Method:Classic General Q&A

Re: Vendor Accounts

Blake C — Mon, 14 May 2018 16:04:23 GMT

Thx. Yeah that's what I was planning on doing but I didn't want to have to maintain the Vendor account list in both QB and Method although the likelihood of us changing this info in QB is lower for this data since the function of vendor/account assignment and bill creation would be taking place in Method going forward.

Re: Vendor Accounts

Method_Ben — Mon, 14 May 2018 15:56:44 GMT

Hi Blake,

We dont sync with this information currently, but a similar result could be achieved through customization. You would just need to add a new field to the Vendor Table (named something like 'DefaultAccount' for example) - and have this information pulled onto your bills screen when selecting a Vendor.

Thanks Blake

-Ben

Vendor Accounts

Blake C — Mon, 14 May 2018 14:52:40 GMT

Does Method have access to the accounts assigned to a Vendor? These accounts are set on the QB Edit Vendor screen in the Account Settings tab. There are 3 account slots available for any vendor. I'd like to have this information available in Method so I can give someone in our office access to entering bills rather than purchasing another QB license. I'd like to tee up the available accounts just like the QB screen does but inside of Method.