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He Shelly, To help you understand the Entity table please refer to a previous post. All fields are shared among the Entity, Customer, Employee and Vendor tables. Adding fields to any one of the tables will make them available in the others. It sounds like you've added custom fields on the Customer List screen and are trying to get them to ...

John, There’s no need for hand-holding because with a little practice you’ll soon be a pro…besides you’re halfway there. You’ve added both the fields ‘CustomerNTE’ and ‘VendorNTE’ to the Customer table now all you need to do is find the right association between the tables or go ahead and ...

Hello, In Quickbooks you can add "Custom Field" (For example Sub-contractor, Claim #...) in the Additional Info section for a custom, vendor or emmployee. These then become a "field" in the respective tables. What I'd like to have the fability to have the "Sub-contractor" field be a drop down with ...

Ensure you're not currently editing any tables or screens. Once that's confirmed you should regenerate the tables associated with your report. To regenerate a table go to Customize > Tables/Fields > click on the table name, e.g. Activity, then click Finished Editing Fields. Rinse and repeat for the other tables, if ...

Spent a very frustrating hour and a half late Wednesday afternoon trying unsuccessfully to get this to work. This is probably the least-intuitive application I have ever used. There is also some trouble now with my account having switched from free trial status to paid, and my acct mgr is trying to figure that out. I'm not a very happy ...

We have created a portal for our distributors but I have noticed that grids will not display data from a QuickBooks table unless it is linked to the portal entity logged in. If you create a portal screen and a grid which displays a few fields from the Items table in QuickBooks (for example, an item name and the quantity in stock), items will be ...

Hi BW, Yes, Method does offer an open API that can be used to connect with external reporting tools like Power BI. You can bring in data from tables such as Sales Orders, Invoices, and Estimates using our API endpoints. Here is the API documentation to help you get started. This should provide a solid foundation for building your connection. ...

Hi rgatton, I believe the issue you're having is that the TenantID field is locked. This is standard for all accounting tables (tables that sync with QuickBooks), as changing this will certainly cause issues with your sync. If you want to add data to a specific tenant, you should be specifying that tenant name in the strCompanyAccount field. ...

There is no such specific endpoint for TechTime. In my above reply, I mentioned that you have to look at the base table of that screen and then decide what you want to parse into those tables.  Here is a link to our documentation that covers some examples from basic tables, you could use your own custom table and parse the data of your ...

The Report Designer can be a difficult beast for really in depth reports.  I think the key is to know how your tables and fields link up in Method. Since you've based the report off of the Customer table, you should be able to add in the Time Tracking table as a detail table.  I'm assuming you can't find the sales price ...