Method Community

Shane, If you click the Select link (you should see one on the left hand side of the grid), that will populate the text fields with that record.  You can then edit and save the changes. - Adam

I'm with a relatively small non-profit cat shelter that uses QuickBooks Online Essentials for our accounting system.  Because we're all volunteers, most of whom have full-time paying jobs elsewhere, we strongly prefer cloud solutions so we can do work from home as time is available.  QBOE is adequate, although not ...

Thanks

Greetings, Can you check somthiing? This is stock screens. Create a work order in the dec of method, using Sched and invoice Come up with a price, mark it as to be invoiced.  Go to the dashboard and do a date range of when you just created that one WO. See if anything comes up.  I could not get the dashboard to work at all for ...

Use "Name", not "FullName". FullName is read only, and represents Customer:Job, like "McDonalds:Main Street". Paul

I am getting ready to import data into Method but don't see field for Customer Name so I am assuming FullNAme populates Customer Name in Method and is the field Customer Name in QB.  Is my assumption correct?

Josh, this sounds like the opposite of what Method is designed to do.  Generally speaking, Method is only looking at "current" QuickBooks data, and it wasn't intended to have years of transaction history in it.  Also keep in mind that not all data ia allowed to be synced from QuickBooks to Method, so keeping the ...

Sorry for the hurried post above with bad spelling.  I did what you said by going to view and got ahead of myself as I saw my dropdown items and thought I could edit them.  Howeever,  I do not see how to edit.  I am trying to change text in one and add another but does not seem to allow me to do so.  I have also ...

Reply Delete Edit Favorites Contact Actually I am i the view screen above and can see my options but don't seem to be able to eidt.  Do you actually edit in view screen? Actually I am i the view screen above and can see my options but don't seem to be able to eidt.  Do you ...

That worked perfect.  My problem was I kept trying to go into edit instead of view to make the changes.  Really appreciate the quick response.  So far as a customer of method I have been impressed by how fast you guys respond.