Method Community

Hi Nick I just took a closer look at your screen shot.  Where are your sales transactions associated the payment receipts?

Hi Nick I'll add my 2 cents here.  I've found it very helpful to use the import/export tool from inside method to study the data that is inside a method table. Using this technique in combination with reports from QuickBooks I've been able to get a clear understanding of all the database relationships ...

Quickbooks online has 3 custom fields for invoices. I use them to track POs, customer IDs, and Vendor numbers. How do I allow Method to track and use these same fields? What are the Method field names for the equivalent? Or do I have to create these in Method? If so, how?

Ok, I found the transaction table - was looking at the wrong place. I'm still awaiting your response on the balance issue though. Thanks, Nick

Dave, Thank you for your response. First, I would appreciate if you could guide me on how to query this "balance" column in the transactions table. I do not see any "transactions" table inside Method. Second, what bothers me is the fact that the customer's balance in QuickBooks is showing $761 (Just like the ...

Nick_Warren, The transactions tab shows data from the transactions table, not the customer table. To see how this was accomplished I suggest you look into the design of the screen and the underlying table of that grid. There is a summary column there for the balance column of the transactions grid (i.e. the balance column of the transactions ...

Dave, I do not really understand your answer. Something is definitely wrong here.  The “Transactions” tab is located INSIDE the customer’s window – but that is beside the point. The total balance in QuickBooks for the customer in question is $761.28 – as shown on the screen shot. When I trigger the query ...

Hi Bryan, In step 1 of creating a user, do you have 'Login is Active 'checked. Also can this account sign into method normally? Dave

[quote user="Goeckeaj"]How do I fix this.[/quote] Did you by chance make a copy of the template before making a change?  There's no way to recover a template once its been replaced but I could email you a text file of the stock template if that helps?  Please email me the template names and I'll reply with text ...

Hi nick_warren, You're comparing two different things. Total balance is from the customer table. It is not on the screen you are using. The field Balance is what we display. It is on the screen as 'Current Balance' Depending on your sync settings and whenever your last sync was, method may not have all the transactions listed ...