Method Community

You're correct.  This type of change has to be made in Quickbooks.  Once the change syncs, you should see the changes in Method. - Adam

The action associated with updating the report loops through the customer table and sums up subtotals from invoices over various time periods. This is not a case where I'm creating a new customer. Perhaps a newly-created customer is causing the problem, but there's no way for me to know. The action is interrupted quickly and there's no ...

When trying to update a sales rep dashboard that shows sales by customer, I get the error message in yellow:"This customer/vendor/employee/other name is already in use" with no indication on how to fix it. This is very frustrating - please help. I can provide further detail if necessary. The only thing I can say is that my sync ...

Any idea on which Query to use for a Sales By Item Report? I thought about putting all the Sales Order using a date range on a datatable and then checking S.O by S.O for the specific item requsted - seems tedious to me.  Any Ideas?

I am trying to make a button (in a mobile screen) that will set the status or a workorder to Completed.  I can make a button ok, I can make said button set other fields, but not the status field.  Maybe because the field is controlled by a dropdown menu, or something?  What am I missing?

Greetings, I copied a button's actions from my desktop to qbo using november version. I realy dont know where to go at this point becasue i did create this button but from my works, the datefuncation is not puttting the correct date format and retrivetablefuncation will not put a shipto addresss into action result even though i am using ...

This screen has a line that says edit existing field but does not allow that action - The field ParentFullName is the drop down I need to edit. Please advise

Thank you for your reply. I would like to take your advice and use the type field and to add the options to the type drop down. I went in and can not seem to add options to the box containing the other type and I can not seem to access the field. If I need to copy something it is unclear what Perhaps you can instruct me on added items to the drop ...

Hi Tom, I'm going to try and break this down in parts. [quote user="tom"] Is there one central table that controls all these specific fields? All I end up with is a drop down box or a entry line with no value. Having trouble connecting the variable entry and the display, as well as knowing which additional ...

I have watched the webinars, have copied customer screens and have added fields to tables, etc. I have the basics down, but without having a better overall view of the process and screen flow, I am doing a lot of trial and error and it is taking along time with no clear result in sight. I wish to create 2 globally accessable shared variables. One ...