Method Community

Hi Method,

I tried to add three custome fields in QuickBooks (v14 Enterprise Desktop) then synchronize with Method. I now can see those fields listed in several item line tables  (PO, SO, Invoice, Credit Memo), however, I can not see them in BillLineItem and VendorCreditLineItem. 

Do I have to setup something in QBs to make it work?

Thanks.

--

Alex

Hi Alex,

As far as I can tell, QuickBooks doesn’t allow you to Customize Data Layout to add custom fields to these transactions. It wouldn’t make sense to add these custom QB fields to the tables in Method if they are not accessible in QB. If I’m incorrect in stating this, please let me know how I can do this and I’ll take another look.

You can still, of course, add a non-syncing Method custom field to these tables as a work-around. I hope this helps.

-Audisho

Hi,

In Quickbooks, I can use context menu "Customize Columns..." in a Bill windows to add customize fields, then I can use/edit them in a Bill.

the point is to sync with QuickBooks, so non-sync fields do not work to me. Please help.

--

Alex

Hi Alex,

The following transactions did not have the ability to add custom fields prior to QB 2014:

• Checks
• Bills
• Credit Card Charges

Since custom fields for these transaction was not available prior to QB 2014, they would not have been available to sync with previously. I took a look at the QB SDK and it does support sync with these custom fields now. I’ll put in a feature request to add this to our sync, but I can’t provide an ETA for when this will be available.

While I don’t see any documentation regarding custom fields for vendor credits in QB, it does appear to be available via the SDK as well. I’ll include this in the feature request ticket. I’ll keep you posted with any updates via this forum thread.

I hope this helps.

-Audisho

Thanks.