Method Community

Hi there, Yes, this data certainly feeds into QB. You can access the time-tracking screen by changing from the CRM group or tabs to the QuickBooks group of tabs. Check out this help centre article and the great video that goes along with it. With some very basic customization you can add a button to export the data from the grid or use the ...

The following question came in vla If a customer needs to track customer job, Class and Payroll item, can this information feed to QB and can it be exported separately into an Excel document?

Hi Greg, Ok, that makes sense. Although since I can add stuff to pretty much any other table on the Method side for Method's exclusive use maybe the ability to do the same with the LinkToSalesOrder "entity" will be available in the future? I guess in the meantime I can either: 1) Add a custom field to InvoiceLine which has the ...

Hi Dan, For the first part of the question, I believe what you may be looking for are price levels. We have a blog post on Price Levels that can help you set this up.  As for the second part of your question, I'm quite sure what you're trying to do. Where are you displaying these prices? On the Edit Customer screen? If so, why? - ...

Stephen - Thanks for the input! Dan, There are few ways you can do this. Stephen's suggestion can be done. Another way would be to create two sections, each with a grid. One grid would be your editable grid with the fields you only want your one person to see. The other section would have a grid the rest would see (without the editable ...

Hello sbradley,       I found an older post discussing the issue here.  In summary, it may be a QuickBooks SDK limitation and you can do some configuration to get what you need in another way.      I have looked into this to see if I could do it.   First, the LinktoSalesOrder links to ...

If I were in your shoes I'd create a second screen. One screen has the grid set to be editable, the other one just read only. Put the read-only screen in a tab associated with the user role that most people are part of, and put the editable screen in a tab associated with a different user role that fewer people (like just the editor) are a ...

Hi Dan, First off, in case anyone else following this thread was curious, Dan did respond privately to let me know that he does indeed want to add bold lettering to a specific column in a grid.  I have attached a screenshot below of the final product, notice the "name" column, all records here are bolded. This is fairly ...

Hi there, Quickbooks allows us to bill against a P.O. for which the items have already been received in an Item Receipt. However, when I try to select a P.O. which has been received in such a manner in the Item Receipt screen, those P.O.s aren't available. Is there something I'm not doing correctly? Or a setting that needs to be changed ...

Hi Ken, Well -- there's an action called "Update Field in Table" so I'm not sure why you would have to edit a linked field specifically? Assuming you have "IsSMSAny", run an action with "update field in table" to update that field to "Yes" anytime you add an SMS. It will update all the relevant ...