Method Community

The following updates are now live for users of Method Fixes Charts - Fixed a UI issue that prevented some users from selecting filters. (PL-45461) Work Orders - Fixed issue where the follow-up activity was not being shown in the app ribbon. (PL-47693) Regards, Hannah

The following updates are now live for users of Method New Features / Updates Work Orders - Added logic so attachments that are selected will be sent to the customer when emailed. (PL-47427) Fixes Opportunities - Fixed an issue where the Add Item button was disabled in some scenarios on mobile. (PL-47631) Estimates - Added ...

The following updates are now live for users of Method New Features / Updates Performance - Improved the overall rendering performance of screens. (PL-47091) Fixes Grids - Fixed an issue with looping hidden grids. (PL-47668) Time Tracking - Fixed an issue where opening a running time entry would not show you the timer controls. ...

Only Bills and Bill Lines can siync expenses to Method.  Althought I've gotten tricky with some $0Invoices for things I'd normally use JEs for. And yes I agree, it is really a blind spot.  Particularly when you've been customizing Method as long as I have and remember being able to send all those things to QuickBooks Desktop.

Oh no. That's a huge bummer. Expense/Purchase also not supported, so there's literally no way to send a debit P&L transaction to QBO? only credits? Man that stinks. Thank you for the response. None of the help documentation searches I came up with showed that info, so I appreciate it.

The following updates are now live for users of Method Fixes Work Orders - Fixed an error where an activity was logged when an email was previewed. (PL-47613) Regards, Courtney

Method does not sync Journal entries with QuickBooks Online, sadly.  The table is there because they did with QuickBooks Desktop but it will always be empty in an account connected to QBO.  You may find this list of supported/synced tables helpful.

I've been trying to query journal entries from QuickBooks Online using the Method API. I've created a sort of generic function to query the table in Google Apps Script and copy the data to a sheet. This code works fine for other tables (like Account, Invoice, etc), but for some reason doesn't work for either JournalEntry or ...

The following updates are now live for users of Method Fixes Estimates, Sales Orders, Invoices - Fixed an issue where users could not add items to a transaction with an inventory start date matching the transaction date. (PL-47498) Regards, Hannah

This is achievable by doing the same workflow as the WorkOrder Instruction field wrapped under the HTML editor.  Here is how you can define the text you want to open in a new link and define the link as well. Hope this helps!