Method Community

Greg, another clarification to my clarification: I don't have a list of varialbles in front of me, but I did use RecordID, not RecordNumber. I meant RecordID all along.

Hi Greg, Sorry, I wasn't clear enough late last night, here are some clarifications: - We call our customers "Clients", as QBO allows you to set what you call customers for your particular business (e.g. Customer, Client, Patient, etc) - So if you look for Customer Balance Detail, you should see the same report. QBO lists ...

Hello Josh,      In cases like these that are called into support, I would have to take a look at the Audit Trail both in Method and QuickBooks.  They would say what happened to the invoices.  Its unusual to have less customers when import updates. The common mistake is to add records instead of updating them.  ...

Thank you for that excellent walk through Greg. Using it, I was able to export the field I wanted to update, along with the RecordNumber, update in Excel (as CSV) then reupload. But something has gone terrible wrong. While the Yes/No field updated, it did not do so in a consistent way. That is not the disaster. The big problem is that now my ...

Hello Mike,   I had done the above screenshot to show the value of each field when a customer is selected.  You do not need to put the EntityPhone field on the screen or manually enter the number.  The work order record (ie. activity) will populate the number automatically once you populate the customer drop down.  The phone ...

How can I set this up so that the customers phone# gets automatically populated once they select a "customer" to start the work order? I was able to follow your intructions, but I don't want me or my staff having to also type the customers phone number in every time we fill out a workorder. It seems like there should be a ...

Hello Josh,   There are two ways of updating many records at once.  You can do an import update or create a screen to mass update the records.  The import update would be the best and easiest way of performing the update you need to do.   All you would need to do is export the RecordID and your custom field.  ...

Greetings all, I have created a yes/no variable in the Invoice table connected to QBO. But we need the initial value of that field to be "Yes", and we have thousands of existing Invoice records. I found Help topics that gave the "answer." But for the life of me, I can't find WHERE I can find the "Action ...

Hello James,    There isn't a list that is available that tells you what QBO fields are available in Method.  When you create the account, the best thing to do is to take stock of what fields there are.  One limitation is the amount and where you can create custom fields. You can find other limitations in our Help Center. ...

This is great to know. thank you! I was also referring to the benefit of using meeting invites (ical) with people who are outside of your organization and who DO NOT use Method. The meeting invite allows them to click the "Accept" button to automatically add the appointment to their calendars no matter what calendar program they use, ...