Search results by user ID 6723

Re: How to change USD to CAD and vise versa?

Lisa — Fri, 16 Jan 2015 17:13:18 GMT

That is just one of the issues I am having, unfortunately. But if that if that particular problem is something that I could speak with support staff, I will do that.

I will try calling to speak with the support team this afternoon. and hopefully I can get the other problems sorted out as well.

Thanks Justin

Re: How to change USD to CAD and vise versa?

Lisa — Fri, 16 Jan 2015 16:53:36 GMT

It is a question on customization, Justin. It's hard to know if it is right to purchase a product if we can't customize it and we can't get proper help to customize it unless we pay for it. It is difficult to explain everything in a forum.

It just seems like if we are going to pay upwards of $200+ a month we need to properly test it out in a trial period in a set up that actually fits our business.

It is just frustrating. I will call later...hopefully we can speak with someone.

Thanks.

Re: How to change USD to CAD and vise versa?

Lisa — Fri, 16 Jan 2015 16:16:04 GMT

Hi Justin, as I am new to this I don't feel comfortable doing that, could I speak with you over the phone please?

Thanks

Lisa

Re: How to change USD to CAD and vise versa?

Lisa — Fri, 16 Jan 2015 15:53:47 GMT

Getting the dropdown worked...but currencies didn't show up.

I think it is just our QB - I think we just need to do it manually.

Thanks.

Lisa

Re: How to change USD to CAD and vise versa?

Lisa — Mon, 12 Jan 2015 20:39:25 GMT

I don't see either of those for Method CRM Pro for QB Desktop.

When I go to CRM_VendorList Screen in Customization features as you suggested, the copy wizard pops up...how can I get to the add fields in the Vendor List screen?

Re: How to change USD to CAD and vise versa?

Lisa — Mon, 12 Jan 2015 15:29:06 GMT

How would you assign currency to a vendor?

My default seems to go to USD and I can't easily switch to CAD to apply HST tax. How can I easily add a dropdown to switch between USD & CAD currencies?

-Lisa