Method Community

  Hey James, We have a table for each Item Type, that’s why you see "InventoryItem" and "NonInventoryItem". This is because each type of item needs to track different information. On a Assembly Item, we need to have a Bill of Materials(BOM). When you create a Inventory Item, you don’t need to capture the BOM ...

Hello Mike,      You are right that the grids already in the contacts portal (the default portal) have filters that display only the records for the user logged in.  I want to give a little background.  The logins are based on the contacts table and for a transaction to display in the grid, the user has to have ...

Hi, I'm retrieving summary data from the InvoiceLine table by using the retrieve from table command, with search criteria specified in an action result, and then using the sum and count options for the rresults.  This retrieves the correct  values, but I would also like to know the number of distinct customers involved in these ...

The MethodAPITableListV2 endpoint will return a list of all tables within your account - including any new custom tables you've created, and standard QuickBooks tables like Customer and Inoivce. To verify - you tried using the tool available HERE and still did not receive a valid response?  You only need to input your ...

[quote user="BartH"]When I go to view the table that I created it is blank.[/quote] If you're trying to view the table contents from Customize > Tables/Fields then you won't see anything here.  The only way to view table data is through a grid on a customized screen or to export the table from Customize > Integration ...

JKM@SA, You could add a linked field to the table and then use it on the grid as an option. What kind of data are you trying to add to the grid? -Michael

Hi Daniel, Have you tried enabling your user to allow for creating tables in the classic version? In step 8 of the user setup is the option to give that access. Here's a help article where you can see screenshots if you search for "Step ...

That explains the Sales Orders I see, they are all open (at least the ones I have checked in QuickBooks). What would constitute an open invoice? An open Received Payment? An open Credit Memo? An opem Purchase Order? Those are the tables with transactions outside the 60 day window we are using.  The other tables have transactions within ...

Hey, What we can take a look at is how it's being saved onto the Table. From your original post you created a TagList field on your Customer Table, we can export that column for the Table and take a look at how it looks. -- Mortaza

method:v2 latest alpha publish The following list is what has changed for the alpha-version of method:V2. This includes code checked in between November 8th and November 13th. The last published version was Sunday November 14th, 2013, at 5:55 PM Eastern. Fix - show the selected row color of a grid. Fix - cleaned up the text for entries into ...