Method Community

Hey krp2203, Did you create a textbox only on the screen? In order to store the information in the table, you'll need to actually create a field in the table. You can then drag that field onto the screenusing the screen designer. In order to customize tables go to Customize > Tables/Fields > find the table name (if you're referring ...

I inserted an "Upload for document" hyperlink into my "New Activity" screen so that people could attach documents to certain activities. But now when I export the results of the activity table there's a lot of junk in some rows of the CSV file, and I believe it has to do with the PDFs being attached to the activities. What ...

I would like to be able to update one field in a grid while in the table.  (SortOrder)  I have watched the webinars about the actions, and I can't seem to get it to work.  Do you have the exact instructions on how to do this or can you tell me which webinar to watch.   Also, I created a custom field "Gate Code" ...

If I select taxable both screens work fine. The problem is when I create a batch invoice that the tax item does not comes from QB. In QB I have most of my clients with tax, and a small amount non taxable, but in method all the customers have that tax item dropdown empty. If I create a single invoice , as soon as I select the customer the tax ...

I added a text box to my work order for tech comments and work performed.  but it doent save the text after save/close and then returning.  it also does not show on the printed WO even brfore exiting the screen? Idea's ? Im new to this

If you're looking to migrate custom tables/screens from Method for QBD to Method for QBO, the only way to that now is to manually recreate each screen as the data structure between QBD and QBO is different. Reference numbers and the way they are referenced are different. Intuit is releasing V3 of their IPP platform (QBO API) in late 2013 so ...

Hi Marcelo,  Please do as per my instructions from before, and then I will go through how to test the screen. From before: Can you test out the stock QuickBooks_Invoice screen as well? You can test out the stock screen by going to Customize > Screens > search for QuickBooks_Invoice > highlight the mouse ...

I will put together a detailed description of what I did and have it ready for you tomorrow...

Hi Ben, Can you clarify what exactly was done to the screen? Include as much details as possible so that we can understand why you're not seeing the data. It's likely something small that you overlooked. Additionally, helping with custom screen issues over the Forums is difficult as we don't know what else is happening on the screen. ...

Helllo, I created a new screen in which clients will enter personal information about themselves.  I created a link within the client portal to direct them to this screen.  Everything seems to be working fine accept that when they complete filling out the screen, it appears that nothing is saved in the grid.  It was working fine ...