Method Community

Hi Conner, You’re almost there, but you need to change a couple of things. First, you need to link the Name field instead. The FullName field contains the customer’s full name, not the contact’s name. Once you have done this, you will be able to format your ContactRecordID dropdown to display the name of the contact. Next, you ...

Hi Don, I didn’t take into consideration that this filter may differ on a Method for QBO account. As you can see, there is an additional filter, but the idea is the same. You just need to have a look at the stock screens and copy the filters settings on to your custom screens. Alternatively, you could make a copy of the stock screen ...

Hi Don, The corresponding stock screens already contain filters for this. They are located under the Advanced Properties of the Item field on the grid. Here is the advanced properties for the Item field on the EstimateLine grid on the Estimates screen. I hope this helps. -Audisho

Hi thesolarguys, Can you provide me with a full list of the screens that throw this error when copying? I’ll have to investigate if it is possible for us to “detach” the screen from the app, allowing you to copy it to Method. -Audisho

Hi Jonathan, Actually, EntityType has the following values: Customer, Customer Lead, Vendor, Employee & Other Name. With the exception of Customer Lead, this field is used by both QuickBooks and Method to distinguish between entity types, Customer Lead being Method only. It is used to organize and control what is available to each. I ...

Hi scottaskinosie, I think you may be expecting the Series record to always be directly below the occurrences. This may not be the case, however. In a previous screen shot, you listed several occurrences with RecordIDs 73687 - 73708, but the series record they link to had a RecordID of 72846. Since the list is sorted by RecordID descending, you ...

Hi Alex, Yes, you can do this by changing your transaction history. Navigate to QuickBooks > Synchronize, select Show options per transaction type, change both Credit Memo and Vendor Credit to None and select Save Settings. Run a full sync for the changes to take effect. I hope this helps. -Audisho

Hi scottaskinosie, For the first screen shot, look for the activity with RecordID 72846. That’s your series record. If it’s missing, then it’s been deleted or was missing from the export for some other reason. You cannot make the connection without this record. -Audisho

Hi scottaskinosie, You’re looking for the value in the RecurrenceType field. This will either be OneTime, Occurrence or Series. If it’s an Occurrence the RecordID in the RecurrenceRecordID field will point back to a record that has a value of Series. You need to import this record as well, as this is the record which the occurrences ...

Hi scottaskinosie, Looks like you’re missing the Series record. You need to import this record, as this is the record which all the occurrences link to. For this particular series, the old RecordID of this record appears to be 72846. -Audisho