Method Community

James, Can you enable MethodSupport and email me your account name? -Michael

John, That's correct. Looking at the Time/Enter Single Activity screen in QB, those are the only fields that Method transfers over when it comes to time tracking. -Michael

Hi Lance, I was able to duplicate what you mentioned and will create an internal ticket for this. -Michael

cpitts, We currently don't have much documentation on conflicts but you can post the conflict here and we can try and help you out or alternatively you can email it directly to me and i will strip out any content that is private/irrelevant to the issue and post it here in the forums. -Michael

Hi KatesRealFood, Try this: Go to Customize > Tables / Fields and click Edit Fields... for the Activity table  Select Add a Linked Field For Link Using: select Entity  In the Linked field drop down you should now have the ablility to select the customer fields you want to add to the activity table. Next step would be to ...

HI Pioneer, If this is still happening can you email me your Method account name and enabled MethodSupport(Customize > Users) -Michael

Hi John, Method does send the Time Tracking times to QB, in Field Services do you have anything listed under the Post To QB tab link? Time Tracking entries do not show up in the QuickBooks Dashboard. -Michael

Rob, What you are looking to do is possible in Method it would just involve some customization of screens to organize the uploaded files to better suit your particular needs. Some users may have already done something like this and may provide great insight :). -Michael

James, Looking at the opportunity table a lot of the data about the customer/contact is obtained through linked fields. If you are looking for the customer name to be displayed in the SalesOrder table, you can link the Name field into the SalesOrder using Customer. -Michael

Hi Lance, I am going to have to confirm that and do some tests. I will get back to you on it. -Michael