Method Community

[quote user="utahpowder"]just created a new customer and invoice for that customer in qb online but it is not showing up in Method. is there something that I am not doing correctly?[/quote] Have you initiated a sync yet?  There's a green/blue arrow near your username which will sync the record over.  We look for changes ...

[quote user="jeremy"]Number, 5,6,7 do not work. When I go to the drop down box, it doesnt say my name. It just lists my vendors.[/quote] In this case you need to make sure you add your employee's as sales reps so they're visible in that list.  To do this switch to the QuickBooks tab group (using the dropdown by your ...

Hi Karen, [quote user="kdellaripa"]I've gone to the Tables/Fields section for the InvoiceLineItem and clicked on Edit fields, but it won't let me edit that field.[/quote] Once a field is created there is no way to edit it, you're only allowed to delete it. [quote user="kdellaripa"]What can I do to change that ...

Rolf, I'll try to recreate the problem so that we can get a resolution out for you.  What's the name of one of your screens and roughly how many copies have you made of it? ~C

[quote user="Blake C"]Anyone found a way of doing this in Method right now?[/quote] Out of the box we don't support this so you would need to customize the solution.  I think this change might be a bit tricky since your assignedto field in the activity table is linked to the users - username field.  Because of that ...

[quote user="Blake C"]Is there any way to make the Method activity calendars for each user public and accessible via a iCal or HTML link?[/quote] Not at the present time - the calendar object is only for use inside Method.   If you wanted to do something like this you would have to use our API to export the data from Method and ...

[quote user="jeremy"]It still says Job Opp #2[/quote] Where do you see this? In the example code I gave you your new opportunity screen shouldn't have an input field for opportunity name, this area should be filled with when the page loads.  Does this happen?   I suspect you're seeing Opp #2 from the Opportunities ...

[quote user="Rolf"]When deleting screens the Delete message almost never goes away[/quote] Rolf, Could you describe your process a little more so I can detail this for the team.  I'm not sure what you mean by the delete message almost never goes away?  I can delete screens fine from Customize > Screens and the delete ...

[quote user="MichelleSFI"]Ok, one quickquestion then:  do QB custom fields link to Method[/quote] Assuming you're on QuickBooks Desktop then yes, they do sync. ~C

dottie, Instead of using an existing field it makes more sense to just create a new field for your customer table.  Edit the table for customer and add a new field type of drop down for project managers then you can drag out the new field to your custom screen.  You'll probably want to add this field to your new and edit customer ...