Method Community

I tried that and now the problems start occurring when I add the third dropdown field when all three are pulling from the Record ID field. Since this is in the editing stages before any large number of entries have been linked and what not I just ended up creating dropdown objects that then push the selection choice to a text field. While it may ...

Nudge has been given........I'll let you know what I hear back.  They made a big release on August 4th and are building at a rapid pace over there, lots of focus on QB Online.....so I have my fingers crossed. Paul

GetRXd, 1) Why would you add an email field to the Estimate Line grid? Are you referring to the Estimate screen itself, or the Estimate Line Grid? Either way, adding this to your Estimate table wouldn't make it available on your Invoice table, you'd have to add it there separately. 2) You could probably design a report in Report Designer ...

 Hi Michele, In Method go to the QuickBooks tab then click on Reset for "Computer to Sync with:", then do a full sync and let me know if that works.

A customer creaded by converting it from a lead is not visible in Quickbooks. The customer is visible in Method, but not in Quickbooks. I'm getting conflict erros that mention this customer, but don't give me any recourse to correct the issue.  Here is one of the identical conflicts: QuickBooks returned an error when ...

QB is set up as you would expect: Customer A - Contact - Jane Doe: Job1234 Job5689 Job4568 Customer B - Contact - Joe Blow: Job8956 Job5689 Job5642 etc If I look in the Customer table, I should see two customers - A and B   But after syncing to Method, my Method Customer table looks like this: Customer Name: Customer ...

When adding a new appointment to Method from Outlook, I get the following error message:  <?xml version="1.0" encoding="windows-1253"?> <MethodAPI response = "Failure.The SQL returned the following error: Invalid column name OutlookSyncId". Invalid column name OutlookSyncId". Invalid column name ...

Val has been doing a customization job for us, and we have encountered a major error. When we make an inactive estimate active (our procecdure when a job schedules), it produces errors in the estimate. The most major is that a number of items have their mark-up column change from a percentage to number. In other words, a 20% mark-up becomes ...

We have completed a major server upgrade today - basically we have trippled the size of the Method server structure to handle the growing Method community. There is one thing you'll need to do on your end if you have left your computer with QuickBooks on it on over the weekend: 1. Close the Method Integration Engine on your Desktop.  ...

Monday I made a copy of QB file and put it on the Server.  I had the QB file open on my Laptop pointed to the server.  We installed the applications on my laptop.  I am now in Dallas and it has not synced since the first one when I was plugged into my network.  Do we need to install the files on the server?  So we had some ...