Method Community

Hi JPW, Welcome to Method and the Method Forums!  First off, I am not sure you came across this article in our Knowledge Base, but it should shed some light on what happens when you actually delete a Customer in Method or your QBO account.  Long story short, it describes that QBO doesn't fully delete Customers, they make them ...

Hi MikeH, I have been looking into the issue you have explained, your example was helpful, saved me some time in testing.  I have been able to replicate this in my own account, for some reason a few of the "6"'s are getting dropped for the "Contact" Field during the save.  As a more advanced test, I exported my ...

Hello Fellow Method Users, We had a user ask how hard it would be to get the Documents grid to display on the Vendor Screen, similar to how the Documents tab would get displayed on the Edit Customer Screen.  I figured this might be a good topic to add to the forums because this could be beneficial to any Method users that require Documents ...

Hi TaurusGardening, I did take a quick look at your portal screens, both the custom "Customer_Portal" and stock Contacts_Portal. Unfortunately, I can't seem to recreate this error myself, I have logged in to the Contacts_Portal from my PC, MAC, and an iPhone and all loaded just fine with no errors.  Any chance you can give us a ...

Taurasgardening, It would be difficult at this point to determine what is wrong with your portal screen without having a look at it.  I would suggest you turn on MethodSupport, so we can take a quick look at your account to see what is going on.  Please keep in mind that your issue likely has to do with customization, so we can go ...

Hi Taurusgardening,  Please confirm what your current setup is, are you referring to the stock Contacts_Portal, which uses the "Contacts Portal" tab? If so, have you changed the tab to show "mobile".  It is hard to know what has happened if you have customized this somewhat. Have you tried creating a ...

Mike, I think your last explanation gave me a better understanding of what is going on.  So I believe you are saying, you can create a Sales Order in Method, add a few line items, edit the custom fields and there are no issues.  However, if you decide to use a different line item, other than the original, you are saying this all gets ...

Mike, I have some more information regarding this topic, however this likely is not a bug in Method, more of a QuickBooks SDK Limitation.  I did actually put a request in last week regarding this issue you are having, unfortunately there are still some others on the list with a higher priority, although I think I have come up with ...

Hi Mike, I first have to apologize, I somehow must have overlooked your previous post, giving more information on this issue, I am truly sorry.  However, after some of my own testing I did replicate this issue, I noticed this for other custom fields, but if you were to change these same fields in QuickBooks, it does sync over to ...

Dave, I will explain how to regenerate the Item table again to see if this was the issue.  However if this doesn't fix your issue, I would suggest contacting us with Method Support turned on for your acount, this was we can go in and double check some settings. Renerate Item table: From within Method, go to the Customize ...