Method Community

I was hoping to get some advice on how to find and export customer information based on information in two related tables. On our Customer screen we have added a custom section that contains software registration information for each individual customer (serial number, version number, etc.). It is linked to the Customer table by the Customer ...

I'm having trouble figuring out how to get multiple tables on one screen.  I created a screen (called EnterCCcharges on the vendor tab in the customaccounting company) for entering credit card charges.  It looks like I need to use both the "creditcardcharge" and "creditcardlineexpense" tables to be able to ...

Hi everyone. I've drafted an explanation here to customize a basic "sales teams" workflow that will exist in Method, for your convenience. The first step is to create a field  in our tables for "sales teams". We need to store these teams somewhere, so we're going to create a table to store them. In order to do ...

Hi Robert, By default Method only stores transactions for the past 30 days. You can change this setting by going to QuickBooks>Synchronize. Towards the ottom of the page you should see the option for "Transaction History" I'm guessing this is the reason the invoices are disappearing.

Method Team, When I go into Method under a user name I was under when doing some customization work I am able to go back to things like recently reviewed tables, etc.  Certain things are saved just for that user.  But now I do not need access to the account until we do another round of customization.  So I want to ...

Hi Furrywombat, I had a look at our logs and I am seeing a large volume of calls to the MethodAPIActionSendToDesktopV2 endpoint using non-existent recordIDs which are resulting in exceptions to be retuned.  These calls are being made for the Sales Order, Invoice and Customer tables.  In some cases, I can see that the calls are ...

Hi Mike, There unfortunately isn't a diagram or summary available to detail the relationships between tables in Method or QuickBooks. You can see a relationship on a table in Method by clicking Edit Fields... for a table on the Customize > Tables / Fields screen and looking at the "Dropdown" type fields. ...

Hi All, I read from previous post regarding "Transaction" table like: === The "Transaction" table is a special "combined" table in Method that merges together some of the key fields of all the transactions tables (like invoices, payments, sales receipts, etc.).  Unlike other tables, the Transaction table does ...

Hi mholden The Industry  I kept it quite simple but if you choose you can add a bit more complexity to it. I added a new table called 'Industry' with one field called 'Name'. I made this field unique as I wouldn't want multiple versions of an Industry clogging up the list. The Dropdown in the ...

Hello,    There isn't a way to merge two screen together.  You will have to create a new screen based on one of the two tables.  Then, add link fields from the second table to the first table.  Now you have access to fields in both tables for the one screen.  Take a look at the Activity screens and ...