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  • Re: Export/Import function

    Perfect.&nbsp; Thanks for letting me know.&nbsp; ;)&nbsp;
    Posted to Method:Classic General Q&A (Forum) by Method_Paul on 11-15-2010
  • Re: Export/Import function

    L.fisher,&nbsp; &quot;1 Choose to import or export 2. Pick a table 3 Choose File to import 4 click &#39;import data&#39; &quot; -That&#39;s correct. Once you click Import Data, you get to the next screen &quot;Prepare Data&quot;. &quot;Also, can you tell me if the RecordID is a column header in addition to the Entity?&quot; -If you are exporting ...
    Posted to Method:Classic General Q&A (Forum) by Method_Paul on 11-13-2010
  • Re: Export/Import function

    Laura, If you pick a table first and click Import Data you&#39;ll get that option. Paul
    Posted to Method:Classic General Q&A (Forum) by Method_Paul on 11-12-2010
  • Re: Trouble logging in

    April - as a super temporary fix, can you try changing your timezone on your computer to be Arizona or Hawaii, reopen your browser and try logging in.&nbsp; If that works, everything will save correctly and send to QuickBooks correctly, it will just display the time in a different timezone.&nbsp; We think the problem is confined to some users in ...
    Posted to Method:Classic General Q&A (Forum) by Method_Paul on 11-08-2010
  • Re: Export/Import function

    TogsTeam - Good news, if you do it right, you can choose (b) Append to the existing records. When you export the records, make sure the RecordID is exported along with the&nbsp;fields you want to change. This will be used to identify and match records on the import. When you import the data, play close attention to &quot;2. Set ...
    Posted to Method:Classic General Q&A (Forum) by Method_Paul on 11-03-2010
  • Re: Link a Static PDF to Print from a Button

    James - &quot;It recognizes pdf file type and presents an Adobe icon, but this object type does not have the ability to create Actions, etc. so you can&#39;t DO anything with the attachment, like view it, print it, or download it to the PC client.&quot; -This isn&#39;t true, though, or at least it is not how it is supposed work.&nbsp; By clicking ...
    Posted to Method:Classic General Q&A (Forum) by Method_Paul on 10-31-2010
  • Re: Item Last Modified

    Brian - To add to this, you might be able to get the &quot;TimeModifiedAccounting&quot; field to work for you.&nbsp; This comes from QuickBooks&#39; TimeModified field.&nbsp; Note, you might have to go to Customize &gt; Tables / Fields,&nbsp;edit the table first, and click Finish Editing to get this field to show up for the first time. Paul&nbsp;
    Posted to Method:API Q&A (Forum) by Method_Paul on 10-28-2010
  • Re: Uploading 'Alternate' Contacts into the Contact Table

    l.fischer - Are you setting a value for the Entity field in the Contact table?&nbsp; As long as you do this, it should show up for that customer. Are you using the API for this, or the Import/Export tool? I just tried it with Import / Export and was able to import from the clipboard a contact for Natalie Chapman (not sure how the copy and paste ...
    Posted to Method:API Q&A (Forum) by Method_Paul on 10-26-2010
  • Bug: Lead Status

    Heads-up, something snuck into the final release that wasn&#39;t there in our internal alpha testing. Even though the wizard sets the&nbsp;Is Lead Status to &quot;True&quot; for a new web site lead, the actual form itself is sending the lead to QuickBooks right away. As cool as it is that a customer could enter themselves into your QuickBooks ...
    Posted to Method:Classic Web Forms (Forum) by Method_Paul on 10-17-2010
  • Welcome to the Method Web Forms Beta!

    We&#39;re happy to announce that &quot;Method Web Forms&quot; are now in beta.&nbsp; We unveiled this to Method Solution Providers at the Intuit Solution Provider Summit in Los Angeles last week. What is a Web Form? Read all about what a web form is, and about this new feature release on the ...
    Posted to Method:Classic Web Forms (Forum) by Method_Paul on 10-17-2010
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