Method Community

Hello Sixtel, The entity table is a special table :) It encompasses the Customer, Vender, Employee and Other name tables into one. So you can think of it as the Customer being a ‘subset’ of the Entity table for instance. The reason this is done is so that you can for example be able to write a check to an employee, to a vendor or even ...

Hello Rick, It looks like you are trying to add Leisure in the MiddleName fields and it only supports 5 characters. So, if you go over 5 characters it truncates the rest. My suggestion here would be to use FirstName and LastName field as they allow upto 25 characters each. I hope that helps! -Inder

Hi I have added a new customer to my system called DP Leisure GB Ltd I added them with the Customer Name, Company Name and Contact fields all set to DP Leisure GB Ltd. However, I noted that the Contact field had been changed to DP Leisu GB Ltd Thinking it was my clumsy thumbs, I deleted and re-added but again the Contact was ...

Hi all! So, I have just found out that there is an Entity table that seems to hold everything that is in the Customer table and the Contact table? Im having trouble understandthing the function of this table, specifically I am having throuble understanding which table i need to be working in when. I have added a bunch of stuff to my ...

SalesRep field in Estimate table Can not find it when export Estimate table, also not in export result

SalesRep Table in Table/Field Screen Can not find it in import/export sc

Hi there, I got several problems, 1) I can see SalesRep table in table/field screen, but cannot see it in import/export screen. 2) I added a new dropdown field called "SalesRep" to Estimate table, somehow it turns grey. Now I cannot delete it. And in import/export screen, when I choose to export Estimate table, the new filed ...

Hi, I posted an activity just a few minutes ago in Method and see that the time stamp for it is showing UTC time (I am PST to help understand...  that's 8 hours ahead). I researched the topic through the forum and see this has come up before in 2014...  can someone advise how to change it locally or is this a Method ...

Hello l.brandow, Basically, you set up your sales tax in your QB file and when you sync your file with Method account it save those fields and amount in respective tables. If it is not set to sync with QB in method, It will still retrieves the value from the ItemSalestax table(as this table stores the value on item level when you ...

Great to hear you got it working! Cheers Jon