Method Community

Hi Sunny What table/field are you talking about?

Thanks, Justin. It seems that "Vender" table has no any link connected to "Entity" table, is there anything been done automatically to connect them both? I'm asking is if I can use the same configuration for my use case. I'm building an inventory system, and every product in this system need to be associated with ...

But wait - aren't the screens and fields just "windows" to populating the Customer table? In other words, it's the values in the tables that are synced, regardless how they are populated. If a dropdown is linked to the BillAddressState field in the Customer table, won't it just show the entry for that customer that ...

All zip code data is input into QuickBooks when we set up the Customer's account.  From there it synchronizes into Method. We never input customer entity data into Method.  We always use QuickBooks to set up customer accounts. The zip code data appears the Customer table.  The membership tables takes it's data from the ...

 Keith, reports imported from QuickBooks into Method are generated into HTML pages. As a result, no drill downs can be performed. With regards to your question if Method carry enough data to reconstruct a report from scratch; we are able to create reports based on what's available to us via the SDK provided by Intuit. Can you ...

Hello theavspecialist, If you create a dropdown field and use the selections from an existing table you can select the FullName field from the Customer or Entity tables. See my screenshot below. If you're still unable to see the FullName field when selecting the Customer or Entity tables then try regenerating your Customer table by ...

Extending the Transactinon History to 720 days and getting the Sync to finish, WORKED!  

Hi Rolf, Updating or inserting records in a table doesn't cause a sync to occur, the Save All Sections action uses Method PUSH technology to send any changes to QuickBooks, so that's why when you click Save you see the information update in QB. The Update field in table and Insert Records into Table actions do not do ...

Ben, & Kevin, I've sent an email to you and created a case. Thanks, - Adam

DanSchmidt, What happens if you click Update on any of the editable grids you have on the screen? -Michael