Method Community

 Hi James, On its own, Quickbooks does some of the work associated with prefilling fields for you, (sans Method). As an example, when creating a 'child object' (say a customer job), Quickbooks will automatically copy over some data (such as address, phone number, email, etc.) from the 'parent object' (say a customer). ...

 Hi Gregory, It is not abnormal to wait that amount of time for the list to be populated, given the number of customers you are going through. The reason it takes that long is because the list builder is inserting all the customers that match your criteria into the list builder table. If this table was already populated then we ...

Hi, There is a guide that would help you get started with the Pencil tool so you can create screens on your own using widgets. If you are an end user then please send me an email and I'll forward you the document. If you are a member of the Solution Provider group, then you can access this guide from the MSP portal under Info > ...

[quote user="BSP-Tim"] Hi Danny, No, I had already selected a bank account before the error message appeared.  That does not seem to be part of the problem.  Any other suggestions?  Thanks! [/quote] The best way for me to figure this out is to take a look at it.  Can you please enable to Method Support user under ...

The following response came in via email: I put in May 6 for Jobs/shifts that start on or after, and for Jobs/shifts that end before May 10.  When I went to Step 2: Send to QuickBooks the May 10th data was also there. I have changed the font size for the Send to Quickbooks screen, but the column height is still too low and I can’t ...

A user submitted the following question directly to us via email.  Since we currently handle our technical issues via the forum, it has been posted here. "I’m getting the following error under customers, activity: comments. Error^Action Sequence Order:1^The criteria to retrieve value from table did not contain a value. The field ...

It appears I spoke too soon. (Actually I was looking in the completely wrong place when I was testing it out). I tried to create a dropdown field in the customer table and I still get the "An error has occurred.  An email has been sent to Method staff.  If this problem persists, please contact the Method Team at ...

Paul, I Deleted all the fields nad tables I created through the API and tried it again, now I'm not having any problems. Got me?   On a related note (I think, because I didn't notice it until after using the create table and create field calls).... When I go to customize the customerlist screen, there are fields available to put ...

Hi Mike, I can see that you are very excited to get your hands on QXpress Online.  This is actually the Method forum and website.  Information regarding QXpress or QXpress Online would be located on the QXpress website.  That will always be the best place to get info on QXpress products. As for QXpress Online, there was a ...

Hello everyone!  This issue was sent to me directly in an email, but I wanted to post it to the forum so others can see what’s going on! Issue: When using the “add new button” (the button with the … periods on it) from the invoice screen > customer drop down box or the item dropdown box – the new customer or new item is not available in ...