Method Community

I'm having some strange behavior with the insert record in the table action for activities.  I am trying to insert a comment from a text box on the screen. I cannot get it to insert. Even tried updating field in table after the insert. Also having some problems with a few other custom fields I use.  I had also added the ...

I wanted to try to use the Method web service to generate reports in MS Access 2010 or 2013.  I was wondering where to find the connection definition file I would need for Method and any pointers or additional information that might be helpful in getting started. Thanks, Mike

Thank you!

When we orginaly signed up in 2010 it was through Qxpress online. So we currently have a Qxpress account with Method. I don't understand or really care what happened between Qxpress/Method I just want to make sure I get the latest Method updates and BETA when it is released.

Hi thesolarguys, Unfortunately, this would be a lot more complicated than is seems. While you can export your data from your old account and import it into a new one, the RecordIDs of your records will not remain consistent across accounts. Method uses RecordIDs to make connections between records. Moving these records to a new account will break ...

Hi Blake, Nothing major is required for upgrading your version of QuickBooks. QB will need to upgrade your file so it is good practice to make a backup before upgrading, whether or not you use Method. I don’t expect that you should run into any issues, but if you do, our support team is available to help. Just give us a call at ...

I want to make an identical copy of my current method account on a new account. Same Quickbooks database, pages, tables, everything. I see how you can easly transfer the pages and tables however the data is where I am having trouble. We have been using method since 2010 so we have a lot of data.  I see under ...

What are the steps to take re: Method when upgrading our QuickBooks desktop software? Is it as easy as popping in disk and upgrading QB or is there more to it? I'm looking to do this ASAP. Thank You

Hi Alex, I’m unsure of the exact logic involved, but the Optimize Fields option returns only necessary data from the tables needed by the action and the report vs. all the data from the tables. I recommend leaving this checked unless you are running into issues with generating your report. If your report is not generating correctly, ...

Hi, Just curious what this option "Optimize Fields (faster)" is for while generating a report by action? I did not see difference while enable/disable it. When should I enable this option? Thanks. Alex