Method Community

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

Currently my main message consists of different Action Results which are strung together with the join action. I tried the new screen and by just typing the URL into the "Send Email Action" body the link worked. So I then tried placing the link in an AR and it again worked. I have checked my code and it is all in place. The only ...

Hi, First and foremost, thank you for the kind words.  I can understand your frustrations, and I can tell you that we constantly strive to make improvements.  With that said, I can tell you that we do have a new version of mobile in the pipeline for a late spring/early summer release.  This will be a native app, with a completely ...

I'm trying to essentially put in purchase orders from an excel sheet and importing them into method, so that it syncs to QBO. But I can't find a table or screen for purchase orders...is this possible? When I search for the solution in the forum it seems like other people have a purchase order screen. So, do others have it and I don't, ...