Method Community

Hey, We can do that with Method, I would categorize it under Intermediate to Advanced.  There a few different routes to take. here is one approach working with the Contacts Table: 1) Add a Grid object and attach a Filter to the Grid: (where 'Tag' = to the Tag you have chosen) The Grid now shows the list of your Customers ...

Hey Jonathan, Can you please PM or Email me your Company Account name? Also please turn on MethodSupport User by heading over to Customize > Users checking the radiobox for MethodSupport. This will allow me to login into your account, I can take a look here from my end and report back with what I find out. - Mortaza

Hello, Does the QuickBooks_Estimate screen have custom programming going on in the background to add the functionality of the estimate line items? I am trying to create a duplicate of the EstimateLine grid, but my grid does not populate the description field when an item is selcted from the Item dropdown. Thanks 

Shame we can't automate, but one day..... Anyway, trying to attack this from a different angle. As I have said, very new to this so bear with me, I may be trying to re-invent the wheel! How to go about achieving the following:- 1 User clicks button on screen 2 Method filters contacts table for those with a specific tag 2 Uses result ...

Ok, that's a shame. I've duplicated the report to assign to another user, but when I assign the user and press 'Add/Save Report', it automatically reverts the assignment back to the original user (i.e. me). Surely you can have multiple instances of the same report assigned to individual users? The field that I'm using for ...

Hi Mortaza, Here is what I found in Activity Report, The Contacts_RecordID shows the correct RecordID.  I will be having a hard time connecting with your team because we are in Indonesia, and its 13 hrs difference. So it would be your night time when I work and vice versa. So I think this forum should be the best way for us to ...

Hey Aaron, Sorry for the inconvenience, I'll keep you posted with any updates I receive from them here. - Mortaza

Yes, QB Desktop Enterprise 13.0. Wow! I wasted hour and hours of time on this issue. Please let me know when it is fixed because it is holding me up. Thank for the info.

Got news back this is a bug right now on the platform, to confirm are you on QuickBooks Desktop? There is a Ticket in with our developers who are currently working on a fix on the duplicate SalesTaxCode issue. - Mortaza

Im not trying to add a dropdown object to a screen. I am trying to add a dropdown field to a table. I think there is something wrong with this particular table (SalesTaxCode). I referenced this in the initial post. "The other strange thing is that the SalesTaxCode table syncs with Quickbooks (QB), but it brings in all the tax codes defined ...