Method Community

Hi Mahlon, I’ll add this to the ticket that I created for your post here. -Audisho

Hi Mahlon, I’m able to replicate this error on my end inside of your account as well. I created a copy of the screen to see if that would give you a work around, but the copy produced the same error. I’m going to have to create a ticket and have the development team investigate this further. I’ll keep you posted with any updates ...

Hi Mahlon, Have you performed all the usual troubleshooting steps? - Sign out and back in - Clear cookies and cached files - Try in a private browsing window / incognito mode - Try a different browser If you activate the MethodSupport user and email me the company account name, I can try replicating the error on my end and investigating ...

Hi Mahlon, Thanks for clarifying. It looks like the TagList field is missing from the Update Field In Table and Insert Record Into Table actions for all tables. I’ll create a ticket for the development team to investigate and keep you posted via this forum thread. Sorry for the inconvenience. -Audisho

Hi Mahlon, Did you remember to add the TagList field to your selected fields on Step 3? -Audisho

Hi James, In more recent versions of QuickBooks, intuit added a notes table allowing users to create multiple notes for an entity. Unfortunately, they have not yet included this table in the QBSDK and as such, we are unable to sync with these additional notes. The first note for each entity can still be seen in the Note field on the Entity ...

Hi Matt, Correct me if I’m wrong, but #1 only really applies to M:C and this limitations does not exist in M:C. While your Method ID session will expire, your M:C session / session ID does not. Regardless, Mahlon you make a good point that our users may use different browsers for using vs. customizing Method and Matt you also make a good ...

Hi Mahlon, When you sign in to Method from a new “location”, this causes any current logged in sessions to expire, as you can only have 1 active session at a time. M:N is directly linked to these sessions however, M:C is not. At this point, you should be able to sign in to multiple accounts using the same Method ID in the same ...

Hi Alex, When you use a Send To Desktop action on a transaction, the line items are sent with the transaction automatically. You do not need to add additional Send To Desktop actions for each line item. Keep in mind that if you attempt to send a transaction to QB that does not have any line items, the transaction will not be posted and I believe ...

Hi dorothyp, There can only be 1 master admin user, but you can certainly assign other users the same permissions as your master admin. The only difference is that the master admin cannot be deleted or made inactive. You can find further details on the master admin user in solution No. 274 of our Help Center. I hope this helps. -Audisho