Method Community

Can someone please explain the following columns when creating an estimate? Cost = I'm not sure if this refers to our cost or our retail price % = there is a percentage column with no explanation Markup = ordinarily this would make sense, but see the next option Markup % = how is this differrent...

Is there a way to customize the print out for the estimate?

Hi, When I create an estimate and enter an item in the 'EstimateLine Grid', sometimes I need to change the amount of an item. I just noticed today that it will not let me do that. All I am trying to do is goto the amount field and change the price. However, when I click update, it just reverts...

How do I fix this? Description: An application error occurred on the server. The current custom error settings for this application prevent the details of the application error from being viewed remotely (for security reasons). It could, however, be viewed by browsers running on the local server machine...

Hi method, I was creating an estimate today and noticed that the default tax choice is sales tax item. The problem with that is we have multiple tax items in Texas for each customer, so we have to create what are called Sales Tax Groups in Quickbooks. So, I was wanting to customize the estimate screen...

Hello, I am new to this and maybe a bit ahead of myself in asking this question as I have not reviewed all of the videos but cannot find a thread regarding this. I am trying to attach estimated hours to each item and have a formula that automatically totals estimated hours for all items to give me a...

I'm adding a "Duplicate" button to a custom Estimate screen. Here is the process I've created: 1. Insert Records into Estimate Table (this copies the necessary values from screen and places them into a new Estimate. This part seems to work) 2. Loop through EstimateLine Grid -- Insert...

We have added custom fields to the EstimateList table. These custom fields include lines such as "Unit Price." These fields are saved to the database and work great when we close an Estimate and open it back up later. Today we noticed that all of our custom fields from past Estimates were blank...

Hi Ryan, Thanks for helping to respond. Yes, I understand about the 2-step process and why it's necessary. It's just that it seems impossible to perform the second step without knowing the Record ID as that's what links the 2nd step line items back into the Estimate header (the first step...

I'm trying to import large, ongoing quantities of 3rd-party Purchase Orders and Estimates via spreadsheet into Method and then to QuickBooks. This apparently needs to be a 2-step process, where you need to import the "Top" part of the transaction, followed by another import of the specific...