Method Community

Hi Craig, Unfortunately, this is not something that we can add unless Intuit decides to add it to their IPP/API. QuickBooks Online doesn’t ‘tell’ us when a customer has been merged. Without this knowledge, it isn’t possible for us to know that the records need to be relocated to another customer. So at this time there is ...

Alright, I think I get it, but avoiding merging customers is hard, and it also leads to even more confusion because colleagues don't know which customer to add activities to...merging at the very least takes one out of the game so that we can correc things going forward. Is this something that will be fixed in the new Method?

[quote user="Method_Justin"] Hi mholden, Because of the way that Contacts/Customers sync with QuickBooks, we cannot switch the (Main) "Contact" designation from one Contact to another. You could create a screen or button to automate the info swapping, however. Hope this helps. - Justin [/quote] Justin, I've ...

Hi furrywombat, We are constantly working to improve the speed of the platform as we move forward. While this specific improvement is behind us, please rest assured that we continue to look into ways to improve speed and overall efficiency. - Justin

Mario, Based on Justin's suggestion, add a field to your vendor  table in Method that associates the Grantee with that class.  Then you can use that as your filter for your portal. Or better add field to Class list in Method that associates Grantee with Class. Then your vendor could have multiple projects(class) and they ...

Hi m.mehr / bergyver, This issue should now be resolved. Please let us know if you run into any issues. - Justin

Hi Mario, Based on what you've explained, you should be able to show this information to your grantees via a portal. You would want to display a grid based on the appropriate Transaction, filtered to show only transactions that match the user's Class. If you simply want them to have a printable report of the data, it may be more ...

Hi Everyone, Craig opened a case with our support team, but I’ll post my answer here as well in case anyone is following this thread. While you can merge customers in QBO, the API, which we use for sync, does not support this and therefore, Method has no way of knowing that a merge has occurred. This is detailed in solution No. 202 of ...

Hi furrywombat, There's currently no documentation regarding the functions available for SQL overrides. I'll see if this is something we can put together documentation for going forward. - Justin

Hi Craig, I've created a case for this issue. A member of the team will reach out and take a look with you. - Justin