Method Community

Hi Phat Matt, Since both the Update and Delete actions in Method only support one where clause but you need 2 where clauses to get the results you are looking for I would first use the Retrieve Value from Table action and retrieve the RecordID for the Item you want to delete/update based on the Item Name and the RecordID for the current ...

Hi cpitts,   The QuickBooks SDK doesn’t allow for any modification of existing Inventory adjustments it only allows for you to add new entries or delete existing entries. This applies to all third party software that integrates with QuickBooks. The changes you made will only be reflected in Method and will not go over to QuickBooks. To ...

Bryan, It’s possible to do but you would need to do some customize. You could create new fields in the customer table to track the defaults and have those populated when you select which customer you want to create an invoice for or if you want to get fancy you can even set it up so that it pulls the settings from the last invoice that was ...

Bryan, In both the Invoice and Estimate tables there are the fields IsToPrint  and IsToBeEmailed. These fields determine whether an invoice or estimate should be emailed or printed through QuickBooks.  On the current standard invoice screen the To be emailed and To be printed checkboxes are synced with QuickBooks. -Michael  

Antonio, I can't give you an exact timeline on this but I know it should be in the works. I will update this thread once I get any further information. -Michael

Bryan, Mark was spot on with his answer. To add a linked fields to the activity table follow the steps below: 1. Go To Customize > Tables / Fields. 2. Edit the Activity table 4. Select Add a Linked Field 4. For Link Using select Entity (Entity is a special table the contains Customers, Vendors, Employees) 5. Now select ...

 Hi  Jacques, What you are looking for has now been implemented on the Estimate screen and should be added to the Invoice screen in the near future. :) -Michael

Hi Bryan, The Amount field is a calculated field and is generated based on the Quantity, Rate and Markup. What you can do if you want to be able to change the amount and have it reflect the markup is to put some actions on the Amount field so that when it is changed it updates the markup to reflect the new Amount. -Michael

Good Morning, It may work but there could potentially be some issues. QuickBooks itself returns the Invoiced QTY on a sales order so if the sales order can't go into QuickBooks the Invoiced QTY will never be correct. In Method through customization you can create an invoice from an estimate and have an estimate look like a sales ...

 mjmitch, This should now be resolved. -Michael