Method Community

 I am new to Methods and I am on free trial to determine if Methods is the way I should go. In a nutshell, Quickbooks online customizable invoice does not allow enough additional fields to meet my needs. I need to include quantity ordered, quantity shipped and a backorder column. We also need the capability to track backorders and tie them ...

Inclusivitie- Each report is its own seperate entity so there is no way to save custom palettes between reports for charts. -Michael

Hi Lori- [quote user="Inclusivitie"]I am trying to update a couple of the default reports that you have in the system that generate the charts of the Home Dashboard and create a few new ones, some involving charts and some not. The major issue I am running into with any report involving a chart is that I can't seem to get back into ...

Hi dannas, The best way to ensure that the product gets deleted from the dropdown list when you are selecting items under the "Items" heading when you are creating a new invoice is to do a Method Synch everytime you delete a product from QuickBooks Online.  Synching Method when you update QuickBooks will ensure that the latest ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online QuickBooks Invoice Fixed (#3164) - when clicking Print > Print Selected or Print > Print All, an error message was appearing.  This was a result of the “Generate Report” action ...

So I imported a file with RecordID and ProbabilityPercent (I'm updating probability percents).  Everything imported properly but in order for my pipeline to calculate properly I have to go into each individual opportunity record and click inside the ProbabilityPercent box.  This defeats the whole purpose of doing a mass update. ...

Hi wmcfall, To assist you with question 3, I recommend that you look at the `Send Email` action which is very similar to the `Email Work Orders` button within the `FieldService_WorkOrderList` screen. If you need further assistance with how to make the action work for you, we have a consulting service that is available, and we can configure that ...

Hi Method Team, I am trying to update a couple of the default reports that you have in the system that generate the charts of the Home Dashboard and create a few new ones, some involving charts and some not. The major issue I am running into with any report involving a chart is that I can't seem to get back into the chart wizard once it has ...

Hi viret56, A few years ago, QuickBooks developed the ability to add multiple ship to address for their customers.The QuickBooks SDK though, doesn`t allow any developer the ability to transfer over multiple ship to addresses for the customers and that is the reason you don`t see that functionality in Method.  The only way around it, is by ...

I figured it out, had to go into the report writer. Is there anyway to get the report writer to save custom palettes between reports?