Method Community

I have populated the 15 custom fields in Quick books and want to place in my method.  When I try to insert into a screen only the first few show up, even after a recent sync.  Is there a way to get method to read and import the custom fields it is not linking to the field database?   

I am planning to build some custom screens and reports in Method for Non-Inventory Items, Estimates, Sales Orders, and Invoices on Quickbooks Enterprise Version 10. I need several custom fields added to the Items records to pass through Estimates, Sales Orders, and Invoices.  For example, we have a quantity driven price adder in fixed dollar ...

I need to know if we can use UPS thru Method as we do in Quick books. Setting up Shipping Manager for UPS For QuickBooks: When you first access the QuickBooks Shipping Manager, and select UPS, you will be prompted to set up the service. A setup wizard will walk you through the following ...

We’re nearly ready to release the next big update of Method.  Last time we did a big update, we had several of you saying that you wanted a heads-up first, and even better a chance to try your screens out on the new version first before we rolled them into production, so here’s your chance! What we’ve done is upgrade just ...

 I have mapped my flex field information with the correct flex field name, billing status, payroll item, class and service item. However, when I import time into Method from Xora, it is not mapping these fields; they are blank. In double checking the Xora input from the users, I can see the Flex Field that I have mapped in the Xora ...

In Method where can I find the same data that appears in the QB report "Pending Build"?  This report has very important data for clients manufacturing and assembling products. This report is ran in QB:   Reports / Inventory / Pending Builds.   It looks like ...

 I received the following question via email: I have searched the documentation and the forum with no luck so I think it’s ok for me to ask you about reports.  No reports show up at all in my report screen.  Were basic reports supposed to be synced from QB?  I’m not sure if there is something I need to do to import ...

Hello,      I am currently importing bills into QuickBooks using QBXML. We run payroll for our customers, query the data, convert to QBXML, and send to the customer for importing. I was told we could import bills into Method, and I am wondering if anyone has an example of one they have done.      Any help ...

Hi, I got the excel file used to upload a lead database into Method. The given columns are: Name First Name Last Name Is Lead Status Only In addition to these data, I also need: Company Street Apt City ZIP I have added these additional column and paste the data, however when I want to import the data into Method, it gives me the above ...

Joe sent in some questions about the CRM app: "I have a couple of questions concerning the CRM app. I can see how we could structure Method to work the way we want with some coding.  Is there any documentation on how to use the actions?  I could figure it out from the examples but it would be easier with some ...