn B — Tue, 06 Dec 2011 12:41:38 GMT

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, State and Zip fields (those fields are now blank. Same goes for the Shipping Address Info.

Re: Phone Formatting

Shawn B — Wed, 09 Nov 2011 21:30:09 GMT

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.

Phone Formatting

Shawn B — Wed, 09 Nov 2011 20:29:12 GMT

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)?

Vendor Portal Tabs and Tab Links

Shawn B — Mon, 24 Oct 2011 16:17:40 GMT

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. However, when I log in as them, I see ALL the tab links under opportunities instead of just the one where their role is checked.

Thoughts?

Re: Vendor Portal Tab

Shawn B — Thu, 20 Oct 2011 15:06:20 GMT

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". Removing those and one unnecessary </b> html tag (also not impacting portal) cleared it up. I'm good now.

Re: Vendor Portal Tab

Shawn B — Thu, 20 Oct 2011 14:13:39 GMT

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.