Method Community

Shawn - for items in QBO, it should be the SalesTaxCode.  If "Non" then IsTaxable is false.  If "Tax" then IsTaxable is true. Paul

I wanted to be added to this post notification as well.  I don't know that I'm having an issue, but I am attemptiing to find the correct Table and Field that determines if the item is taxable that will sync to the isTaxable field in the QBO Products list.

Enhancements Knowledge Base Beta - We have entered into a beta for a new "Knowledge Base" feature that lets you to link to a public, searchable and index-able knowledge base (or FAQ). It takes the solution articles you write in Method, and creates a public help document. As you make changes to solutions in Method, your knowledge ...

Shawn - that's great to hear. Side note: I must say how impressed I am with how quickly you picked up Method. Within a few days of signing up you figured out how to create screens, buttons and run actions that update a mass number of records based on conditional logic.  That's awesome. Another side note: keep your eyes open this ...

Worked like a charm.  Ran the script and updated perfectly in Method.  Waited a few minutes and ran a report in QBO and it appears they are all where they should be.  Thank you a bunch.

Shawn - Intuit did the hot fix as they promised.  We have tested on our end and everything is now working as it should again.  We have reverted the temporary change, so we are back to normal. You should be able to run your script and have it work its magic.  If you need some help from us, though, let us know. Thank you for your ...

Shawn- Method allows you to add multiple contacts under one account but these contacts only really come into play with CRM features and not transactions. They would still have to be seperate customers to be able to create a tranasction for them, but in Method you could potentially create field to denote that Mark is Part of Legacy Financial and ...

Blake- Can you send me a screenshot of the error message you are getting? -Michael

Right. I didn't mention I've already changed the table by removing the Required flag for these fields in addition to removing the other validation actions around these dates. Although it's not clear at this time how we plan to use the WO calendar, I'd rather one didn't show up on there just yet. Once a WO has a start or ...

Yes on QBO.  However I have them set up as individual customers in QBO which then synced over to Method that way.  So Method did what it was told.  But, I set them up differently in SalesForce (which also supported multiple contacts per Account).  In SF, I set them up as one Account and Multiple Contacts.  That's the ...