Method Community

When using the Grid Wizard, what determines the list of tables you can choose from for the "Attached" option?  How do you get a table to appear in that list?

Hi Jessica, To edit the columns that print out when you print an estimate you will have to edit the estimate template itself. I would recommend watching the Method Report Designer webinars found HERE. -Michael

Hello, I'm trying to update and change the columns that appear when I print an estimate.  I have tried going to the preferencesreport in the customize tab, but it's not allowing me to see where to change the columns.  Where do I go to do this?

Hi SpaScapes, [quote user="SpaScapes"]QuickBooks returned an error when adding/modifying a accInvoice record. The error was: Object "8000003E-1298053553" specified in the request cannot be found. . The Request was: <?xml version="1.0" encoding="windows-1252" ?> <?qbxml version="8.0" ?> ...

Hi David, To be able to use a field as a drop down in a table(Key) it will have to be set as a unique field. If you take a look at the Customer table you can see that Fullname is checked as unique that is why you are able to select from it. RecordID will always show in the list since it is always a unique value. -Michael

Hi John, Currently there is no way to make a copy of objects in a screen. You can only make a copy of the whole screen. -Michael

 So I just realized that the invoice itself is not syncing. I can create estimates and sales orders, but for some reason invoices are not working. The conflict error (with personal info removed): QuickBooks returned an error when adding/modifying a accInvoice record. The error was: Object "8000003E-1298053553" specified in the ...

After I create an invoice for a customer, I need to enter a deposit for the job. When I go to Add/Edit Customer Payment, I try to create the payment. When I select Pay Selected Invoices, nothig happens.. the payment is not applied. Although the payment shows up in Existing Payments, it is not applied to the invoice and does not show up in ...

Thanks Michael, Sorry, but I still can't seem to get this to work.  I have been working on this all day...and no luck.... so I deleted everything and I am right back to step 1. I am creating a new table that I would like the "key" field to be the AccountNumber field on the Customer Table. (Ultimately, when I view a ...

Greetings, Is there a way to copy grids and/or objects while making up a new screen? I made up one grid now i need a few more and i dont want to go through all the actions again.  I have a idea i am working on. John M