Method Community

Hi Jeremiah, I've created a case for this issue, one of us from the support team will reach out to you shortly and take a look at this with you. - Justin

Hi Kevin. No, access to Method's developer account is internal only.  If you don't want to create a new QuickBooks Online account or don't have a Quickbooks Desktop you could sign up for Method and click "I use QuickBooks Desktop" You can still use all of Method's APIs.  Another option is take advantage of ...

Hello, Sorry for the wait. But I have some information here and we are able to accomplish this but it will require some customization. If you customize your C- ustomers screen you are able to add two fields that will relay that information. The first one being LastActivityCompletedDate which as the name states will ...

Thank you for the reply Chris.  Regarding #2, is access to Method's developer account available?  I would be surprised if so.   If anyone else has any suggestions for developing against Method without purchasing QuickBooks, it would be greatly appreciated. Thanks, -Kevin

Mahlon, I've created a ticket for this issue and will keep you posted through this thread. - Justin

Hi. I don't think what you are asking is possible for a couple of reasons: Sandboxes are for developers to test their apps with. In other words, you have to sign up for a developer account with Intuit and start your own Intuit developer app For you to use your sandbox account with Method you would have to use Method's developer ...

Alex, I have been reading this dialogue betwen you and Justin and have some thoughts... Are you talking about needing to track items purchased,/sold by a Serial number(product id)? which is unique? Items in QB is the product, but in Method, your product table would be at productid level? So on a SalesOrderLine,instead of several ...

Hello all, I am new at developing using the Method API, and want to do so using an Intuit Developer sandbox as my QuickBooks data source.  Has anyone done this, and if so, can you share any information on how to do so?  The Method:CRM signup process brings me to my Intuit account, but there is no apparent next step to take. Any ...

Hi BLCPA, It isn't possible to automate this. The Activity table reminders that get sent out to your users are configurable by clicking on Edit Table... for the table under Customize > Tables / Fields, but the coding is done on the back-end. There's no way to replicate it on a screen level. You could create a ...

Hi hkui, There aren't any actions that can clear grid filters, you'll have to click the Clear Filter icon on the grid. It's the yellow icon with a red "X" over it. on the top-right corner of your grid. - Justin