Method Community

Jen,  Thank you for your reply.  Assuming that tags from the entity table have been removed as mentioned above, please see below interactions:  NOTE: Before import please make sure that all tags exist in method. The import will be successful but you will not be able to report on the tags as they won’t exist in the ...

I created the new table, MyRep, with only my active sales rep entries and the fields I need. However, I cannot link any fields between that table and my Customer table (from either direction).  I can probably ultimately figure out how to use actions to pull that into my email, but if I can't create a linked field, I'm unclear on how ...

Julio, There is an import tool for Excel, written with open-source Excel VBA.  It uses the MethodAPI to grab records from Excel and import them into Method.  You just need to specify the table you want to import into and the fields you want to import. It's the same tool that users are using to import their sales leads into the ...

bsouthwell- You should be able to view customer Notes in Method but changes made to the Notes will not be reflected in QBO. You can access the Notes by clicking More Actions > Notes when in the Edit Customer screen. Let me know if the notes are not showing up for you here. -Michael

  With Method, you’re already saving time by having all your data in one place and synced with QuickBooks. But we’re always looking at ways to help you become even more efficient in your business. This is why I’m excited to tell you about the addition of our Import/Export tool in the new version of Method.   What ...

I also tried Chrome and get the same error. If I try and select to import a table from a file it gives me.. Import - Step 1: Import / Export menu Help |  Menu Integration Tools menu >> Import / Export menu >> Prepare ...

Audisho, Thanks for the quick response.  I have looked this over a bit and I've run into a potential roadblock.  I wanted to export transactions so I could see what kind of information is captured as well as the field names, but I can't find a table that I can either export transactions from or to.  Am I missing ...

Hello James,     You may have to call us on the Method support line.  1-888-925-6238 x2.  We are able to clear out the failed logins for you if you do get stuck in timeout.  It is cumulative, so if you keep on trying to log in, it will add 10 minutes to the time you are signed out for each unsuccessful ...

Hi guys, I've read the post where Method_Paul mentioned that Quickbooks invoice templates don't get synced on a changes-only sync, but do should sync on a full sync. However, I can't see our Quickbook invoice template in Method (Customers >> Invoices >> More actions >> Customize print templates). I've done as ...

Hello,    The rule does mean you need a column entitled AssignedTo .  You can do a copy and paste into the column's cell with the User name that appears on the top right of your Method screen.  Or you can go to Customize -> Users to get a list of user names.  If you don't have the column and a valid user name, ...