Search results by user ID 6830

Changing QB Company Files

Gerald W — Fri, 01 May 2015 17:17:52 GMT

I have customized Method by adding Tables/Fields for Customers and Products and have entered data into those new fields. We had it syncronized with QB Online. For various reasons we are starting a 'new' QB Company that will have all the same Customers and Products but they now have different Item/Customer Numbers assigned by QB

Is there a way to maintain all my customizations but connect successfully to the new QB company without creating duplicates Items/Customers and/or errors? I do have all the additional data that I added to those items and Customers in Excel so if we could just delete all the items and customers in my Method account then syncronize with the new QB File I can easily import the additional customized data.

I want to see what is the best way to accomplish this.

Thanks

Purchase Orders

Gerald W — Mon, 06 Apr 2015 14:09:00 GMT

I am using QB Online to sync with Method, one thing I did not notice previously was the fact that Purchase Orders only sync with the desktop edition of QB. One of the main reasons I decided to use Method was because I needed to customize forms (Invoices, Credit Memos and Purchase Orders) more than what QBO allows. This is working great for the Invoices and Credit Memos but without having the Purchase Orders sync with Method it obviously doesn't allow me to take advantage of the great features of Method.

I don't need to enter the Purchase Orders into Method, I just need to get the data from the PO so I can create a custom form to print a customized PO on. Is there anyway to pull the data from QB into Method so I can create a form? Again I don't need to be able to enter or manipulate the PO in Method just want to ability to utilize the info from the PO on a customized form. I did not know if there was any way to create a custom table that would pull data from QB.

Thanks

Re: Invoice Calculations

Gerald W — Fri, 03 Apr 2015 13:40:08 GMT

Thank you, after following your steps it is working great, I had found the Calculated Field but it was not working because I did not put it under the InvoiceLine.Invoice field. Everything is working great now.

Invoice Calculations

Gerald W — Thu, 02 Apr 2015 17:13:54 GMT

I am trying to figure out how to use report designer to customize an invoice line. I have successfully added a 'Liters' column throughout the system and have that column showing up on the invoice but I need to create a column per line item that has the 'Total 'Liters' for that line item. So if my product is .5 liters and someone orders 5 of that item I need that line item on the invoice to show 2.5 Liters. I also need to total the liters at the bottom but I have figured that part out just can't figure out how to multiply the quantity times my 'Liters' field.

I do not really need this to be ons screen just on the printed invoice.

Re: Report Designer Cannot Open Reports

Gerald W — Mon, 30 Mar 2015 18:51:50 GMT

That worked, I am now able to get in and see my reports. Thank you

Report Designer Cannot Open Reports

Gerald W — Mon, 30 Mar 2015 18:15:47 GMT

I was working on customizing some reports last week and saved them. When I launch Report designer today and try to sign in to look at the reports and continue editing I keep getting the message "Failed to Open a List of Reports from Server. Reason given was: The Login <My Email Address> Was not Detected." I know this is email/password I used last week and the same login info gets me into my Method account and I can look at everything there. I did not change my password or anything since the last time I was in the report designer last week.