Method Community

In Professiona Services, I have created activities, then I have recorded time against them, and have submitted and approved them.  They are set to billable.  At what point do they go to QB Desktop?  Where in QB do they go? I need to bill them.  I must be missing a step.   Michael

I feel like there is an easy answer to this. From a screen i want to Close and Save like normal but uppon closing or even before closing and saving i want another screen to open up.  I have tried this with both show screen and show screen in pop up.  The problem is the next action after calling the new screen to show is ...

Thank you, Greg.  Got this to work by adding BirthDate Camper to the customer table and screen. Now if I could find a way to add fields to the Employees that don't try to sync with QBO, I'd be all set. Meghan

I was curious and tired it.  I couldn't get it to save/sync myself.  My idea would be to create a new table called Immunization (with screens) and link it to the Employees table. It would have a dropdown to Employees and a checkbox/YesNo field labelled Immunized.  This may work in keeping records of immunization.  You could ...

No, I am not admin. 

Hello Meghan,     I didn't see the double post, so here is the answer to your BirthDate inquiry.   In essence, yes, you can add a field to the table, call it a different name like BirthDateCamper and use it in the screen.  It won't be in QuickBooks to sync, but you can use it in customized reports in ...

jvandelicht, And you have the Admin role correct?  That may be why you don't have access.  - Adam

Greg -  Unfortunately, it doesn't look like QuickBooks Online allows Method to save new fields for employee info. It keeps trying to syn and fail.  I was just wondering if it was possible to make a field in the employee table that doesn't try to sync to QBO and so hopefully work around the error message that it cannot ...

Perfect this is just what I needed. Thank you so much. It is working like a charm.

Everything is checked except for accountant and administrator. THank you,