Method Community

we are forced to downgrade to qb online from enterprise plus will make life a lot easier what will we need to do for method?

Hi Alex, Thank you. I have also confirmed that the RecordID of the line is changed after the initial sync and have added this information to the ticket.  As I have mentioned several times previously, I will post back here as soon as I receive an update. As of right now, I have nothing new to report. -Audisho

Hi scottaskinosie, Yes, exporting the table and checking the data would be my first recommendation. Allow me to ask a few questions to see if I can determine why this does not appear to have worked. How many activities did you migrate from your old account? How long did the process take after you selected the button with the action set? When ...

thank you again Audisho!  I did as you said and when I clicked the new button it did not give me the error. However, nothing has changed and my occurrences are still not in series:( What should I do now?  Maybe export them and see if the recurrenceID had changed? 

Any update? We also found that RecordID of CreditMemo/VendorCredit/CreditMemoLine/VendorCreditLine will be modified after synchrinzing with QBs. Seems like you delete record in Method again and insert a new one?  -- Alex

Hi scottaskinosie, My apologies, I don’t have the test data to actually run this on my account. I believe I may have been mistaken when including ‘’ in the Start Loop Through Table action. Try leaving this field blank instead so your “AND Where” looks like: OldRecordID Not equal To Type In Give this a shot ...

T hank you again Audisho, that is what I thought but wanted to check with you to be sure. I have another problem, I imported evrything for mytest run and my fields all matched up and I have my oldrecordID and oldrecurrencerecordID getting where they need to go in my new activity table but when I run the button I am getting an error in ...

Hi Mahlon, Thanks for pointing this out. I’ve created a ticket for our development team to correct this and will post back once this is resolved. -Audisho

Hi asif, You can certainly create a custom web form to allow data to be entered into custom tables. Just select the Create Custom Web Form radio box and follow the steps. Step 7 allows you to setup an email that is sent to you when the form is submitted. As for restricting access to the form, just put it somewhere on your website that is only ...

Hi scottaskinosie, Yes, you always want to make sure that your are terminating your loop correctly. In this case, the End Loop Through Table action will be inserted directly after your Update Field In Table action. I hope this helps. -Audisho