Method Community

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Activity New - the entire layout of the activity screen has been redesigned to provide better workflow while keeping existing functionality. Some of these changes include the following: (QBD) the ...

Just tested it on my account and I'm unable to replicate this. Left both the email and opt out checkboxes blank and selected only Active Customers. Generated my list and I saw only customers with emails that are not set for opt out of marketing. For the purposes of this test I intentionally set several of my contacts for opt out of marketing ...

Wow. That "works". Disconnecting the sync engine makes the problem go away. Saving empty values works just fine while disconnected. Connect it back up and the problem persists yet again. QB changes the value BACK to what it was before it was empty. There must be bad logic in dealing with updates in the sync engine where empty fields ...

Do me a favor: Disconnect and shutdown your Method Integration Engine, then remove the data from those fields, and Save. Reload the screen after a few minutes, check the Sales Order you edited, and let me know whether the fields are populated again or not. - Ashur

By the way...same behavior on Estimates, as well. Stock screen. SAME. EXACT. BEHAVIOR. Once a field has a value in it, I'm unable to clear it out. The previous saved value always comes back the next time the record is loaded.

Yes, I figured that out right before I got your reply! :) Now my next issue - somehow, my Group Header1 and Group Header2 switched places and I can't get them back.  I didn't switch them, and have no idea how they could've switched, but they did.  I'm not getting the option to move them up or down - it's greyed ...

I'm looking in the Audit Trail and notice an interesting API call. The fields included are the ones I'm trying to clear out. MethodAPISelect_XMLV2 - viewaccSalesOrder The following query was created in MethodAPISelect_XMLV2: SELECT TOP 333334 [Customer],[Memo],[PONumber] FROM [viewaccSalesOrder] WITH (nolock) WHERE ([TenantID] IS ...

Apologies please see my edit below. + Company + Invoice  <---- Expand me + InvoiceLine + Company + Invoice    -Field 1    -Field 2    +InvoiceLine       -Rate <---- Use me       -Qty    -Field 3    -Field 4 + Invoice - Ashur

When you click Save...the data indeed clears from those fields. In fact, the data is saved properly (I exported the table immediately after Saving the record and see those fields are empty in the db). But once you load the record again (click Select in the grid list), for some reason the previous values get loaded back and Saved to the ...

When you open your report, look at the Field List section, usually on the right side of the screen, and ensure you're using fields from the correct detail table. You want to use the fields from the InvoiceLine table and drag them to the Detail section of the report. Example below. + Company + Invoice + InvoiceLine <---- Expand ...