Method Community

Alex and James,  A great resource for QB tables is: http://doc.qodbc.com/qodbc/Qodbc_20_us.html. All tables listed with Fields.   Method  is already set up to sync what fields can sync. So you don't really need to worry about that.  But it does help to understand whats in each system. And ...

Not working still. Cleared out the cache, signed out and signed back in -- nothing. You lost me on Customize tab. Not sure where I should be looking for that. Can you explain further. Thought I was fairly good at avoiding "user error", but this is a bit frustrating! If you could further explain the Customize, then Tables/Fields, ...

 Hey Bill, It sounds like you want to add a few more fields to display the address of the job site. To do this add some fields to the Estimates Table and then customize your Estimates Screen to include those new fields. You should check out our webinar on Tables & Fields for more help. Let us know how it goes!

Fran, Understood about the QB Tables and the Transaction Table being special. I have played some more and am really comfortable with the approach I outlined.   The only question is whether I have to move to Pro and the added monthly expense for just one table. I have spent some time looking at some of the tables I am not using (like ...

[quote user="Blake C"]How do I fix this? Is there any way to fix it through the Method UI?[/quote] The best way to fix the broken contact links is edit the records through export/import - here you can see the RecordIDs and link everything up correctly to import again.   ~C 

Val, Can the same thing be done in a Grid?  The nice thing about using a Grid would be Dynamic filtering and sorting and Export. Thanks! Ken

Hi Conner, The version of Method is set on a per account basis. In order to obtain access to the pro features, each licence on the account must be converted to a pro license. You may be able to downgrade to the standard version once you have completed copying the screens, assuming your account meets the requirements. For example; if any of the ...

Hi! My company has decided to make the switch from Quickbooks online to quickbooks desktop (enterprise to be exact). Unfortunately, as any one who has ever had to do this may know, it is not easy to on the quickbooks side of things. Luckily....method to the rescue! So essentially instead of using Quickbooks export, convert, import mess ...

Hello Mike,     I do understand what you have done to create this save.  I would have to take a look at your screens and work to understand why this is happening.  Again, there is no automatic function that saves to two fields based on having the same label.      Can you try a full sync and then ...

I think this is the right track, even though I couldn't get save section to work as I hoped. If this was working before the recent backend updates, any more ideas on what can fix this?