Method Community

 Hi Richard, Have you checked if the estimates are in QuickBooks? Also can you check your transaction history under the QuickBooks tab > Synchronize.  If it is set to sync with data for the last 7 or 14 days for instance then you wouldn't see the transactions prior to that date. Once you get back to me on these questions we ...

 Hey Jim, That's awesome you were able to get that off the ground. Good luck and let us know if you have more questions.

I'm missing all estimates prior to Nov 20 (maybe a dozen or so). Anybody experience this? And what are the backup procedures for our Method files?   edit. I remember Amanda replying to an earlier post about backups. I'll need to do this. "Hi Richard, In the event that you would like to backup information within Method then ...

On Wednesday, December 16 @ 1:00pm EST, Ryan will look into some advance actions such as Loops through tables and grids, also looking at the Email and Start Conditional Statement actions. Space is limited. Reserve your Webinar seat now at: https://www2.gotomeeting.com/register/716454403 Title:         ...

 Paul,   Is this mobile ver coming this week?

Hi Amanda, I got it working! I am glad I did not have to start over and make a new template just to get the customer information linked to my design. The person who made the EntityRef is awesome.   Thank you very much for the help.   Jim

 Hi Jim, Basically, your goal is to see fields from the Customer table (Entity table) when you open up your "Default Work Order Template" (DWOT).  In order to do this you have to go into your Activity table since the DWOT is based off that table and add linked fields using the EntityRef and then select fields you would like ...

In 5 months, we’ll be headed to Atlanta, GA as Gold Sponsors for the Scaling New Heights 2010 Conference.  If you didn’t attend last year’s conference, you definitely want to get involved this year.  Why?  For starters, this conference is packed with intermediate and advanced training on QuickBooks products for ...

Hi Amanda, Thank you for your response. However, I have a few more questions. How do I add the Entity Table to my existing modified Work Order Design? What steps do I need to do in order to get this "Entity Table" linked to my Design, using Activity as the Master Table. I tried creating a Design with the Customer table as the master ...

Michael, We are looking into this and will update you as soon as we can.