Method Community

Hi Brian, There's no one-way-only sync available as that would defeat the purposed of our Sync Engine. You can, however, prevent most transactions from being synced over to QuickBooks by utilizing the Wait For Sync Approval? option. For other types of records you would not want to be modified and synced from Method, you can edit your ...

Hi lifezz, We've seen these problem crop up a couple times recently. Basically, something funky happened during the QB install which is not allowing Method to talk to QuickBooks correctly. Check out this link from the QuickBooks Support website. Try the first solution to see if that works, if not then you'll need to go through solution 2 ...

Strange, I'm experiencing this as well. I may have to log a ticket for this, but in the mean time there's another way to do this in order to get it working for you. You'll first need to add the fields form the Contacts table (that you want to show in the report) as linked fields in the Activity table. Then create a new report based off ...

Ensure you're not currently editing any tables or screens. Once that's confirmed you should regenerate the tables associated with your report. To regenerate a table go to Customize > Tables/Fields > click on the table name, e.g. Activity, then click Finished Editing Fields. Rinse and repeat for the other tables, if ...

Woohooo, that's awesome! Glad to have helped  Let us know if you require further assistance. - Ashur

Moving this to the API forum. - Ashur

This message is basically saying that the filter criteria in the Generate Report action needs to be filled out correctly. Can you provide a screenshot of the Generate Report action properties, it's the screen that posted in one of my responses above. You can use a free picture upload website such as imgur.com, or just search for another site ...

What table is the Referral Source Entity field attached to? That's the table that would also need to be regenerated. Did this help solve the problem for you? If not, then please follow my second suggestion and let me know what happens. - Ashur

Hey ashead, Regenerate the Entity, Customer, and Referral Source Entity tables (in that order). To regenerate a table go to Customize > Tables/Fields > click on the table name (e.g. Entity) > then click Finished Editing Fields. Rinse and repeat for the other tables, then check your screen again. *Note: When you are in the Referral Source ...

In that case you should create your template based off the Contacts table and select Activity.ContactsRef as a Detail Table. You'll then be able to utilize fields in both the Contacts and Activity tables. *Note: In order to utilize the Activity fields correctly you'll need to expand the Contacts table data set on the right side of ...