Method Community

Hi Mike, In Method for QBD, you can set a customer as a sub customer or job, by selecting the parent customer under the Additional Info tab from the Job of Customer drop down.   In Method for QBO, you can do this under the Additional Info tab by checking the This customer is a sub-customer? box and selecting the parent customer from ...

Awesome, thanks Justin.

We've been testing with Method for QBO and Method for the desktop version(s) of Quickbooks.  In Method for QBO, the Additional Information section of the New Customer screen has a checkbox and dropdown for selecting a parent company.  I don't see a corresponding way of entering or updating parent company information in Method for ...

Why are report PDFs not appearing when I run reports on a iphone browser?

Thank you, after following your steps it is working great, I had found the Calculated Field but it was not working because I did not put it under the InvoiceLine.Invoice field.  Everything is working great now. 

Got it - thanks very much! Mike

Hi Gerald, There’s a couple of ways you can go about doing this. If you want to be able to see the total liters on the Method screen as well as the print report, you will need to add another custom field to the InvoiceLineItems table to store the value in. You can add actions on the InvoiceLineItems grid to calculate and fill in this ...

Hi Matt, I’m unable to reproduce this in any fashion on my account, but can definitely confirm that it is occurring on your account. I can’t see anything wrong with your Insert Record Into Table action and no error is thrown when the action is processed. From what I can see, there is no obvious reason that this is happening. I ...

Hi Clayton, This issue looks similar to one that we’ve seen once in the past. We have some steps that may resolve the issue. I tried creating a copy of the screen so that I could test the steps, but the copy only created further issues. I have created a case for this and someone from out support team will reach out to your shortly to ...

Hi EricW Let me pick up on where Chris left off.  To clarify a few items -  The CreateMethodAccountV3 is utilized by our Partners to create new Method Company Accounts.  Based on the previous posts, it does not sound like this is the method you want to be using.  Rather, you should be utilizing the MethodAPIInsertV2 to insert ...