Method:API Q&A

"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.

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.

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!

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.

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!

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.

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.

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);

}

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')

}

how to fetch the data based on my current Date

athakur@amlongroup.com — Fri, 10 May 2024 22:03:02 GMT

Hi all,

I would like to filter and fetch the record based on my current day , for example : https://rest.method.me/api/v1/tables/SalesOrder/?filter=TxnDate eq '2024-05-09 13:00:00 -05:00' here instead of static date

I want to dynamically filter and retrieve records based on the current day. For instance, using this API endpoint: https://rest.method.me/api/v1/tables/SalesOrder/?filter=TxnDate eq 'CURRENT_DATE'. This way, the system will automatically extract data for the present date each time."

Any assistance would be greatly appreciated

Thanks,

Access Estimate PDF via API

Greg Caron — Wed, 03 Apr 2024 17:53:38 GMT

Is it possible to either download the PDF Estimate directly or retrieve a link to download the PDF Estimate via the API?

Create an account via API and create a charge to a payment gateway

dlittle@hilltimes.com — Wed, 21 Feb 2024 15:49:41 GMT

I am able to create a customer record in METHOD via the API, but how do we trigger a payment process?

I heard there was something to trigger an electronic invoice to the customer, but I don't find that an ideal process - extra steps for the customer, missed payments, etc.

We have our Strip account hooked up to our METHOD system, but I don't see anything on how to send credit card credentials to the API in order to spawn a payment.

Is this possible yet? Any insights or references would be helpful. Thanks!

Employees billable rate from Quickbooks?

Greg Caron — Mon, 04 Mar 2024 21:36:35 GMT

Does anyone know if an employees billable rate from Quickbooks is stored in any of the Method tables and accesible via the API? I am trying to GET time tracking records, which I can do, but would like to be able to access each employees billable rate in order to calculate out the the cost for each entry.

Sales Order API Request No Longer Returning Sales Rep Email as of Last Week

hlynch — Fri, 01 Mar 2024 15:11:30 GMT

Starting last week an API request we have used for a couple of years to return sales order table data (including the email address of the sales rep listed on the sales order) stopped returning the sales rep email.

Here's an example request:

https://rest.method.me/api/v1/tables/SalesOrder?skip=0&top=10&filter=LastModifiedDate ge '2024-02-28T19:48:20.778Z' and TxnDate ge '2022-12-01T00:00-00:00' and SynctoVsimple eq true &orderby=LastModifiedDate desc

We noticed sales rep email started being blank on all requests last week. Any help would be greatly appreciated!

/api/v1/files file size

nsweeney — Sat, 24 Feb 2024 21:00:46 GMT

I'm using the /api/v1/files API to load a 44kb PDF attachment. There are no errors. However, only 9k is loaded. Is there a limit to the file size? If not, how can I load the full file?

Thank you,

Ned

rest.method.me/api/v1/files invalid table

nsweeney — Fri, 02 Feb 2024 16:59:52 GMT

I am trying to attach a file to a work order record in MCNationalAccountWorkOrders table. using this API I include the table name, record id, add to email, and base64 encoded pdf. See below. I am getting an error thatt the table name is not valid. The error message in the response is "errors:[Failed to read the request form. Invalid header line: MCNationalAccountWorkOrders".

I am able to create a work order using developer.method.me/api/v1/tables/MCNationalAccountWorkOrders, so I assume the table is valid.

Content-Type: multipart/form-data; boundary=--18d6a4ec36e

--18d6a4ec36e
Content-Disposition: form-data; name="table"
MCNationalAccountWorkOrders
--18d6a4ec36e
Content-Disposition: form-data; name="recordId"
1758
--18d6a4ec36e
Content-Disposition: form-data; name="attachToEmail"
true
--18d6a4ec36e
Content-Disposition: form-data; name=""; filename="Work Order TEST150022.pdf"
Content-Type: application/pdf
<Base64 encoded PDF data>
--18d6a4ec36e--

Files API Post

v.cameron — Thu, 25 Jan 2024 18:27:41 GMT

Would it be possible to get an example (preferably in JSON) of a successful POST to the Files API? We are consistently getting a 415 Unsupported Media Type error when trying to POST a pdf file. The documentation for this operation seems a little sparse compared to some other operations and those on tables. https://developer.method.me/#tag/Files/operation/file-upload

As a related question, is it possible to POST using a URL for a file rather than a locally stored document? Use case - we are trying to pass files from one Method account to another.

Weird float problem with Invoices

sp9001 — Tue, 07 Nov 2023 19:17:40 GMT

We're sending invoices to method and the infromation is changing after we send. I'm not sure why.

------------------

Subtotal: Sent as a string with a different value, received as an integer ("6815.00" vs 4590).

SalesTaxTotal: Sent as a string with a different value, received as a float ("885.95" vs 596.7).

These are two items that I'm not sure about. I dont know why they are changing in value, I understand changing type, but the number should at least be the same. Does method have any logging for this sort of thing that I can get access to so I can figure this out?

API Limits - How to Manage and Coordinate API Processes?

jamieroyce — Wed, 15 Mar 2023 21:19:57 GMT

I help several different Method:CRM customers with their API integrations and one of them is having an issue where two different processes are separately using the API and one exceeds the limit daily and prevents the other from running.

I want to coordinate the API calls and in order to do this I am trying to find out if there is a way to check what the current usage is for the day. Then I can check this and always ensure there are some available calls left for both processes.

Please let me know how best to resolve this issue.

Best Practices for recording and applying payment to invoices

sp9001 — Wed, 26 Jul 2023 01:10:28 GMT

When we collect payment on an invoice through our website is there a better way to apply payment than to post a payment record to payments and then link the invoice ID and the payment ID with an applypaymenttxn record?

Sorry applypaymenttxn might not be the exact table but its something like that.

Or is there another endpoint I should be using?

What is the URL format for viewing records?

thom — Wed, 26 Jul 2023 13:26:15 GMT

I need to be able to create a hyperlink to any contact record in Method.

In most CRMs the URL would include the record's id e.g. http://crm.example.com/contacts/view?RecordID=123

But the URLs in method don't seem to use the RecordID returned by the REST API.

e.g. https://subdomain.method.me/apps/Default.aspx#/277283d8-e024-4a4d-a9e2-630a4dae7a36/c3NlUE9pZnZ4V2xaa0VEUDhRSWhKQS0t

or /ZVlsNXBVcFo3b0NpVjljRnprVlVrUS0t or /UTZzYXl2Nk40cjN2cG5QQW9QTEk0dy0t etc etc

How can I calculate the value to use to link to e.g. record with id = 123?

Alternatively, how can I get the URL for viewing a record from the REST API?

Method:API Q&A

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

Zapier help - find Opportunity ID

Screen Capture Function

Estimate Subtotal/Tax/Total Calculation

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

Method API file download issue

Power BI integration

Authorization Error using API Key

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

JournalEntry and JournalEntryLines not able to retrieve?

how do i filter by date and recorid

how to increase Maximum limit of 100 records﻿?

how do i retrieves distinct (unique) r﻿ecords﻿?﻿

how to fetch the data based on my current Date

Access Estimate PDF via API

Create an account via API and create a charge to a payment gateway

Employees billable rate from Quickbooks?

Sales Order API Request No Longer Returning Sales Rep Email as of Last Week

/api/v1/files file size

rest.method.me/api/v1/files invalid table

Files API Post

Weird float problem with Invoices

API Limits - How to Manage and Coordinate API Processes?

Best Practices for recording and applying payment to invoices

What is the URL format for viewing records?

how to increase Maximum limit of 100 records?

how do i retrieves distinct (unique) records?