Method Community

Lisa, You should be able to find the Vendor List in QuickBooks by clicking "Vendors" from the Home screen: In Method, you can find the Vendor List in the QuickBooks tab group. You can access it by hovering over where it says "CRM" in the top-right corner of Method and ...

Lisa, It is not possible to modify stock Method screens, so you'll first have to copy the screen before you can customize it. It should then take you to the screen designer where you can add the Currency field. Let me know how it goes. - Justin

I don't see either of those for Method CRM Pro for QB Desktop. When I go to CRM_VendorList Screen in Customization features as you suggested, the copy wizard pops up...how can I get to the add fields in the Vendor List screen?

Hi Lisa, You can add the Currency dropdown field to the CRM_VendorList screen. The above screenshot is from a Method for QBO account, but I've tested using a Method for QBD account as well. This will change the Currency of the Vendor in QuickBooks as per below: Hope this helps. - Justin

Hi Mahlon, I'm still not able to replicate this issue. Can you reproduce this issue with the Activity List grid? If you can, please call in to the support line and demonstrate. - Justin

if you could get Ms. P. Phan to contact me in regards to this that would be great! thanks,  Edward

Hi Mahlon, I've created a ticket for this issue. I'll keep you posted. - Justin

Hi Marcelo, Are you referring to this QuickBooks screen? If so, I should point out that this screen simply creates reports. You would have to create a custom report using the Report Designer in order to mimic this feature. - Justin

Hi Marcelo, On the button that opens your pop-up, you could populate a Shared Result before your Show Screen In Pop Up action, then test on your pop-up screen to see if that Shared Result has a value. This will allow you to determine if the screen was opened from the Bill screen. You can make the Shared Result whatever you like ...

How would you assign currency to a vendor?  My default seems to go to USD and I can't easily switch to CAD to apply HST tax.  How can I easily add a dropdown to switch between USD & CAD currencies?  -Lisa