Method Community

Hi Innovative, Switching from QuickBooks Desktop to QuickBooks Online requires that you create a new Method account, as your desktop account is not compatible. Depending on what you need migrated, this could require a significant amount of work. I see that your account is partner managed. I strongly recommend that you reach out to your Method ...

Hi Alex, Thank you. I have also confirmed that the RecordID of the line is changed after the initial sync and have added this information to the ticket.  As I have mentioned several times previously, I will post back here as soon as I receive an update. As of right now, I have nothing new to report. -Audisho

Hi scottaskinosie, Yes, exporting the table and checking the data would be my first recommendation. Allow me to ask a few questions to see if I can determine why this does not appear to have worked. How many activities did you migrate from your old account? How long did the process take after you selected the button with the action set? When ...

Hi scottaskinosie, My apologies, I don’t have the test data to actually run this on my account. I believe I may have been mistaken when including ‘’ in the Start Loop Through Table action. Try leaving this field blank instead so your “AND Where” looks like: OldRecordID Not equal To Type In Give this a shot ...

Hi Mahlon, Thanks for pointing this out. I’ve created a ticket for our development team to correct this and will post back once this is resolved. -Audisho

Hi asif, You can certainly create a custom web form to allow data to be entered into custom tables. Just select the Create Custom Web Form radio box and follow the steps. Step 7 allows you to setup an email that is sent to you when the form is submitted. As for restricting access to the form, just put it somewhere on your website that is only ...

Hi scottaskinosie, Yes, you always want to make sure that your are terminating your loop correctly. In this case, the End Loop Through Table action will be inserted directly after your Update Field In Table action. I hope this helps. -Audisho

Hi HMoore, Try playing around with your band and field sizes. If any of the data is close to the edge of the page or actually runs past the edge, this can cause a blank page to be generated. -Audisho

Hi Mahlon, Just like anything else, I can’t provide an ETA for when a new feature will be available. I don’t see a feature request ticket for this yet so I’ll put one in for you now. I hope this helps. -Audisho

[quote user="thesolarguys"] Since I am not really changing anything same QB database and same Method Tables/Data. I could not export all of the Method data into a new account and start the QB sync on the new account? Would the sync engine know a difference? [/quote] Hi thesolarguys, Method uses the ListID / TxnID / ...