Method Community

Hello Karate, Assuming that you are speaking about the balance balance column under a screen such as Customer Center Tab -> Customer List Tab-Link -> Existing Customers Grid, you can utilize the "retrieve value from screen" or "retrieve value from table" actions. If this is not what you are trying to achieve, ...

Denis, Thanks for the reply.  I can understand what you're saying about the answer being related to customized Actions. For example the Customer screen in Method uses an Action sequence to replicate the value from Name into FullName and also the Bill To Name field.  The FullName field is also configured as Read Only to enforce an ...

Denis, I have seen Method correctly append a number to a QB custom field to avoid a naming conflict within Method table field names.  I had a field named "Customer" in my Items table, and thankfully Method appended a number to this field and in every case it looks like Method protects the user from violating QB field ...

 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 ...