Method Community

Hi, First off, I'm sorry to hear you ran into some issues during your hour of consulting.   With regards to the limitations, I would check out the QuickBooks Desktop SDK Limitations and the QuickBooks Online IPP Limitations on our Help Center.  We have several articles listed there that go over some of the limitations with ...

Hi John, Can you email me the account this is happening on and I can take a look. Thanks, Adam

Hi Nebo, The SpecialType can't be used for what you're thinking.  Its actually a field that sync with QuickBooks and is used to determine the main contact and alternate contact for the Customer.  In QuickBooks, each customer is created with a main contact and you also have the option for an alternate contact.  This field is ...

If you were to do a linked field, you would not be able to edit it.  I would suggest creating a Title field in your Customer table.  You can then add two actions in the Save button to insert the value of the Title field on screen to the Title field in the Contacts table.  You must make sure these actions are after the save action. ...

Ben, Still haven't been able to reproduce it.  I've reached out via email with a couple of questions. - Adam

Ben, This is something that can be done through the API.  You could use the the MethodAPIInsertFile or MethodAPIUpdateFile operations.  I'm not very familiar with the API myself, but I can move this post to the API forum where our developers can help you. - Adam

Charles, I did get a bit of clarification.  We can in fact see the field LinkedTxn field through the SDK but we don't currently bring it into Method.  It is available for Invoices, but not for InvoiceLineItems.  I can't say if or when this might get added but I'll bring it up with the team. - Adam

Hi Blake, No you're not missing anything.  Roles used to be controlled by tablinks, which is why you see tablinks in the table.  I'll put in a suggestion to see if we can change this or add a table so you can pull a user's role through actions. - Adam

Hi Ben, Unfortunately, the picture upload screen cannot be customized.  It is one of a handful of screens that you are unable to edit. - Adam

Hi Ben, I've tested some more and added another hundred or so contacts and still haven't been able to replicate yet.  My best guess is that maybe there might have been some sort of browser caching issue or something interrupted the process before completion. I'll continue to look out for it and let the team know to keep an ...