Method Community

Hi Matt, Not sure what exactly is causing that to happen. I created three Fabricator fields as well, the first two pull from the FullName field of the Customer table, where as the third field pulls from the RecordID field. When I edit the first two fields (Fabricator and Fabricator2) on my custom screen the Select Field option on Step 4 of 6: ...

Hi, The reason some records are not fully deleted right away is that Quickbooks is the master record so to speak.  Since its the master record, we need to check with the Quickbooks file before deletion to ensure there isn't any sort of data incompatibility. We can certainly reset your account if you wish.  By doing this, all data, ...

Wes, Unfortunately we do not support Intuit Payment Service (aka QBMS) with Method.  Please see our Payment Gateways article for supported payment gateways.  Something else to note is that currently the Quickbooks SDK does not allow Bank Reconcilliation, which prevents us or any third party app from processing these transactions. ...

Hello Team,   Can you reset my account? Because there’re records impossible to delete. When you delete it, it shows that it is deleted but anyway the data is stored somewhere. For example when you are exporting the customer lead grid out you can see the full list of records (that was actually deleted) And when ...

Adam, I see they are in the table. My goal is to populate them with the results from QBMS. How can I get these when using the QBMS gateway in Method? For example, if I was writing an external application, I would take the results from the QBMS call and use them during the ReceivePaymentAdd SDK call. Thanks, Wes

Hi Wes, Those fields are located in the ReceivePayment table and should be available to add into the ReceivePayment screen.  What is your end goal here?   - Adam

James, It appears it does.  It seems as though existing estimates need to get updated through Quickbooks to reflect the change.  Unfortunately, so far the only workaround I can find is to delete the line items of the group in the estimate and re-add them and save again (after modifying the group item in Quickbooks).  Any ...

It may be because of fullname duplicates then because it is when I am adding the dropdown fields into the custom screen that it messes up. The selection list is not empty though. Instead of having the option of choosing RecordID which normally would be my choice since there are duplicates, it states another option that has no records within it ...

Adam, We are sending estimates to leads and as such are "Wait[ing] for Sync Approval" on estimates.  Will this prevent the fix you've suggested from working properly? - James

In order to easily reconcile transactions with QBFin, I need to collect and insert the following columns for each ReceivePayment Transaction: CreditCardTransID CardSecurityCodeMatch MerchantAccountNumber ReconBatchID PaymentGroupingCode PaymentStatus TxnAuthorizationTime TxnAuthorizationStamp ClientTransID These are all returned by the QBMS ...