Method Community

Hey krp, Sorry for the delayed response -- yes, you are right, RecordID fields are typically the ones that are linked. I might be misunderstanding your question, but most of the tables you mentioned (i.e "Customer") are views on the Entity table, so if you make a change on the entity table it'll automatically update on those ...

Nick I believe that the reason you are having issues, is due to permissions on non-admin users, and you might need to install the sync engine to each individual profile. Furthermore, I have confirmed that we do not provide any level of support for Terminal Server setup. If the install works fine on an administrator profile, with Full ...

I have discoverd a field on the Edit>QBO_ItemService screen (I copied it to edit) that is a dropdown with a label "Tax Code".  However it doesn't show up on the actual data entry/edit screen.  I cannot see anywhere that the field is hidden at either the object level or the page load level.  It is referencing the ...

Hi David, You can actually sync in some QuickBooks reports into Method, including the Open Purchase Orders report. We have a screen under the QuickBooks tab that allows you to import/sync over your scheduled reports from QuickBooks.  These are standard QuickBooks reports that you can setup to sync over into Method at specific time periods. ...

I had the same issue this morning as well. All I did was shut down/close the sync engine service app and re-launch it using the admin method email login (until this morning I'd been using the method user.name) and it looks like it connects and works fine. Hope that helps...

Hi, This is all really dependant on where the QuickBooks file is.  If you have both files on the same server, the sync engine will load and connect to the appropriate account.  If you have two Right Networks servers, each with a file, then you'll need to have the sync engine installed on both servers. - Adam

Hi Dan, I was able to locate this field by turning on Track Locations in my company settings and was given several options on what to label this field as, including Territories (Location being the default). The field does in-fact sync with Method, but doesn’t appear to have anything to do with Departments, (though I did notice this listed ...

Hi Mike, I've been able to do this in a simplistic way. I added a second attached grid of the InvoiceLine table to the Invoice screen. Since this is buillt to show all lines attached to that invoice, I put a filter in to filter out anything with 'sample' in the description for the first grid and the second grid to filter out anything ...

[quote user="richard@skoosh"]When i create the work order it comes out with testcustomer:test[/quote] This is correct, if you're entering a Work Order for a customer:job this is the way it should look. When I create an invoice and sync this to QB it appears fine: And here is the edit customer window on this customer:job ...

Shawn - that's great to hear. Side note: I must say how impressed I am with how quickly you picked up Method. Within a few days of signing up you figured out how to create screens, buttons and run actions that update a mass number of records based on conditional logic.  That's awesome. Another side note: keep your eyes open this ...