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VLocke, This is good info.  Thanks for letting us know.  I'll update the team. - Adam

I would like to know how to transfer data in a customized field to the same customized field on a different screen. For example I created a feild called Siding colors. When I save it on the Estimates screen the dropdown works just fine. However when I convert that estimate to a sales order the infomation doesn't transfer to the new ...

Hi Vlocke, What you have done so far wouldn't actually populate the Class Column in the InvoiceLine grid because this grid is based off another table, InvoiceLine. However, it wouldn't be too difficult to carry this value over to the InvoiceLine Table, per item.  This can be done in a similar way as how you ...

Hi Andy, If you need to, in Quickbooks you can prevent the sync engine from launching automatically by going to Edit>Preferences>Integrated Application. When does Quickbooks crash? Are both instances of the engine trying to sync at the same time? Is there an error message in Quickbooks or in the engine? Jason

We are hosting QuickBooks on a cloud server. We have two users accessing QuickBooks simultaneously in multi-user mode via RDP. The sync engine starts automatically for both users when QuickBooks is launched. I think this is causing QuickBooks to crash intermittently. How does the sync engine resolve conflicts if there are two or more instances ...

Adam, I did find that Chrome worked, Internet Explorer showed me the screeen but had other issues.  My husband checked into this and found that Firefox changed their brower display defaults after version 21.  So I thought someone else may need to know this.  Some people are reinstalling version 21 because there were no problems ...

Ben, Thanks this helped. VLocke

Ben, This was a great way to check to see if the field was saving. Once I followed your previous instructions all the way through I have almost everything working.  The class is saving in the customer screen and the class is automatically pulling into the class field on the invoice at the top of the screeen.  But I am thinking I need ...

A user asked why his group items were not displaying the items within the group, only the group item itself. Ben, When you initially add a group item to a transaction, it will not show the additional items until you either Update the grid (see my screenshot below) or Save the transaction. Hope this helps! Please respond here if you ...

Greetings, Method users!  Tech Writer Alex here again, bringing you more good news from the Method camp.  For quite some time now, we’ve been getting feedback from a lot of you crediting our growing list of integrations, but a common question we’ve received is “when will Method integrate with ...