Method Community

I figured this out. No worries.

Good Afternoon: Is there a way to import the customer transactions/invoices so they appear in the Method? I opened the quickbooks tab, then under transaction history I selected: Maintain for 180 days and Invoice 365 days. Then I synchronized changes only. Nothing seems to have imported though. Did I follow the right steps? Thank you - ...

I've been using Method quite a bit lately trying to figure as much out as I can. In the estimate screen you can set the estimate to be emailed. I don't see how to send it though. Are you supposed to send the estimate in Quickbooks or is there a way to do it in Method?   Thank you - Jacob

Joe, Checkbox captions are already closely aligned to the actual field. Are you trying to create more of a space between the caption and checkbox in this case?

I don't know if anyone else has had a problem with data lag but this is what's happening. Once I hit "SEND ALL TO QUICKBOOKS," it processes immediately and says "89 records sent to quickbooks." Then I go to QuickBooks and NOTHING IS THERE. I set a timer....20, 30, 40, 50 minutes pass.... About 2 hours later, the data ...

 I am using the API Insert/Update to insert the duedatestart(activity table) field. In order to get the time portion to be correct, I need to adjust for the difference in time zones. That worked fine until the time changed this past weekend. Now everything that gets updated is an hour off. Any suggestions on the best way to handle this?

Hi Ryan, OK, I’ve spent the afternoon listening to the remaining webinars that I think would help me get started in Method Warehouse. I am now at a point where I feel overloaded with info that will be of no use to me until I can get my inventory numbers correct.   I’ve also read several sections of the Method Warehouse Quick ...

Hi peoples =) .. 1) "..I haven't been able to figure out how that table grabs the description, item, etc. from QB.." The link between method and quickbooks is the method engine installed on your machine. There are fields in the pre-made method tables that correspond with a field of the same name in quickbooks. The integration ...

Ryan - Thanks for your reply. I wanted to create a different screen and report that used many of the same fields as the EstimateLine table. I haven't been able to figure out how that table grabs the description, item, etc. from QB. So, I was going to copy the table, delete a few fields, and create some new ones. The only fields I needed ...

 Hey Jacob. Currently you cannot copy a table. Did you mean screen? If so then go into the Customize tab and click on the screens tab link, at the bottom of the list you will see "copy/import screen" If you want to copy the table, explain why you would want to and maybe we can come up with something that helps you.