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I want to change the caption for a field depending on a type of customer type (whether it's a parent/entity or a subaccount). For example, for a parent account, I'd like the "Name" field (from QuickBooks" to have the label/caption of "Customer Name", and for a subaccount, the caption should read "Account ...

Hi Jason,   I am the ProAdvisor working with this customer. In the orginal screenshot that my customer sent you of the Estimate he had the £ sign.   I logged into the Method account on one computer and the Estimate shows with Euro sign.  I logged in the same account on another computer and the Estimate shows with ...

David, thanks. Changed the 'isPortal' to false and now getting a successful lookup. The link however doesn't take me to the correct screen.

Auto Grow is alredy checked and most of the fields are not editable on screen. I thought it was the edition of screen that I was using (Remote Entry Edition) so I created a new screen using the new edition (CRM Pro for QB Desktop) and still getting the same result. Any other suggestions? Thank you.

Hi andy, Looking at https://www.methodintegration.com/MethodAPI/Service.asmx?op=MethodAPIGetScreenURLV4 Scroll down to soap1.1 or 1.2 and check out the field types. There is a boolean value called IsPortal....it's the only boolean value in this case....if you are leaving it blank, that is an empty string. An empty string cannot be ...

I have competed the following fields at https://www.methodintegration.com/MethodAPI/service.asmx?op=MethodAPIGetScreenURLV4 to test viewing an activity screen... strCompanyAccount strLogin strPassword TabName TabLinkName RecordID Receiving the following error... "Cannot convert to System.Boolean. Parameter name: type ---> ...

Hi Jason,  In the first step of the Grid Wizard you will see a checkbox labelled Auto Grow? (See the image below). If this is checked in your grid the rows should grow to include all of the text. Note that the behaviour of this setting will be different depending on if the grid is editable or not. An uneditable grid will adjust the size ...

I am currently trying to add a dropdown field to the Customer Table and I am trying to create the dropdown's sequentially so say the caption is Fabricator, then the next one is captioned Fabricator 2, and so on. The problem is when I reach the third step an error message pops up saying that an error has occurred and that an email has been sent ...

Hi Wes,  This can be done, but it would take paid consulting time because a developer would have to force the conflicts back into Quickbooks. I recommend you give us a call on our support line to talk about it further and so we can take action quickly. The number is 1.888.925.6238 and then dial 2 for the support line.  - ...

We had to restore the previous night's backup copy of QBES, losing a morning's worth of transactions/customer entries/time entries/etc. During a full sync, I see all the transaction made during the morning marked "DeleteFromDesktop" in the Resolve Conflicts tab. Clicking "Retry" does nothing (they do not get re-added) ...