Method Community

 OK, lets start over. I just tested again and the dropdown list of numbers I have in Method is not from my sales tax groups in QB. So, I am back to square one. I noticed something interesting though. All of my sales tax groups were brought over in the sync. If I look under items, all of my Sales Tax groups are there. However, when I ...

 Ok, I think I may have partially figured this out. I went into the Estimate Table and created a new Field called SalesTaxGroup and chose drop down as the field type. I then chose "Choose from existing table from the drop down wizard". I then chose Itemsalestaxgroup as the existing table to choose from. Step 3, then only choice I ...

[quote user="handcrafted"]  Thank you Danny, that makes sense now.   I appreciate the help! [/quote] No problem.  Glad that cleared things up.   Danny

 Thank you Danny, that makes sense now.   I appreciate the help!

Hi method, I was creating an estimate today and noticed that the default tax choice is sales tax item. The problem with that is we have multiple tax items in Texas for each customer, so we have to create what are called Sales Tax Groups in Quickbooks. So, I was wanting to customize the estimate screen so that the Sales Tax ...

Hi Denis, How does one handle travel time for service technicians that is not charged to the job for which the technician would be compensated? I understand we can have a Start/Stop/(less lunch)/Start/Stop for the technician.  However, how do you handle the time between jobs (such as travel) in Field Services?  ...

Hi Phat Matt, When you say "estimated hours" what screen are you referring to? Is this a customized screen that contains something like "Estimated Hours" custom field? If so, you can utilize the "Get Sum" action to sum up the total estimated hours, and then ensure to enable "Subtotals: calculate Subtotals for ...

Hi Alec, Great. Next time you encounter this error, kindly take a screenshot, note if there is any unresolved conflicts, and email the screenshot to us at d.kugappi@methodintegration.com. I will be happy to take a look. Cheers, Denis

Hello everyone, Today's blog entry is about using charts. Charts are a nice way to make an otherwise dull report look spiffy; the reports can also be embedded in a screen (Look at the Sales Center Dashboard). Now it's time to dive into creating a chart on a report. Here's the scenario - you want to print a chart that ...

Sorry if this has been covered, or is basic, but after our busy year, I'm just back to relearning customizing, etc. I'll have to go through all the webinars again.  The record cold here in Florida has stopped our service work and I can once again play a bit with Method. When Method rolls out an updated screen, and I've previously ...