Search results by user ID 7074

Re: going from estimate to work order, wont save

vectra3 — Tue, 08 Dec 2015 20:25:18 GMT

I refreshed the estimate and estimateline table and now i dont have the create work order option

going from estimate to work order, wont save

vectra3 — Mon, 07 Dec 2015 22:33:01 GMT

This record could not be saved. The version of your accounting software does not support edits on this list or transaction from 3rd party software. Try editing the record directly in your accounting software instead.

Additional Information

Action Sequence Order:7

I get the above error. We use QuickBooks desktop Premier 2015

Cant see transactions older than 30 days/sync issues

vectra3 — Sat, 05 Dec 2015 16:17:34 GMT

My concern is estimates as our sales cycle is a long one, our estimates sit for 3-6 months before closing. I went to Quickbooks tab>transaction history and changed it to 365 days, and changed each item under that to 365, synced and still no transactions older than 365 days.

On a seprate note, we have done our initial sync and I am getting permission errors when I run the sync. Since I work from a laptop at the office, my laptop is home so I can not run the sync from my laptop. I have a desktop PC I remote desktop into to access QB. I opened QB on the remote desktop and installed the Method engine there, and reset my sync PC in Method to that PC. When I run the snyc there are some notes in the log that I dont have permission. I am Method Admin but do not maintain full QB rights. Is this an issue? The only method user with full QB admin rights does not leave his PC running.

Is this the possible issue or do I need to look elsewhere to get my older estimates?

Thanks