Method Community

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,

Hello Meghan,     It should be possible to track immunizations.  You can add a field to the Employees table and add it to the Employee List view.  The one problem I did run into was that my QuickBooks Online did not allow me to save or change employee information, but my QuickBooks Desktop version did.  You will have ...

Jvandelicht, The only other area of the system that may block access is if your role does not have access to the Screens tablink in the Customize tab. You can go to Customize > Tabs > Customize and make sure your role has access. If this doesn't work, you can turn on MethodSupport by going to Customize > Users and making sure the ...