Method Community

Hi Mike, From the Purchase Order screen in Method if you edit the ‘PurchaseOrderLine’ grid do you see the VAT (sales tax) as an available field/column to add (step 2 of 8)? If it’s there you can customize the screen to use it. If it is not, let us know and we can determine if this is a SDK limitation and get back to you. ...

Hi Mike, 1. The version of QuickBooks I am testing on is for the US. How are you currently applying Taxes to a purchase order in QuickBooks? 2. I’ll look further into the "To be emailed' feature and get back to you.

Hi Dave, I added the same fields to those tables as type text since you never specified the field type. Here’s what I noticed: If you create a new sales order with data for both custom fields and save the sales order it doesn't seem to save the SOSerialNumber (custom field at SO line item) the first time you save the SO. You can ...

Hi Fran, I tried this on my end by creating a new report using Customer as the master table. In the design on the right-hand side I see ‘dataSet1’ but can expand this by clicking the ‘+’ which shows Company and Customer. Can you please verify and see if you have this option?    

Ernest, Yes, that is the correct number to contact our team. Please keep in mind our business hours are 9AM - 6PM Eastern Time. No, having a 64 bit machines does not mean you require technical support. We have a few 64 bit machines in the office that had no issues. We look forward to helping you.

Hi Ernest, This is something that would be considered technical support. Please contact your Business Systems Consultant or any one of our other consultants to assist you. We will provide an update to this post if required. Thanks, 

Dave, This option is not available to our general forum users. You can still have the option to insert / edit an image provided you host the image on your own and provide the image URL for the post.

Hi Dave, 1. Custom fields created in Method will remain on the Method side only. 2. Your custom fields from QB are integrated with Method, but you will have to customize the Method screen and drag the desired fields on the screen so they can be used. 3. Yes, if you are using your custom fields from QB and have added them to the screen in Method ...

Hi, We couldn’t agree with you more about the importance of an approval process. I’m going to suggest you read one of our previous blog entries Who wouldn’t want “real time” syncing? The feature that you are asking for already exists! After reading this blog you’d understand why creating a new table is not the ...

Jonathan – closing this post based on our conversation. This was not so much an issue with Method but could have been a result of the MAJOR changes that were done in QB aside from the name change by the accountant. Let us know how things went with our solution.