Method Community

Hi Cara, I took a look, and it looks as though you added the Customer Type field from the left into the same cell as the grid and did not add it as a column in the grid.  It may look like the screen below.  What you need to do is not add the field from there, but add the column into the Customer Type grid.  You'll ...

Thanks Dave.  Your comment saved a bunch of debugging time.  We've gotten everything working and have added send email to our stand API class library.

I have close to 3000 customers in my customer table (1500 of which are active), and yet there are only 100 or so of those in the Entity table. Why are they not showing up? Is this a problem?

Thanks Adam, Is there a Method report I can access that will produce a weekly payroll/time report? We like to give our employees a record of the job sites that they were at for the week showing the hours they worked there.

Hi KUpham, Sorry for the late reply.  I've been able to recreate this.  I'll see if there's a browser setting or Quickbooks setting that handles this.  If not, I'll put in a ticket with the team. - Adam

Are you connected to QuickBooks desktop version, or QuickBooks Online?  If desktop, is your QuickBooks file hosted on a server somewhere outside your office? I'm wondering if the Pacific time zone is where your QuickBooks data lives - either on Intuit's servers if it's QuickBooks Online, or if your QuickBooks desktop file is on a ...

Cara, Can you email me the screen that you are looking at?  I took a look and it doesn't appear that you have added the Customer Type field to the grid for you CustomerList screen. Are you looking at a different screen? - Adam

Hi Juliet,  This is perfect - We actually JUST made some brand new video tutorials for importing! Click here to find them. You may leave some fields blank without any issues as long as they are not marked as a required field. To check this, go to Customize>Tables/Fields and click on Edit Fields... beside the table ...

Hi, I am just starting out as a new user - I want to import information from excel files - I watched the webinar which I think is based on an older version of Method but I got the general idea. My only question after watching the webinar is around the absence of data in a field - for instance one of the fields needed is phone number but for some ...

Hi Marcelo,  You can do this by adding a linked field from the Entity table into the Activity table. Go to Customize>Tables/Fields and click on Edit Fields... for the Activity table. Click the radio button called Add a Linked Field. If you cannot see your table in the Link Using: field you may need to establish a ...