Method Community

I have a client where I'm getting a bunch of these errors when trying to add or update customers:     Save Warning: The Customer/Employee/Vendor/OtherName could not be sent to QuickBooks. This Name is already in use. Please edit the Name so that it is unique and save again. But, when I query their Customer table, there's ...

OK, thanks Russell. I will start using tax groups then. -Robert

Hi. Basically: 1) Method does not deduct from QuickBooks inventory.  The Method sync engine sends Invoices, Bills, Item Receipts, etc., to QuickBooks using the QuickBooks SDK. The QuickBooks SDK runs within the QuickBooks environment and in turn looks at the QuickBooks file and performs business logic that should simulate exactly how your ...

In Chrome and Firefox, where exactly are " Internet browser time settings"?  Thanks!

Hi Robert, Unfortunately, the QuickBooks SDK does not allow tax line items. Because Method communicates with QuickBooks through the SDK, Method can't use tax line items. -Russell

Hi Davewalter, Here's my answer. As you mentioned you want to add or delete items from your existing workorder, for that you can go to Field Service Center ->WorkOrder List-> select the existing work order. It will give you Add/Edit Work order, from that screen you can add or delete the items you wants, in that way you can make ...

Hello  I currently have a customer that wants to Adjust Quantities from an Estimate and have Multiple Work Orders (deliveries) per estimate.  I have concluded the following;- could you let me know if I am correct - I have tested this several times:   1.  Scheduling in Method is done through the Work Order - the work order ...

Hello Robert, I would suggest you to call our support team, so we can look into the matter and try to fix the issue for you. Moreover,I would suggest that make sure your Internet browser time settings are correct because it might be creating that issues. Regards Inder

Hi Russel, I'm sorry I wasn't clear enough. My goal is to be able to add an incoming email as an activity in Method and then reply to it from within Method as if I was replying via Gmail. For example, when I reply in Gmail, it quotes the incoming email and I can put my reply above the quoted message along with my signature. That ...

Hi Retrotel, If the actions are the same, then the advanced script filter is probably trying to filter on fields that exist in the customers table, but not the invoices table (or whatever table you are using). I think you would find it much easier to make a new screen to generate the report from, rather than copying and modifying the ...