Method Community

Hello, we recently upgraded to Quicksbooks V13, since then its stopped syncing with method sync software, I have tried everything, rebuild file,  backup and restore to a new file,  Checked in Quibooks intrigrtion, method applicaiton is correclty setup and  allow and read is clicked,  the login ...

That's awesome Allison.  Let us know if we can help with anything else. - Adam

Dave, thanks for your response also. Little by little things are sinking in. :-) Gary

I figured it out. I am all set. Thank you for all of your help!

Mark, thank you so much for your response. I think I was thinking of Method/QB as being more of a normalized relational database than it actually is. It sounds like all those Estimate fields like Billing and Shipping address are denormalized copies from Customers. That goes against my sensibilities of database design but I understand that QB is ...

Hi Gary, Just following up on Mark's point (he beat me to it)....you can query for information about any record in your method account using one of the following functions.: MethodAPISelect_DataSet , MethodAPISelect_DataSetV2, MethodAPISelect_XML, MethodAPISelect_XMLV2 So continuing my example above, what if I wanted to include Amy ...

did all the above and still get same error. I have just created a grid with an export to excel button for now that does what I need, I also linked the fields in contacts I needed into activity so I could display them, but would still like to understand how to create these reports when using linked tables as I will be utilizing them ...

It is the customer's email address and phone number that I would like to display on a printed estimate. Right now, I am able to show the email address and phone number on the estimate screen, and I have set up the estimate to display that information within report designer, but there is a disconnect somewhere that does not allow the printed ...

Allison, The second post says you can't populate the customer email address and phone number.  Is it the Sales rep or Customer email and phone you want to populate?  If its the sales rep, they were added as linked fields, correct?  Is the email field a custom Method field? - Adam

Gary I'm not sure if this is your question but in order to get all the other info populated you would need an extra call.  The flow might look like this. Call Method to get the customer's record Parse customer record in name:value pairs Build up new estimate field and value arrays using customer info name:value ...