Method Community

Hi Nathan, In the settings for the "Export Grid to Excel" action there should be a checkbox for Only select rows that are checked. Checking this checkbox should accomplish what you're trying to do. Check the Remove HTML tags checkbox also if you haven't already, it'll remove formatting tags from the ...

Hi Vic. Can you send me a private message with your account name?  Thanks Chris

Hi Justin I just checked that and it's still not showing up on my end. Is it possible that it's something with my brower or an app I may have installed on it? 

Apologies for the delay. The query functions are for specific tables.  You cannot join tables directly in the API.  However, in reality, the tables you see in Method are actually Views behind the scenes, and you can add Linked Fields (via Customize > Tables / Fields) that show values from other related tables.  For example, on ...

Hi Joan, I was not able to replicate the problem. Can you verify for me that when you go into your Activity Calendar the Assigned To: filter at the top of the screen is set to the user whose calendar you would like to view? Also that the Status: filter is set to have all statuses shown (selecting none of them should do this as well, but ...

Matt, I changed the Transaction History value to ALL then triggered a full sync and the paid invoices are still not in the Customer screen Transaction tab.  So that didn't fix it.  QB shows the Invoices but Method does not.  I exported all Invoice rows and they are not in the export.  Looks like a bug in the MIE to me. ...

We did a test of the payment gateway and the Customer credit card info is not being saved with the transaction in authorize.net. Please provide more information on the paymeny gateway and how method syncs and saves the customer payment information.

Full sync and changes only sync are showing June 6 and June 12. Why is this ? see below. Push is showing real time  Full Synchronization Last performed Jun-06-2014 07:44 AM on computer  IP Address Changes-Only Synchronization  Last performed Jun-12-2014 04:22 AM on computer M Address ...

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Hi Robert, By default Method only stores transactions for the past 30 days. You can change this setting by going to QuickBooks>Synchronize. Towards the ottom of the page you should see the option for "Transaction History" I'm guessing this is the reason the invoices are disappearing.