Method:Classic General Q&A

Re: Method demo to Live

ubiquitas — Tue, 26 Feb 2013 15:42:54 GMT

thanks, I think we will start from scratch in this case - we seem to have a 2nd account already

Re: Method demo to Live

Method_Errol — Tue, 26 Feb 2013 15:19:12 GMT

Hello ubiquitas,

Sorry, but only one QuickBooks company file can be associated with one Method account. A new QuickBooks company file would need to have a new Method account. However, if you have a Multi-Tenancy account, you can sync a different QuickBooks company file to each tenant account. This option is useful for organizations with several different geographic locations.

Remember, if we were to reset your Method account, you will lose ALL your data and customization. However, if you were to start a new account, what you can do is use the Copy/Import Screen option and import your custom screens from your original account. To do this go to Customize > Screens > scroll down and click the Copy/Import Screen... button.

Hope that helps!

Method demo to Live

ubiquitas — Tue, 26 Feb 2013 12:02:42 GMT

Hello, quick question.

We've been running demo of method against an old version of our QB database. We've added some custom fields etc to get hang of Method.

Now we are ready to become a paying customer, is there a way to nuke our link to quickbooks, remove all the data in method. Then link to our live QB database. All the while keeping our method customisation ?

thanks