Method Community

Hey Chris, Your best bet is to create linked fields on the Invoice table that bring over fields from the InvoiceLine table, then base the grid around the Invoice table and share all of those fields. You can create a linked field for every field on InvoiceLine that you need. Now, based on what your'e describing I'm assumign you want a ...

Hey furrywombat, Thanks for the post -- unfortunately, I"m going to have to be a bit of a disappointment as this hasn't been implemented site-wide yet. As Paul mentioned, this is ultimately at the behest of the Quickbooks SDK. We're phasing in a new sync engine now, though, so fingers crossed we can get that in soon.

Hi Steve, You actually have a few options available to do what you are trying to achieve through Method, so the answer is, yes, this is definitely possible.  The simplest way, would be to add an action to your WorkOrder screen, so that when the work order gets 'saved' after being marked as completed, you will automatically send an ...

Hi VLocke, As long as you are creating the table and fields from within Method, you shouldn't have to worry about this new table (let's call it "Customer2") syncing with QuickBooks.  Method isn't able to create fields/tables and have them sent to QuickBooks.  The only time this is even remotely possible is ...

Hi JWS, Just for some foundation, there are two main ways to populate the reference numbers for your transactions, either have Method create them or QuickBooks.  There is an option in Method, located on QuickBooks->Sychronization, towards the bottom of the screen you will see a label for "Assign Ref Numbers in Method"? ...

Hi VLocke, Unforunately there is no way to make a copy of an existing table in Method.  You would have to create your new table, and add each field manually. -Ben

Hi vsrnt, Unfortunately there isn't really a way to do this stock, because that would require integration of your email clients emails with Method, which isn't doable. The best approach I can think of to accomplish this would be to have google gadget installed, then through the gadget manually create a case for every new support email. ...

Hey Bryan, We actually did seem to have an issues with email around the time you originally created this Forum thread, so you this is likely what you ran into, it went on for a few hours.  When you mentioned it was going for a couple days and one user's emails were going through, I thought it would be something else.  Anyways, ...

VLocke, In order to figure this out, I attemped creating text fields in a random table, starting with an enormous value.....here is the error message I received: -Ben

Hi Brian, Based on what you said in your post, this sounds like an issue that is only affecting your Method Account.  For an issues like this, I would suggest calling in to our Support line so that we can troubleshoot over the phone with you and doing some testing.  I am not aware of any changes on our in regards to this. Either call ...