Method Community

Hi Kristi, The list shown under the "add fields" tab refers to items that have a relationship with the table the current screen is built off (i.e. when you select an item in the dropdown it will save to the table). The two dropdowns added from "add object" however aren't linked to your table so if you created a dropdown ...

Hi Mikef, On the stock screen Save & Email becomes visible and replaces the Save & New button when the Email notification when saving? box is selected. It remains hidden if it is not selected. This is done with the actions in the screenshot below: Does Save & New appear on the screen? If Save & ...

Hi Blake, One way, as you mentioned, would be to create a custom report table and upon hitting print have the values stored so they can be pulled into the report. Another option however is to create custom fields in the Company table or any relevant table. This means you would not be required to create a table and it is just a case of updating ...

Hi v.ayres, The sync engine should start automatically when quickbooks is launched on an administrator account and loads into the correct company file. Do you get prompted to allow method to access your Quickbooks file once you manually start the sync engine ? You mention that you can’t leave your quickbooks file or the sync engine running, ...