Method Community

Linked Tags

Kristine — Mon, 23 Mar 2026 21:04:02 GMT

I have played around and still lost.

I was hoping that when we create a invoicew with a tag. That the tag would then go intpo the contact main screen and their portal. Is this possible?

"Is to be Printed" and "Is to be Emailed" fields ignoring QB customer profile defaults via API

Rafael — Fri, 06 Mar 2026 20:44:46 GMT

In my QuickBooks Desktop setup, the Is to be Printed and Is to be Emailed fields are configured at the customer profile level. When invoices are created manually, those fields correctly follow the customer's profile settings.

I am using Method's API to create invoices in bulk (dozens at a time), syncing data from Aspire to QuickBooks Desktop.

The problem is that when I don't include IsToBePrinted or IsToBeMailed in the API payload — or send them as null — Method defaults both fields to false before syncing to QB. As a result, the invoices arrive in QuickBooks with those checkboxes unchecked, completely ignoring the customer profile defaults.

This is a significant issue for my workflow since I rely on those profile settings to determine how each customer receives their invoice.

I also investigated using the deliveryMethod field on the Method Customer record as a workaround — reading it per customer and explicitly setting the invoice fields accordingly. However, I found that deliveryMethod is always null in Method for all of our 5,000+ customers, even though the Preferred Delivery Method is correctly set on each customer profile in QB Desktop. This means Method is not syncing that field from QB at all.

How Do I Have Method Classic Open at The Same Time As New In The Same Subscription

DaveGutie — Wed, 18 Feb 2026 04:43:08 GMT

I'm migrating a customer over from Method Classic to Method New. Is there as way to have both Method Classic and New open in the same subscription at the same time? I keep getting knocked out. I've tried using different browsers and up Chrome Incognito window & Edge InPrivate. I've also duplicated a tab within Chrome and tried to open the Method account again, but that bumps me out as well. The goal is to be able to have a screen open in Classic and then I can go through that screen to replicate it in New; Action by action.

Zapier help - find Opportunity ID

Hallie — Fri, 23 Jan 2026 22:22:33 GMT

I'm trying to build an automation through Zapier to change an opportunity stage when I mark a meeting in Calendly as a no-show. The zap first finds the contact record ID, then I need to find the associated opportunity through the API (since Find Opportunity is not an out of the box function ). I keep getting an API error: 401 Unauthorized, so the output is missing the correct Opportunity RecordID.

Here's the input data: apiKey (my generated key) & contactRecordId (found in the previous zap step). This is the javascript that Zapier generated for me:

const contactRecordId = inputData.contactRecordId;

const apiKey = inputData.apiKey;

if (!contactRecordId || !apiKey) {

return {

opportunityId: null,

error: 'Missing contactRecordId or apiKey'

};

}

// Query opportunities by Contact RecordID

const url = `https://rest.method.me/api/v1/tables/Opportunity?filter=Contacts eq '${contactRecordId}'`;

try {

const response = await fetch(url, {

method: 'GET',

headers: {

'Content-Type': 'application/json',

'Authorization': `Bearer ${apiKey}`

}

});

if (!response.ok) {

return {

opportunityId: null,

error: `API error: ${response.status} ${response.statusText}`,

url: url

};

}

const responseText = await response.text();

if (!responseText) {

return {

opportunityId: null,

error: 'Empty response from API'

};

}

const data = JSON.parse(responseText);

// Return the first opportunity's RecordID

if (data && data.rows && data.rows.length > 0) {

return {

opportunityId: data.rows[0].RecordID,

rowsFound: data.rows.length

};

} else {

return {

opportunityId: null,

error: `No opportunities found`,

rowsFound: data.rows ? data.rows.length : 0

};

}

} catch (error) {

return {

opportunityId: null,

error: `Error: ${error.message}`

};

}

Screen Capture Function

Brooke — Mon, 12 Jan 2026 15:25:08 GMT

The signature component has a built in screen capture feature. I can produce many instances where this screen capture action could be useful as a standalone feature. It could be used in place of building certain reports, or to keep an audit trail of changes to data during a workflow. Please give us the ability to call on this action: screen capture.

New to report designer

Pelectric — Sun, 03 Aug 2025 13:47:25 GMT

I'm giving Method a free trial run to see if it really can do whatever I want it to do. Just started messing with the report designer. Watched a few youtube tutorials, but this learning curve is HUGE. Does method, or anyone else, offer hands-on training or a walkthrough via screenshare? Or paid? I'd gladly pay a one-time fee for someone to just customize my account if it can give me exactly what I want out of it.

Estimate Subtotal/Tax/Total Calculation

frederichoule — Mon, 08 Sep 2025 16:38:00 GMT

How do I trigger a subtotal, tax and total calculation with the API?

I created an Estimate, then I added EstimateLines, but the subtotal/tax/total stays at 0. I tried sending a PATCH with very little data just to trigger an update, but it still stays at 0.

Do I have to calculate everything by myself?

Thanks!

Dashboard Screenlets - Metrics

Drabbies — Wed, 12 Mar 2025 23:52:54 GMT

I was wondering if it was possible to create our own and edit the existing screenlets for the dashboards. I am looking to create an executive dashboard and was hoping to create a "Total Sales" metric that would show how much our company did in sales for a day. Right now I am experimenting with graphs that have a single day metric, but it does not look as clean as a Screenlet - Metric.

Also, is there an "object" that i can use under the controls of a report that will also show a single stat?

Graphs are great, but sometimes, a single stat is a better metric on a dashboard or report.

Thanks

Drabert

OAuth 2.0 Client Credentials Request for WooCommerce & Method Integration (Make.com)

fatihsancar — Thu, 29 May 2025 13:00:33 GMT

Hello Method Team,

I am building an integration between WooCommerce and Method:CRM using Make.com (Integromat). I need to request OAuth 2.0 credentials to complete this integration.

Could you please provide:

- Client ID
- Client Secret

Here are the required details:

- Application Name: WooCommerce to Method via Make
- Redirect URI: https://www.make.com/oauth/cb/oauth2

Please let me know if any additional information is needed.
Thank you in advance!

Best regards,
Fatih Sancar, Metkon USA, INC.

grid column formula

MarkC — Wed, 30 Jul 2025 21:16:49 GMT

Can you have a formula that aggregates data from a linked table? I believe it use to be called sql overide

Method API file download issue

KyleF — Tue, 13 May 2025 22:37:16 GMT

Hey everyone, I'm trying to write a script that will download attachments from multiple activities using the API. I'm using an API key for authentication. I've been able to use the key to get information about closed activities for a day, filter through these activities for a specific type, and then get fileID's for those filtered activities. However when i make a get request to download the files based off of the fileID, i get a "permission denied" error. Does anybody have any insight as to why that is?

Power BI integration

CBMA_B — Tue, 06 May 2025 03:30:33 GMT

Hi all,

Has anyone successfully connected Method to Power BI for reporting? We’re looking to bring in the Sales Orders, Invoices, and Estimates tables, either using the API, or any other approach.

Would really appreciate any advice, examples, or pointers to documentation that helped you get started.

Thanks in advance!

Adding pre-filled rows to an editable grid

tcoysh — Fri, 07 Mar 2025 13:23:03 GMT

Hi,

Struggling to work this out. Saw this post from 2015, which imples an "Insert new row to grid" action, but that isn't showing for me.

I have a menu item, and want to insert a few prefilled options into my EstimateLineData grid based on which item was selected.

Thanks

Tim

Authorization Error using API Key

sysrdy1505 — Sat, 28 Oct 2023 02:54:21 GMT

Greetings,

I recently created my Method trial account and just completed syncing my QuickBooks company file. I would like to use the REST API to retrieve customer records and other data. I created a new API key using the Integrations/API section of my dashboard. I then downloaded the sample Postman collection to run some tests.

Using Postman, I set the authentication type to API Key and entered the key to be passed in the HTTP headers. In my authorization header, my key name is "APIKey" and the value is my generated key from the dashboard. I am sending requests to https://rest.method.me, but all are being rejected with a 401 (unauthorized). My understanding is that I do not need to use the OAuth flow, and simply sending the API key in the authorization header is sufficient. I have not performed any other user-related setup other than generating the key.

Any suggestions on what I may be doing wrong?

Thank you.

Nice Examples of Method Online Forms on your Website

Eric Howard — Wed, 15 Jan 2025 17:10:46 GMT

To improve relations with our members and partners, I am looking for some nice examples of how Method users have integrated Method's online forms into their website.

Right now, we use WordPress and have links to three different Shopify forms for collecting membership payments and selling t-shirts and swag. It works, but it isn't great.

If you have integrated some Method forms into your website, please give me your Domaine Address so that I can see how you have customized things.

Many thanks -- www.discoverytrail.org

Eric

Map - Google Maps

hmsrpm — Tue, 16 Nov 2010 00:50:34 GMT

I would like to have a form to input zip code to zip code and generate a route map. I would then like to retrieve the total miles into a Method field. I have not been able to locate documentation on how to do this. Some help with this would be great.

Thanks

Heather Studer

RPM Transporter

how to get record from particular range of date ( last month till today date )

athakur@amlongroup.com — Wed, 04 Sep 2024 21:41:15 GMT

I am using Azure ADF services under Rest serverce activities :

i want to get last month till today date record , how do i put into URL endpoint :

@{concat('https://rest.method.me/api/v1/tables/SalesOrder?filter=TxnDate ge ''', formatDateTime(utcNow(), 'yyyy-MM-dd'), '''&orderby=TxnDate desc&$top=1')
}

lets say I want to get last month record along with till today and i try with this url endpoint but its give me error :

@{concat('https://rest.method.me/api/v1/tables/SalesOrder?filter=TxnDate ge ''', formatDateTime(addMonths(startOfMonth(utcNow()), -1), 'yyyy-MM-dd'), ''' and TxnDate le ''', formatDateTime(utcNow(), 'yyyy-MM-dd'), '''&orderby=TxnDate desc&$top=1')}

would you please send me the structure regarding that so that i can use it.

error generating report

BeHappy — Wed, 14 Aug 2024 15:59:22 GMT

In my PO app I have 2 buttons on the page. They each generate a report (different versions of the PO.) One button works great. The other gives me an error. I cannot figure out what the difference is. The report looks great in preview. I tried copying the other report and just changing the 2 fields. I tried copying the button that works and just changing the report it generates. I cannot figure it out. Any thoughts?

The error I get is:

A005 - There was an error generating your report. Please check your Generate Report action to ensure all fields are setup properly, and that the report loads correctly in the report designer.

Additional information:

Line 2 - Generate Report

JournalEntry and JournalEntryLines not able to retrieve?

nate11000 — Fri, 12 Jul 2024 02:06:18 GMT

I've been trying to query journal entries from QuickBooks Online using the Method API. I've created a sort of generic function to query the table in Google Apps Script and copy the data to a sheet.

This code works fine for other tables (like Account, Invoice, etc), but for some reason doesn't work for either JournalEntry or JournalEntryLines. The error is just that the response is blank. Ultimately I want to be able to create new journals as well as query them.

Any idea what's going on here? Why is the response blank?

function outputTable() {

var tblName = 'JournalEntry';

var pageCount = 5;

var url = 'https://rest.method.me/api/v1/tables/';

var addon = '?skip=1';

url = url + tblName + addon;

var sheetName = 'Method_' + tblName;

var sheet = SpreadsheetApp.openById(spreadsheetId).getSheetByName(sheetName);

var headersDone = false;

var headers = {

'Authorization': methodApiKey

};

var options = {

'method': 'get',

'headers': headers,

'muteHttpExceptions': true

};

sheet.clear();

var allRows = [;

do {

var response = UrlFetchApp.fetch(url, options);

if(response.getResponseCode() === 200) {

var tableData = JSON.parse(response.getContentText());

if (headersDone == false) {

headersDone = true;

var headerRow = [;

for (var key in tableData.value[0]){

headerRow.push(key);

}

allRows.push(headerRow);

}

for (var i = 0; i < tableData.value.length; i++) {

var thisRow = tableData.value[i];

var rowData = [;

for (var key in thisRow) {

rowData.push(thisRow[key]);

}

allRows.push(rowData);

}

// Append rows within the loop

sheet.getRange(sheet.getLastRow() + 1, 1, allRows.length, allRows[0].length).setValues(allRows);

// Flush changes

SpreadsheetApp.flush();

// Clear allRows for the next iteration

allRows = [;

} else {

Logger.log('Error: ' + response.getResponseCode() + ' - ' + response.getContentText());

}

pageCount = pageCount - 1;

url = tableData.nextLink;

} while ((tableData.nextLink != null) && pageCount != 0);

}

Website Links

DODOM2 — Fri, 15 Nov 2013 16:50:43 GMT

Hi, We currently have a field in our inventory items that we copy and paste a link to our vendors website or to the item that its being added in. Is there any way we can make that external link a clickable link so we don't have to copy and paste to view the vendors site? Thanks - dustin

how do i filter by date and recorid

athakur@amlongroup.com — Thu, 20 Jun 2024 21:55:11 GMT

Hi ,

I wanted to filter record id with particular date but its doesn't work , would you help me on this, like how do i filter the record with my given date and recordID?

https://rest.method.me/api/v1/tables/SalesOrder?filter=TxnDate ge '2024-06-20'?RecordID eq 17537

how to increase Maximum limit of 100 records?

athakur@amlongroup.com — Wed, 22 May 2024 14:14:14 GMT

Hello Support ,

We are retrieving records fine when limited to Top 10.

I changed the 10 to 100 and we get 401 unauthorized , can you please advise how we can increase the limit on both Top and skip without being blocked.

From documentation it says ……. The default value of top is 10 and the maximum allowed value of top is 100. i.e Maximum of 100 records can be requested in a single request, use the nextLink to get the next 100 records.

We changed the 10 to 100 and we get 401 unauthorized , can you please advise how we can increase the limit to 100 and to get next hundred also add 100 in skip

We are using Postman to test.

I want to get more than 100 records in single request. let me know the solutions.

how do i retrieves distinct (unique) records?

athakur@amlongroup.com — Mon, 24 Jun 2024 17:30:20 GMT

"I'm using Azure Data Factory to fetch records. How do I ensure each request retrieves distinct (unique) records? For example, if I have 201 records in SalesOrderLine and want to get all data using an API call without duplicating records each time, how can I ensure it returns the latest data with each request?"

let's say: i have 201 record and i have hit endpoint i will get 100 record but when i request 2nd time it should provide me next 100 unique record . please provide me some example or url request sample.

here is api URL request :

@{concat('https://rest.method.me/api/v1/tables/SalesOrderLine?filter=SORecordIDTxnDate le ''', '2024-05-30T18:00:00', '''&orderby=SORecordIDTxnDate desc&$top=1')

}

Convert Accepted Estimate Into Multiple Invoices

DigiRizz — Fri, 03 May 2024 16:32:02 GMT

I'm not finding a method to create multiple invoices from an accepted (with deposit) estimate. I often bill in 1/3rds or 25%.

Let's say I made an ESTIMATE for $1000 with a $500 deposit due. They accept and pay. So if I open the ESTIMATE and CREATE INVOICE, the new invoice only shows the entire amount due. So how do you create multiple invoices from the balance (such as $200 and $300) from the estimate?

Also, how do you connect an ESTIMATE with those related INVOICES? Is it just with the EST and INV # and our own internal code? is there a BEST PRACTICE?

Thanks for the help!

MNR

Adding a birthday field

GlobalCruiseVacations — Sun, 16 Jun 2024 15:54:03 GMT

followed the instructions on Method to add a birthday field, but I’m running into an issue. When I reach the last step to add the field to the collection form, it’s not available in the drop-down menu.

Here’s the link to the article I’m following: https://help.method.me/en/articles/2456453-edit-an-existing-email-template Specifically, when I get to step 8, “Add another Field to this Action,” the birthday field does not show up.

Has anyone else encountered this issue? Any advice on how to get the birthday field to appear in the drop-down would be greatly appreciated.

Thanks in advance for your help!

Method Community

Linked Tags

"Is to be Printed" and "Is to be Emailed" fields ignoring QB customer profile defaults via API

How Do I Have Method Classic Open at The Same Time As New In The Same Subscription

Zapier help - find Opportunity ID

Screen Capture Function

New to report designer

Estimate Subtotal/Tax/Total Calculation

Dashboard Screenlets - Metrics

OAuth 2.0 Client Credentials Request for WooCommerce & Method Integration (Make.com)

grid column formula

Method API file download issue

Power BI integration

Adding pre-filled rows to an editable grid

Authorization Error using API Key

Nice Examples of Method Online Forms on your Website

Map - Google Maps

how to get record from particular range of date ( last month till today date )

error generating report

Additional information:

JournalEntry and JournalEntryLines not able to retrieve?

Website Links

how do i filter by date and recorid

how to increase Maximum limit of 100 records﻿?

how do i retrieves distinct (unique) r﻿ecords﻿?﻿

Convert Accepted Estimate Into Multiple Invoices

Adding a birthday field

how to increase Maximum limit of 100 records?

how do i retrieves distinct (unique) records?