Method Community

I have tried every which way to add IsManuallyClosed = False to my report filter but it does not affect the resulting report.  I have tried: IsManuallyClosed is No, = No, <> True, <> Yes, and ISNULL(IsManuallyClosed,0) = 0, = 0, <> 1.  All don't work.  Whats the secret for filtering for IsManuallyClosed = ...

Hi Robert, You're almost there. You can remove the apostrophes from your Type In list, the list should be in comma separated format instead of SQL format. For example: karen.a,valerie.c,robert.c,peter.i -Russell

Hi Retrotel, This error message is probably referring to the filter in the Generate Report action (what records to export), rather than the dropdown filter which determines which reports are available. If you take a look at the Generate Report button on the screen, and edit the Generate Report action (bottom of the list), ...

Greetings, I get the following error message when changing the drop down list from In process to Completed while saving a in the edit case screen: This record could not be saved. The version of your accounting software does not support edits on this list or transaction from 3rd party software. Try editing the record directly in your ...

I need to unlock a screen field only for specific users by name.  I have a conditional statement with Build Selection List based on Session User Name.  I use Type In with the list of users I want to have the condition return true for.  I have a list of users, such as: ...

Russell, Thanks for the reply.  We are using the Standard version so we cannot alter tables.  Looks like we cannot accomplish our dropdown goal. Thanks.

I'm trying to figure out how to change the font and color of the font in the web to lead form.  I'd like to change the font to Arial, and from black to white.  I have no problems editing the html if I just know exactly where and what I'm looking for in order to change....

Hi rgatton, Thanks for the clarification. Instead of adding the tax as line items, can you create a tax group? This can be done in QuickBooks or Method. In Method you would go to the QuickBooks tab group > Lists > Items > New... > Sales Tax Group. Then you can add all the taxes that you require. After saving, the tax group will be ...

Okay, the full sync is complete... finally! But just one thing. When a full sync is performed now, it still hangs for a minute or two, checking "desktop for deleted items" even after syncing multiple times. Seems like there's a comparison table that's off, or incorrect, somewhere. Got any ideas?

The issue was caused by a mass deletion call via the API. More than 30,000 items, intention to delete all INACTIVE items in order to clean up the QB database. Problem has been solved by connecting to the QB database via QODBC read/write driver and performing a mass SQL DELETE query via linked table in MS Access on the Quickbooks side, which ...