Method Community

Hi Alex, The Transaction table is a combination of all the separate transaction tables. You can find a list of QuickBooks Desktop transaction tables here. This table only contains the following key fields for the tables mentioned in the above link: So for tables that are mentioned in the list, the above fields will be ...

Hi mlwells, If you're going to use a different QuickBooks file then you will need to create a new Method account. In order to keep your data you would need to either re-enter it in your new account, or export it from your current account then import it into your new account, however this won't be easy as it is a flat file import ...

So we have the beta sync engine running now but I am trying to see where the advanced inventory information is? In quickbooks you can run an advanced inventory report and see the locations of inventory but I cannot find in Method the location field (Bins) to reproduce the same report in Method. Any clues? I am using the item inventory screen in ...

Hi Nebo, Where does the CompanyWithID field come from?  Is it its own table or just a field in the Contacts table? If you are adding a new field to the Contacts table, you won't be able to make it unique.  This is becuase there are already records in the table and therefore by adding a new field, all values in that field will be ...

[quote user="Lisakay"]Can I some how associate or push that information chosen for the sub-contractor to the custome field in quickbooks with Actions?[/quote] No, unfortunately QuickBooks is limited in what can be customized, which is why CRM's like Method exist Adding new custom fields to the Add/Edit Customer screen from ...

Matt, You would need to use linked fields for this. You would first need to link the fields from the PropertyInfo table to the Customer table and then In the Estimate table link the fields from Customer(The new PropertyInfo fields that you linked). -Michael

So i have created 6 custom tables for keeping specific setting details about client equipment. I have added the new tables to a new section in the screen Fieldservices_Customers(2). The problem that i am having is that i need these tables to take unique information for every single customer that we have but the format should be the same. Currently ...

Hi handcrafted and Dominic Riccetti, An update was just released for the API, now when there is a null value in the string array you should get back a message indicating one of the values in the array is blank rather than the standard your login has failed message Dave

 Amanda,   That worked.  Did not realize there were a couple of duplicate records in the first table, which meant I could not set it as a unique field and add it as a drop down in the second table.    Thanks much!

Hi Guy, Can you confirm that you have the Field Services app installed in your Method account? Can you also post or link to a screenshot of the linked field options you have in the Activity table? (you can use a free image hosting site such as imgur.com) For example, this is what I have: -Russell