Method Community

Hi Mahlon, I had a look at this and I believe there may be an issue with the schedule follow up insert record action on the stock screen. The activity type and assigned to fields are blank in the action and even if I correct this, the screen designer tells me that the action is incomplete. This is affecting my ability to test this, as I ...

This is happening on a copy of the edit activity screen. I added a few extra fields on schedule follow-up. I tried doing this from another custom screen and have no problems.

Hi Mahlon, I just tested this using the following Insert Record Into Table action and it worked as expected. Am I missing anything? -Audisho

Hi thesolarguys, This can be done, but it is quite a large project. Your first step would be to sync your QuickBooks (QB) file to your new Method account. You want all of your syncing QB data to come over via QB to prevent any possible sync conflicts. If you have custom non-posing field data for these records, you can import it afterwards with ...

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 ...