Method Community

Yes they would exist in their respective tables, for example a custom field for vendors would appear under the Vendor table in Method, a custom field for the employee field would exist in the Employee table in Method, etc. - Ashur

Hi, Can someone please point ne in the right direction on this? I am trying to use "Enter Value into Field on Screen" but I want to trim the first 9 characters. (It is either Billable: or Overhead:) I have been through all the functions and have tried different combinations of them - but not working yet. I see join with space, comma, ...

I found the place to filter the dropdown menu. I must have looked right at it a hundred times. Problem solved Thanks!

Ashur, essentially any of the custom fields for names and items (Customers list, Vendors list, or Employees list). Thanks.

Hi andy, Are you talking about the custom fields when adding/editing a customer record? If so, after creating a custom field in QuickBooks and performing a Full Sync, you can find the field in Method within the Customer table. - Ashur

Hi Alfredo, I wouldn't suggest putting up a payment section on a web form. What you can do is have interested students enter their information on the web form then when they've submitted their data you can redirect them to the Portal page where they can sign in and view their recent transactions, make payments, and update their contact ...

I know these can be found within QuickBooks but is there any way of finding out through Method, what, if any ,custom fields have been set-up?

Neil, I did a quick setup with action results and I'm getting similar results as you.  I'll have to dive into this a bit further to see if its an issue with the action results.  I can get the link to show in a message, but it doesn't seem to work on Gmail.  Outlook shows the whole code.  This might be an issue, or ...

Hi rglenn, Welcome to Method! 1. If you're talking about the label/text that shows up on the screen then yes. This can easily be changed by creating a copy of the QuickBooks_Estimate screen and editing the caption in that label object. If this is not what you're referring to then please expand on your original question. 2. This can ...

Hi, The Purchase Order screen is hidden in Method for QBO, as it is not supported for third party apps yet.  This is not only with Method, but all third party applications.  If or when it gets supported, I'm sure Method will soon follow suit. Hope this helps. Adam