Method Community

Hi Tiger65, Its quite possible that your transaction history is only set for the past 31 days.  As a result, only transaction within that timeframe will sync into Method.  This can be adjusted to a larger time frame or even all of your transactions.  You can find this under the QuickBooks tab > Synchronize (you can also adjust ...

A newbie, I synced a test datafile with 4908 invoices, but can only see about 180 in Method.  What am I missing?

Hi Ashur, Thank you for your help!  I was able to get most of the way through it, I just have a few questions. I have been able to reconstruct the majority of this button, but there are a few things that I cannot view enough in the "edit" screen to figure out how to complete the step. 1.  Action #1; Conditional ...

Mark - Thanks for the input.  :) viret56, Just as Mark said, this would be a tall order, and unfortunately beyond the scope of help we could provide over the forums.  His suggestion of dynamically filtering a grid of estimates I think is the best suggestion.  This will allow you to see some details about the estimates before ...

Hi Ben,  I received an update about this case. Our dev team spent some time on it but unfortunately will not be able to fix it at this time. I apologize if this causes any inconvenience.  Jason

David - Just wanted to let you know that the above post meant to say 6 to 7 actions.  It's been corrected.  Let me know if you have any questions. - Adam

This is tall order for a SQL override.  I would probably take a different tack.  You might try using some sort of show/hide section that contains a grid of dynamically filtered estimates.  You could then select the appropriate estimate.

Hi David, In your case, what you could do is loop through the grid and do 3 Basic Math Calculations.  The first would be to get the QTY times the Rate.  The M arkup is added after the Rate x QTY, so we'll need this number calculated for each line item. Save it as an action result (ex. QTYxR). Then, take the action result ...

I have a grid based on the Opportunity Table.  I want to add a column to the grid with a comma delimited list of Estimate numbers related to the Opportunity.  Is it possible to write an SQL Override that accomplishes this?  Ideally I would like each estimate number in the list to be a link to the associated estimate. I have ...

Hi Kelsey, I am glad we could help. I could tell by your post that you were close, so I am glad you got that little bit of info you needed to proceed. Regards, Ben