Method Community

Hi scottaskinosie, Unfortunately, there is no list of tables that sync / tables that do not sync. Chances are that if it does not directly relate to accounting, then it does not sync. All QB cares about is accounting information. If you’re unsure about any tables, you can ask your bookkeeper if it exists in QB or you can post back here and ...

Hi Beth, In Method for QBO, the field services app is called Scheduling & Invoicing. There are some minor differences between the apps, but the overall functionality is the same. The app can be added from the same place as the field services app in Method for QBD. Just navigate to Customize > My Account > Add Apps from the Method ...

Hi Brian, That’s right! The entire message is copied into the Send an Email section of the activity automatically. If you’ve been logging activities with the gadget, you can probably already see this by simply locating one of these activities in Method. -Audisho

Hi scottakinosie, If you are migrating your QuickBooks Desktop file to your QuickBooks Online (QBO) account, the short answer is anything in Method that doesn’t sync with QuickBooks will need to be migrated manually. Almost everything else will be synced from QBO. Examples of records that will migrate automatically from QBO: - ...

Hi Jonathan, I think you’re best off using the built in shared records feature in Method for this. In your user setup on step 6, you can define what users have access to other user’s records.   The stock screens have built in filters that only display records that a user has access to based on these permissions. If you are ...

Hi BBQ Brian, The activity comments are a short summary of the activity itself. The idea is that you summarize what is discussed in the email so that it is easier to locate a specific activity at a later date. While you can copy the entire email and paste it into the comments section, there is no way to increase the number of characters that are ...

Hi msfeld, There are a couple of ways that you can go about doing this. If you are only going to be adding additional options to these fields very rarely or only once, the quickest option would be to import new values into these tables using the Import / Export tool. The tables are LeadStatus and CustomerType. Your alternative, if you are going ...

Hi Maureen, Linked fields are not populated until the record is saved. The record needs to be saved for the Activity table to grab the correct values for the linked fields from the Contacts table. What you are seeing on the add and edit activity screens are actions that populate these fields when a change occurs. There are actions for a ...

Hi lzimmerle, The working stock screen is Mobile_Customers. Just make a copy of this screen and perform your customization on this copy. You can change what screens your mobile tab links point to by selecting Edit Tab Links… under Customize > Tabs > Mobile and selecting the screen from the dropdown to the right of the tab link ...

Hi lzimmerle, I am able to reproduce this issue using your custom screen. I placed a tab link to the stock Mobile_Customers screen in your Mobile tab. This can be seen as Customers (Stock). The transactions grid loads fine on this screen. It appears that you broke the gird on your custom screen the last time that you were customizing it. I ...