Method Community

My client would like to be able to use multiple invoice templates in Method.  I am thinking that maybe possible if I setup more that one invoice screen one for each template type they want to use.  Can you tell me if this is possible and if so am I on the right track?  I cannot tell how to tell QuickBooks which template type to save ...

The export to excel action is no longer exporting column subtotals.  A client alerted me to the problem and I was able to reproduce it in another account.

Nick - I don't see us making the creation of the reports via the API a development priority any time in the near future. The core purpose of the API is to send and receive DATA back and forth from an external app to Method. There are exceptions (charge credit card, send email), but it's never ending. If we made the API from being ...

This is hard concept for our customers, QuickBooks or Method, to understand.  They always see the an invoice, purchase order, etc. as a tangible object.  In reality the only thing that persists is the record in a database.  Each time a visual representation is needed it is recreated using a report template of some sort. Paul, ...

I can't use the HTML version like you because we request the customer's to sign the Sales Order. Our transactions are large and orders cannot be processed without the card's holder signature. Moreover, the Sales Order in a PDF looks much more professional than a simple HTML email. It includes Shipping & Billing ...

FYI - to anyone reading this. This was changed from a 10k limit to a 1,000,000 cell limit. So if you have only 10 fields you are pulling out, we allow up to a 100k record pull at a time. Paul

So basically you are calling an Invoice a "report" - From a development point of view and especaiily in QuickBooks, an Invoice or a Purchase Order are not really considered to be a report. The invoice only includes the list of items and the customer's information. I can generate it from within my app directly but as Method does it ...

Also - does it have to be a PDF attachment? If you are using the API, then it means you are a coder. If you are a coder, you can easily build an HTML invoice to send - which is even more convenient to your customers (they don't need to open a PDF). The monthly invoices that come from your Method subscription are just HTML, and we use our own ...

Hi Nick_Warren From what was explained to me you can't do this the manner you are asking/suggesting.  There is no way to generate a method report using the API.   The good news is that you can accomplish your end goal by: using your API application to extract the data and having the application generate the report.  If you ...

I know this was previously asked but I honestly did not understand the answer so decided to try again. Our scenario requires us to send roughly 100 invoices daily to customers. We use the API to push invoices to QuickBooks from our own application. I would like to use the API to generate an email with an attachment and to send it to ...