Method Community

Apologies for the delay. The query functions are for specific tables.  You cannot join tables directly in the API.  However, in reality, the tables you see in Method are actually Views behind the scenes, and you can add Linked Fields (via Customize > Tables / Fields) that show values from other related tables.  For example, on ...

Hi Joan, I was not able to replicate the problem. Can you verify for me that when you go into your Activity Calendar the Assigned To: filter at the top of the screen is set to the user whose calendar you would like to view? Also that the Status: filter is set to have all statuses shown (selecting none of them should do this as well, but ...

Matt, I changed the Transaction History value to ALL then triggered a full sync and the paid invoices are still not in the Customer screen Transaction tab.  So that didn't fix it.  QB shows the Invoices but Method does not.  I exported all Invoice rows and they are not in the export.  Looks like a bug in the MIE to me. ...

We did a test of the payment gateway and the Customer credit card info is not being saved with the transaction in authorize.net. Please provide more information on the paymeny gateway and how method syncs and saves the customer payment information.

Full sync and changes only sync are showing June 6 and June 12. Why is this ? see below. Push is showing real time  Full Synchronization Last performed Jun-06-2014 07:44 AM on computer  IP Address Changes-Only Synchronization  Last performed Jun-12-2014 04:22 AM on computer M Address ...

delete

Hi Robert, By default Method only stores transactions for the past 30 days. You can change this setting by going to QuickBooks>Synchronize. Towards the ottom of the page you should see the option for "Transaction History" I'm guessing this is the reason the invoices are disappearing.

Could you enable the MethodSupport user by going to Customize > Users and clicking the checkbox under Active for the MethodSupport entry in the list at the bottom of the screen? After you do that, email me your Company Name and I'll go in and take a look. - Justin 

Hi Shayla, Just to make sure I get what you're trying to do here, you want to populate the Class field with data from the Customer Type field? Class is part of the Estimate table, whereas Customer Type is part of the Customer table, so populating values from one with the other would require a ...

Hi Greg, We've received word from our development team that they've applied a fix which should alleviate the speed issues you were experiencing. Please let us know if they do continue to happen, and provide any associated information for us to forward along to them. Thank you for your patience while we worked to resolve this ...