Method Community

You're not wrong to expect that but the fact that you're seeing behaviour different from the stock screens suggests to me that you've broken a link on the stock set of screens.  Without seeing your screen it's impossible for us to provide a solution to fixing the link on your stock screen.   At this point we've ...

Wylie, A few things about the Credit Card field here... Inside QuickBooks, under Edit > Preferences > Integrated Applications > Company Preferences  Select the Method Integration Engine (MIE) for use with QuickBooks and click properties Under the Access Rights tab, the last checkbox is to Allow this application access to SSN, ...

 Hi Chad, I don't know that I really answered your question ... there is nothing in the credit card # field, it is blank.  Everything else is still there, however ... name, expiration, billing & payment type. Thanks, wylie

I can't seem to figure out how to tell it to retrieve the "LAST" record.  I've tried it several ways but there is nothing to point at to match the criteria. In the "From table ____ where ____ is equal to _____"  I'm not sure how to tell it to look at the last record ID and retrieve the CALL# from that ...

I was also wondering if there is a way to use SQL outside of the Grid - either at the screen level or directly in Method Report Designer. Thanks!!

 Hi Chad, I was not aware that Method did not store the info. and have seen the data passed back to method in the format above.  That is not the issue in this situation, however, as the # was stored in QB.  I did just recently update it in QB though and actually saved and went back into QB to make sure it updated before I threw the ...

[quote user="wmousseau"]lost their credit card numbers[/quote] When you say lost is there no information in the field?  By default only QuickBooks can store this information - if you enter this field into Method, QuickBooks with store it and send us back xxxxxxx000 instead of the actual number for secuirty.  There should be no ...

Can you please tell me what type of SQL code Method is based on (i.e. Sybase, MS, Oracle, etc.)?

Using Customer Jobs in QuickBooks it is a nice way to track multiple jobs for one customer.  QuickBooks also provides various reports to help analyze the statistics and profitability of a particular job.  We notice that if we use Customer Jobs in QB, for instance a planting job for Customer Smith and a paving job for Customer ...

  @jnairn We do not recommend that you keep Credit Cards information in Method. Yes we make all possible measures available for you (https - secure website access, encryption and etc) but it will be ultimately your responsibly if you do decide to keep this type of information in your Method account. There are a variety of options for ...