Method Community

Hi milos, It looks like you're using Method for QuickBooks Online. In this case, I don't believe that the JobType table is currently in-use. If you're planning on building a custom workflow, I'd recommend that you instead create your own custom table for this. It's always a possibility that Intuit will implement this table in ...

Hey, [quote]QBO customer data is not always populated in both customer and contact fields with 1st and last name so the contact record is incomplete[/quote] Can you give me an example for this one? I can give it a test on my QBO account. [quote]View/Edit from Google Gadget starts NEW customer form and does not view the existing one as the ...

Hey Alex, Upgrading your version of QuickBooks and converting your QuickBooks file will not cause any issues with Method. Just be sure that you are performing an upgrade on the file and not creating a new file and migrating the data. Method will sync based on the ID numbers from QuickBooks so as long as these don't change during the upgrade ...

Hi, we have the problem that several of our invoices display a wrong subtotal in the (default Method) invoice screen. As an example: - 3 positions in the invoice - totaling $99.99 - Subtotal shows up as $259.97, basically triple-counting the first position If I look at the subtotal field using a customized screen, the correct value shows up, ...

Hi there, We are currently doing a trial of both QBO and Method and like the simplicity of both systems. That said, I'm curious to know which import process would be better: Import our customers into QB to be synced with Method -or- Import our customers and all of their information into Method and sync with QB? I'm thinking ...

This may be a quickbooks question, but I'll give it a shot since we're trying to do as much inside Method as we can.  I have been able to configure the gateway and corresponding sync between Authorize.net, the transaction data loads just fine.  However, I can't figure out how to get those credit card payments to auto-post to ...

Hi Alex, Upgrading your version of QuickBooks and converting your QuickBooks file will not cause any issues with Method. Just be sure that you are performing an upgrade on the file and not creating a new file and migrating the data. If you do the latter, the QuickBooks List IDs will be inconsistent with the data that is in Method and this will ...

I exported my vendors out of Method, did a little bulk work on them, and then attempted to import them back.  All but 6 succeeded.  Those that failed had the following error: Error:xxx-xx-xxxx is too long for insertion (11 characters). The value must be 10 characters or less. The x's were originally the vendor's SSN.  ...

We use Class in the SalesOrderLine (SOL) grid in our Sales Order (SO) screen (customized of course).  I have yet to be successful using a Text Change action in a grid column to update a value in the grid row.  I can call the Text Change action and see the changes made via a Text Change action on the grid but once ...

[quote user="Method_Justin"] Hi mholden, Because of the way that Contacts/Customers sync with QuickBooks, we cannot switch the (Main) "Contact" designation from one Contact to another. You could create a screen or button to automate the info swapping, however. Hope this helps. - Justin [/quote] Justin, I've ...