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Hi Mike,
In this scenario, you probably need to use several conditional statements. This is one way to structure it:
Start Conditional Statement 1
Do Something 1
Start Conditional Statement 2
Do Something 2
End Conditional Statement 2
Start Conditional Statement 3
Do Something 3
Start Conditional Statement 2
Do ...
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Karen,
Filtering between user inputted dates is a little bit trickier, but doable. You'll need to assign your user inputted dates to action results, and then use a combination of Date Function and Character Function actions in order to insert the date values (in the correct format) into the final script which will be used in ...
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Hi David,
There is a way in the Report Designer to filter out certain item types. Before you open the Report Designer though, link the ItemType field from the Item table into the InvoiceLine table (you can do the same for the EstimateLine and PurchaseOrderLine tables, but I have used an ...
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Hi Karen,
You can use the Assign Value to Action Result action to assign a script to an action result. I tested this and found that this format will work:
Now that the script is assigned, you can use it as your Where Script in your Retrieve Value from Table action. Use the advanced script option and choose the action ...
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David,
This is more of a Quickbooks related support question. It may be useful to speak to a Quickbooks ProAdvisor about setting up accounts or deciding which one to use as this will affect your accounting.
Jason
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Chris,
If you go to the main Method sign in page (found here) you will see the option at the bottom of the screen to Switch to the August version. Eventually, everyone will get switched automatically to the August version and this step will not be needed.
Jason
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Hi Karen,
There is an option to use an advanced script right in the Retrieve Value from Table action. You might also be able to do this with a regular script by using the Where Field. See my screenshot below.
Also, here is an article with some simple SQL scripts from our Help Center. Included is some options for date ...
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Hi Chris,
This has been fixed in the August version of Method.
Jason
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Hi Nick,
This has been fixed in the August version of Method. Thanks for bringing this issue to our attention.
Jason
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Hi Mike,
I'm glad it's coming along! Take a look at this article. It talks about scripts you can use to filter the Export tool, but I believe similar scripts can be applied in your scenario. There are also some date filters that may be useful.
Jason
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