Method Community

Thanks for the update Amanda.  We will test it out this week and will let you know how activities to the 5 custom fields' and sync comes out.

I tried that and now the problems start occurring when I add the third dropdown field when all three are pulling from the Record ID field. Since this is in the editing stages before any large number of entries have been linked and what not I just ended up creating dropdown objects that then push the selection choice to a text field. While it may ...

Nudge has been given........I'll let you know what I hear back.  They made a big release on August 4th and are building at a rapid pace over there, lots of focus on QB Online.....so I have my fingers crossed. Paul

GetRXd, 1) Why would you add an email field to the Estimate Line grid? Are you referring to the Estimate screen itself, or the Estimate Line Grid? Either way, adding this to your Estimate table wouldn't make it available on your Invoice table, you'd have to add it there separately. 2) You could probably design a report in Report Designer ...

 Hi Michele, In Method go to the QuickBooks tab then click on Reset for "Computer to Sync with:", then do a full sync and let me know if that works.

A customer creaded by converting it from a lead is not visible in Quickbooks. The customer is visible in Method, but not in Quickbooks. I'm getting conflict erros that mention this customer, but don't give me any recourse to correct the issue.  Here is one of the identical conflicts: QuickBooks returned an error when ...

We're trying to minimize the size of our Method database in an effort to speed things up a bit. After several years working with QB & Method, our QB file & Method DB have grown QUITE large. My question is related to this post made just moments ago in the general forum.  Based on the concept laid out in that post, my question ...

QB is set up as you would expect: Customer A - Contact - Jane Doe: Job1234 Job5689 Job4568 Customer B - Contact - Joe Blow: Job8956 Job5689 Job5642 etc If I look in the Customer table, I should see two customers - A and B   But after syncing to Method, my Method Customer table looks like this: Customer Name: Customer ...

When adding a new appointment to Method from Outlook, I get the following error message:  <?xml version="1.0" encoding="windows-1253"?> <MethodAPI response = "Failure.The SQL returned the following error: Invalid column name OutlookSyncId". Invalid column name OutlookSyncId". Invalid column name ...

Val has been doing a customization job for us, and we have encountered a major error. When we make an inactive estimate active (our procecdure when a job schedules), it produces errors in the estimate. The most major is that a number of items have their mark-up column change from a percentage to number. In other words, a 20% mark-up becomes ...