Method Community

Hi Ben, Any custom fields created in Method cannot be synced over into QBO.  You should also note that not all areas of Quickbooks Online are available through the Quickbooks API.  This means that developers cannot access these areas of the Quickbooks Online database to sync and alter.  This goes not just for Method ...

Has anything else changed on the grid?  What happens when you make a copy of the invoice screen and just make the caption changes, do they go through?  I'm wondering whether something else in the grid has changed in the grid that's not allowing you to save.  Can you also try regenerating the Invoice and InvoiceLineItems ...

Hi, Are you uploading a new document or linking an existing one?  If you're uploading the document from the opportunity screen, it should be linked to it automatically. On the stock screen there is no ability to link the opportunity if you're uploadind a new document. If you're linking a n existing document, the ...

Andy, Good to hear.  We're here if needed.  :) - Adam

Hi David, You'll need to find the screen that the dropdown is based off of.  Is this dropdown based on an existing table or a new table?  If new, there should be a screen located in Customize > Screens that was created when the table was created. - Adam

Marcelo, There is no stock way to send multiple work orders on the waiting list to the calendar.  This can be customized though.  For example, you can add a checkbox to the Waiting List grid, then loop through the waiting list grid and apply the appropriate actions from the 'Send to Calendar' to send each checked work ...

Shaun, Could you try a different browser? I'm wondering if there's a caching issue here.  I can't seem to re-create this. - Adam

Hi Andy, You should never try to insert a value into any field with _RecordID.  These fields are read only and are for displaying the recordID of the dropdown list being referenced.   As for creating the record in the ItemGroupOrAssembly table, you can use the action result for the insert into the ItemGroup table, as the value for ...

Matt, One thing to understand is that Leads and Customers use the same table.  The only difference between a Lead and a Customer is a field called IsLeadStatusOnly.  When this is set to "True", it signifies that this record is a Lead.  All Customers have this field set to False.  To see this for yourself, if you ...

Hi Suzanne, The new Leads section does not sync with Method as it is not available through the SDK for us to integrate with it.  This goes not just for Method, but for all integrated apps with Quickbooks.  Until this becomes available, Method or any other integrated app cannot sync with it. - Adam