Method Community

 Hi James, On its own, Quickbooks does some of the work associated with prefilling fields for you, (sans Method). As an example, when creating a 'child object' (say a customer job), Quickbooks will automatically copy over some data (such as address, phone number, email, etc.) from the 'parent object' (say a customer). ...

Hello folks, A quick point about QuickBooks custom fields and how they are handled by Method. Custom fields in Quickbooks can of course, take any name. However, should that name a user gives to a custom table in Quickbooks be identical to an existing field in that Method table, Method should append a number (please let us know if it ...

That seems to have done the trick. Thank you very much.

Hello Matt, I've introduced one more change to MethodAPIUpdateV2. If that still doesn't help, then I will be happy to help you through GoToMeeting on Thursday. Thank you Victor

Bump?

Hi Victor, What I am doing is exactly like scenario 2. I am updating multiple fields that are all custom fields, so none of them could possibly be the name field. If it would help, we could do a GoToMeeting for you to see it in action. I have some time on Thursday morning. Let me know if that would help or if I can provide any more ...

Hello!  I am working with sales orders and creating invoices from those sales orders using the "Create Invoice" button.  After you select the items to invoice and click "Next" an invoice screen pops up.  I would like to replace that standard invoice screen with a custom invoice screen since we do not use all of ...

Hello, I'd like to add a button which opens up the user's default email client (Outlook, gmail, etc.), inserts the relevant to: and subject: fields, and possibly adds an attachment. I do not want to send mail through Method, for a variety of reasons. I know that for the attachment, I need to generate a report and save it as an action ...

Hi Matt, In order to have a better resolution to your problem, can you give me an example of a query you would do with a MethodAPIUpdateV2? With a change of code if there is a duplicate name, but you are not editing the name field itself, then you should not be getting any error messages and the record will be updated with data you had passed ...

Hi, I am trying to get the value of Balance when I select a particular customer(Field is Fullname) without using grid.  Do I have to use Conditional statement or retrieve value from table action.