Method allows you to view and manage the tables within your Method account.

In this article:

Note: In order to view and manage tables, you will need at least Customizer permissions.

Navigating to a table

  1. Click your profile preferences icon and then click Account Settings.

  2. On the Account Settings screen, scroll down and click Tables & Fields.

  3. This will take you to a list of Tables in your Method account. You can find the table you want to view by using the Search bar.

    The filter view allows you to view tables based on its source:

    • All tables - All the tables in the account.

    • Method tables - Tables created by Method

    • QuickBooks tables - Accounting tables that sync to QuickBooks

    • Custom tables - Tables a customizer has created.

    • Recently configured tables - Tables sorted by modified date.

  4. When you find the table you want, click the table in the grid to view it.

Viewing a Table

When you select a table, you will be able to edit and delete the table (if you have permission to), as well as view its fields.

Note: The buttons to edit the description and delete the table will not work for tables with a source of Method or QuickBooks. You will only be able to modify custom tables.

Viewing a Table's Fields

Below the table description, you will find the fields for the table.

The Filter dropdown allows you to filter the fields by their source โ€” where the field was originally created:

  • QuickBooks - Field was created in QuickBooks

  • QuickBooks (custom) - A custom field created in QuickBooks.

  • Method - A stock field created by Method.

  • Custom - A field created by a user within Method.

In the grid, note the different columns:

  • Name: The name of the field.

  • Description: A description given to the field.

  • Required: The required attributed will be indicated by an exclamation mark icon. Any new record saved in the table must have this field populated with data.

  • Unique: The required attributed will be indicated by a fingerprint icon. Throughout the table, data in this field cannot be repeated. Note that the FullName field is marked as unique. That means if one record contains the value of "Paige" for its FullName , no other record in this table can have "Paige" for FullName .

  • Source: The source of the field as explained above.

Note: Even though custom fields can be added to QuickBooks tables from within Method, they will not sync to QuickBooks.

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