Method Community

Apologies John, just realised I was using the Sales Information section when adding the new item. You were correct when you stated that the description does not display for products/services that you purchase. This is not an issue, rather a platform limitation. - Ashur

It may be due to your version of QBO, I'm testing this on a QuickBooks Online Essentials account. Are you using the stock Word Orders screen? If so, email me your contact information and let me know when I can get in touch with you for a screen sharing session. - Ashur

But wait - aren't the screens and fields just "windows" to populating the Customer table? In other words, it's the values in the tables that are synced, regardless how they are populated. If a dropdown is linked to the BillAddressState field in the Customer table, won't it just show the entry for that customer that ...

This is what i did Quickbooks Online Plus> Company>More> List>products and service list>  Name: Echo Blower is sub product/Service is not checked Track quantity on hand (for inventory item) is not checked Sales Information is not checked Purchasing information is checked Discription: echo power blower Cost: ...

Hi Mike, You are correct for the most part.   There are a few things you need to consider when going this route.  The first and most important is that the BillAddressState needs to stay on the screen.  It can be hidden, but this field is linked to QB and your dropdown won't be. That new dropdown box will not exist ...

Forgot to mention the filter for the Contact list. When customizing the CRM_NewActivity screen you can edit the Contact dropdown field, go to Step 5 of 6, then add a filter using the EntityType field. The filter will need to be typed in manually so select Build selection list option, type in Customer, hit 'Enter' on your keyboard, then ...

Check out the Method API section on our website, specifically you would want the MethodAPI 2.0 Documentation. You should also watch our Customization Webinars which you would need to view on a Windows operating system, you'll also need to download the GoToMeeting codec. When you're customizing your screen you can add an object, ...

What Income Account did you select when the description didn't show up? I'm still unable to replicate it and I've selected several different non-inventory types. - Ashur

If you go the route of specifying tables for your sales staff you would need to edit each user and add only the tables you would want them to have access to; Customize > Users > Step 8 of 10, choose the This user only has access to specific existing tables radio button, then add the tables you want that user to have access to. Another ...

I'd like the State/Prov. fields in the New/Edit Customers and New/Edit Leads screens to be dropdown boxes limited to Canadian provinces as fields. I realize that the way QuickBooks handles addresses is a bit strange (line-by-line instead of individual fields for province and postal code), but hopefully this should be relatively easy to do ...