Search results by user ID 5200

Re: Estimate Subtotal/Tax/Total Calculation

v.cameron — Thu, 11 Sep 2025 16:14:23 GMT

You are on to the answer with your sub-question #1 - the Estimate total is set to update when it syncs to QuickBooks, and as far as I know you can't call a Prepare for Accounting or Send an Email via a Method API call.

our workarounds are to calculate the Estimate Total ourselves if we need it right away (we do this within Method as well just in case the sync isn't working when the client needs to print or email a quote) and use other APIs to send emails, like Outlook.

Re: JournalEntry and JournalEntryLines not able to retrieve?

v.cameron — Sat, 13 Jul 2024 15:00:11 GMT

Only Bills and Bill Lines can siync expenses to Method. Althought I've gotten tricky with some $0Invoices for things I'd normally use JEs for.

And yes I agree, it is really a blind spot. Particularly when you've been customizing Method as long as I have and remember being able to send all those things to QuickBooks Desktop.

Re: JournalEntry and JournalEntryLines not able to retrieve?

v.cameron — Fri, 12 Jul 2024 04:05:58 GMT

Method does not sync Journal entries with QuickBooks Online, sadly. The table is there because they did with QuickBooks Desktop but it will always be empty in an account connected to QBO. You may find this list of supported/synced tables helpful.

Files API Post

v.cameron — Thu, 25 Jan 2024 18:27:41 GMT

Would it be possible to get an example (preferably in JSON) of a successful POST to the Files API? We are consistently getting a 415 Unsupported Media Type error when trying to POST a pdf file. The documentation for this operation seems a little sparse compared to some other operations and those on tables. https://developer.method.me/#tag/Files/operation/file-upload

As a related question, is it possible to POST using a URL for a file rather than a locally stored document? Use case - we are trying to pass files from one Method account to another.

Re: Weird float problem with Invoices

v.cameron — Thu, 09 Nov 2023 20:13:12 GMT

You don't say which accounting package you are connected to, but one thing that might be happening here is that the Sales tax and subtotal usually get calculated by QuickBooks and can't be overwritten in Method. They could come back as different values than you sent if that's what is going on.

Re: API error message "There was an error in MethodAPIinsertV2"

v.cameron — Fri, 26 Oct 2018 17:43:45 GMT

Its looking for the RecordID(integer) of the purchase order that this line belongs to.

A good idea when using the API is to review the tables you are trying to insert into in Method. The table UI in Method will show you the required fields, what table they come from if relelvant, and the type.

Re: Quickbooks CustomerShipToAddress Table

v.cameron — Fri, 05 Jan 2018 21:01:16 GMT

Nope - that table isn't available on the SDK. I create a new one in Method for clients that need that functionality.

Re: Auto transfer screens

v.cameron — Mon, 18 Dec 2017 17:22:33 GMT

The only way I know to transfer screens as an entire tab group into multiple accounts is to become an App in Method's app store. Which I think is closed for Classic. Out of curiosity, can I ask why you are customizing in Classic?

Re: Importing data into Excel using API

v.cameron — Tue, 15 Aug 2017 15:13:44 GMT

This is huge - thanks , Peter for working on this!

Initial thoughts

v.cameron — Fri, 17 Jun 2016 23:13:32 GMT

Very nice! A few comments: (you knew I'd have them)

If I try to start it with the wifi on, I get a message saying No Internet access. Turning off the wireless on my phone, the app loads? Never seen this behavior before in an app. (I double-checked my wireless by turning off cell access and checking other aps; no issue)

I can turn the wifi back on after I’ve launched the app, but then it gives me that message again if I try to switch companies.

It consistently asks me if I’ve changed time zones, telling me my last log in was EST
When first launching, the screen to choose the account is squished up on the left side, then resolves normally. Disconcerting when it takes more than a second.
I like that if I close the app, it resumes right where I was.
I like that it doesn’t kick me out of being logged into the account on my computer.