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  • Re: Estimate Line Item Markup Rates

    This is really weird... Even if I put custom actions to enter 0 for the&nbsp;line item markup value then Save....Method still recalculates&nbsp;the markup automatically. I&#39;ve never seen this behavior before. The markup values for my estimate line items have always been 0.
    Posted to Method:Classic General Q&A (Forum) by Blake C on 04-23-2013
  • Re: Customers in the entity table

    I wouldn&#39;t say it is general knowledge but I agree that&nbsp;there should be a Help Center article about it. I&#39;ll bring that up with the team.&nbsp;There are a few more options you can use on this forum post.&nbsp; - Jason
    Posted to Method:Classic General Q&A (Forum) by Method_Jason on 04-23-2013
  • Re: Method Time Entries Are 3 Hrs Off In QuickBooks

    I don&#39;t believe there is a stock report that will display weekly time tracking entries. &nbsp;You can create your own report using the&nbsp;Report Designer and&nbsp;the TimeTracking table. As for the time entries in QBO, I haven&#39;t found any setting anywhere that can alter this so I&#39;ll put in a ticket for our team to ...
    Posted to Method:Classic General Q&A (Forum) by Method_Adam on 04-23-2013
  • Re: Customers in the entity table

    Thanks, I just needed the proper formatting for the script. Is there a help subject on that or is that more of a general knowledge thing?
    Posted to Method:Classic General Q&A (Forum) by MikeB on 04-23-2013
  • Re: Customers in the entity table

    Mike, Your&nbsp;Entity table most likely has many&nbsp;more records than your Customer table. This&nbsp;may be why you are seeing all your customer records when you&nbsp;export the Customer&nbsp;table&nbsp;with all of its fields,&nbsp;but you are not seeing all of your entity records.&nbsp; Some examples of some simple filter scripts you can ...
    Posted to Method:Classic General Q&A (Forum) by Method_Jason on 04-23-2013
  • Re: Estimate Line Item Markup Rates

    Thx... Yes, many of our product purchase costs and sales prices did&nbsp;change recently. But they have changed several times in the past year+, so I&#39;m not&nbsp;sure why I&#39;m seeing this behavior where markup is being calculated differently now. How could we have zeros for markup rates for all this time and now markup is being ...
    Posted to Method:Classic General Q&A (Forum) by Blake C on 04-23-2013
  • Re: Estimate Line Item Markup Rates

    Hi Blake, A change with the item cost or amount would change this, either from Method or Quickbooks. &nbsp;The markup is calculated as the difference between the cost of an item and the price of an item. Can you check the item and see whether the cost or price changed? - Adam
    Posted to Method:Classic General Q&A (Forum) by Method_Adam on 04-23-2013
  • Add a Comment Textbox

    This email came in from a user: We are trying to add a comment section to the &quot;schedule a follow up&quot; button when the button is selected. &nbsp;When we go into customize for that screen there is not a comments or notes field listed that we can add. &nbsp;How do we add this field so it can be added to this section? The comment ...
    Posted to Method:Classic General Q&A (Forum) by Method_Jason on 04-23-2013
  • Data Cleanups

    I&#39;m looking to clean up some customer/contact data and I&#39;d like confirmation that what I&#39;m changing is comprehensive. I&#39;m looking to do the following Customers Table: Clean up Contact field Clean up CompanyName Field Clean Up Name field These fields also appear in the Contacts, Activities and Entity tables. If I change ...
    Posted to Method:Classic General Q&A (Forum) by MikeB on 04-23-2013
  • Estimate Line Item Markup Rates

    For some reason my estimate line items have started showing up as non-zero numbers and it&#39;s figuring&nbsp;into the Total calculation and is making Estimate Total Amounts larger than they should be. For example: Estimate&nbsp;Line Item: InventoryItem 123 | Rate = $24.50 per bag | Qty = 1 | Total Amount = $43.45 | Markup ...
    Posted to Method:Classic General Q&A (Forum) by Blake C on 04-23-2013
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