Method Community

Hi Mahlon, Thanks for clarifying. It looks like the TagList field is missing from the Update Field In Table and Insert Record Into Table actions for all tables. I’ll create a ticket for the development team to investigate and keep you posted via this forum thread. Sorry for the inconvenience. -Audisho

Hi Alex, I understand that you spoke with our support team over the phone and they came to the conclusion that this is happening is due to a limitation with the QuickBooks SDK. The SDK does not support the ability to add or change data in QB custom fields for purchase orders after the purchase order has been created. If you would like to check ...

It worked! :) I think what would realy help is if you had a table overview with relationship.  In the old days, MS Access had a view that showed all the tables with relationship points.  Do you have anything like that, that you can share?   Thanks, John

The following updates are now live for users of Method Fixes Sign In - Fixes issues that prevented changing your sign in email. (PL-34381) Tables & Fields - Fixes some issues with the grid export function. (PL-34328) Tables & Fields - Removed validation for increasing field sizes. Now you can increase field size or decimal ...

Alex, These are all very good questions, and it is very hard information to find in a good concise format.  Just in case it helps you I'd like to offer my best understanding of the synching. 1.  ALL fields in QB whether default or QB Custom fields are synch'd with Method.  Method essentially creates an identical copy of ...

Alex, These are all very good questions, and it is very hard information to find in a good concise format.  Just in case it helps you I'd like to offer my best understanding of the synching. 1.  ALL fields in QB whether default or QB Custom fields are synch'd with Method.  Method essentially creates an identical copy of ...

Hello timvreeland,    Are you using QuickBooks Desktop (QBD) or Online (QBO)? The fields Item, Description, Quantity, Cost and Total are already on the screen and available.  You can use the Screen Designer to move the fields around the screen.  Let me know if you are unable to get to the screen designer.  The Other 1 must ...

In that case you should create your template based off the Contacts table and select Activity.ContactsRef as a Detail Table. You'll then be able to utilize fields in both the Contacts and Activity tables. *Note: In order to utilize the Activity fields correctly you'll need to expand the Contacts table data set on the right side of ...

Hi swm023,  The best way to find out which screen a tab link is referring to is to hover the pointer over a tab where a pop-up message window will appear. The screen name will be in the format of: (“Screen name” from “account name”). You might not see it right away, so just select any tab link beside the one you are ...

Hello,    Restriction is a bad word for it.  I editing the ActivityJobItem table in the Tables/Fields screen and could not add any fields that were from the CustomerEquipment table.  When you select Add a Linked Field and choose CustomerEquipment, no fields appear in the next dropdown. - Greg