Method Community

Hi mholden, If you follow the suggestion from my previous post, you would be able to add your custom Company Name field to any Print Templates. This would allow you to send your clients invoices containing Company Names with as many characters as you like. - Justin

Hi mholden, Due to limitations on the QuickBooks side, it is not possible to change the properties of any core accounting fields in Method. In this specific example, QuickBooks allows 41 characters for the CompanyName field in its Entity table. We adhere to this limitation so to avoid any synchronization conflicts ...

Lisa, You should be able to find the Vendor List in QuickBooks by clicking "Vendors" from the Home screen: In Method, you can find the Vendor List in the QuickBooks tab group. You can access it by hovering over where it says "CRM" in the top-right corner of Method and ...

Lisa, It is not possible to modify stock Method screens, so you'll first have to copy the screen before you can customize it. It should then take you to the screen designer where you can add the Currency field. Let me know how it goes. - Justin

Hi Lisa, You can add the Currency dropdown field to the CRM_VendorList screen. The above screenshot is from a Method for QBO account, but I've tested using a Method for QBD account as well. This will change the Currency of the Vendor in QuickBooks as per below: Hope this helps. - Justin

Hi Mahlon, I'm still not able to replicate this issue. Can you reproduce this issue with the Activity List grid? If you can, please call in to the support line and demonstrate. - Justin

Hi Mahlon, I've created a ticket for this issue. I'll keep you posted. - Justin

Hi Marcelo, Are you referring to this QuickBooks screen? If so, I should point out that this screen simply creates reports. You would have to create a custom report using the Report Designer in order to mimic this feature. - Justin

Hi Marcelo, On the button that opens your pop-up, you could populate a Shared Result before your Show Screen In Pop Up action, then test on your pop-up screen to see if that Shared Result has a value. This will allow you to determine if the screen was opened from the Bill screen. You can make the Shared Result whatever you like ...

Hi Marcelo, It sounds fine to me, but I can't say for sure since I don't know how you've set up your actions. Your best bet would be to test it for as many situations as you can, to really put your actions to the test. You could also hire a member of our Professional Services team to do testing for you, let me know if ...