Method Community

Strange, I'm experiencing this as well. I may have to log a ticket for this, but in the mean time there's another way to do this in order to get it working for you. You'll first need to add the fields form the Contacts table (that you want to show in the report) as linked fields in the Activity table. Then create a new report based off ...

When I go to download report designer--- it just goes into my download folder and this error message pops up 'There is no default application specified to open the document “MethodReportDesigner.application”. It then requests I pick an application to launch the file.  

Thanks Adam, I have already spoken to Insynq and they have a turn key process that will allow this to happen. I appreciate the insight. Bryan

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 ...