Method Community

Same deal there ""Property:9 Chel Clois Sloane Av SW3 3DL" has a colon in it. It's just taking the raw data that exists for that customer, nothing fancy going on behind the scenes. I bet if you look at this customer's account, you'll see the "Customer Name" in Method is ""Property:9 Chel ...

Translation: QuickBooks doesn't like the colon ":" in the name you created. "78 COMPASS HOUSE:IMPERIAL WHARF" Might be better as "78 COMPASS HOUSE - IMPERIAL WHARF" Try putting in "78 COMPASS HOUSE:IMPERIAL WHARF" directly into QuickBooks, and you'll get the same attitude, but probably a much ...

1. Hit the "..." next to the Activity Type dropdown. 2. Select the one you want to delete. Be careful....keep the one that came with Method! This is the one with the description "Typically used to record customer meetings, business meetings or scheduled appointments." beside it. 3. Click More Actions... > Delete Activity ...

Updated Transaction table AmountForAccountBalance  - The Transaction table now has a new column called "AmountForAccountBalance". This gives the debit (as positive) and credit (as negative) balances for all accounting transactions to help total up the balance of available transactions. Note: The transaction table is ...

Greg - just to give you some insight. We release updates very regularly, as you know. One particular update was on Friday, where the version that was on the "staging" site since April came onto the live site. Somehow this issue evaded us and all the users on the staging site for 2 months....I really don't know how.  What we did ...

@VLocke - templates don't get synced on a changes-only sync (blame the QuickBooks SDK for not giving us the ability to see if they have a new modified date!). But they should sync on a full sync. I just tried adding a new template, and modifying the name of an existing template. After a full sync they travelled over nicely. Paul

@alliance - you can always find out what a website's IP address is by: 1. Click the Start button in Windows. 2. Type "cmd" and hit enter. This takes in you into command prompt. 3. Type "ping www.methodintegration.com". You'll see ours is 67.192.223.114.  This hits our load balancer, which redirects you to one ...

I haven't tried this.....but couldn't you just put an unbound dropdown on the screen showing all the method report templates for invoices (ReportMethod table), and then in the Generate Report action set "Override with Report(optional):" to Value From Screen, the dropdown. BUT - are you talking about Method templates, or ...

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 ...

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