Method Community

I have a Google Apps for business account. Last year I migrated outlook.pst to the cloud using Google Apps Mgration, Google Apps sync and Google Calendar Sync. Afterwards, I added the Google Gadget (the purpose of this whole exercise). This arrangement works great with my desktop, Method, Droid and iPad.  It looks like ...

Hello shayaknyc,     This is more towards an accounting question, but I can help you out.  You can create an invoice for the client and re-create items for the images.  You can also create credit memos for the customer if you want to take away from the amount they owe you.      We do have a ...

I created  button that exports the contacts grid to excel but I am receiving and error message after I click on download excel report (see below). I need to fix this asap because I am working on a project. Belw is the error message I am receiving. Please advise how to correct this. Thank you Your file is ready to be downloaded. ...

Sorry for the confusion.  I am in the Customer Edit Screen. I have added field names that are in the customer screen into the contact screen like the salutation, middle initial, & suffix fields.  These fields are not linked together between the customer screens side and the contact screen side - like the first name, last name, ...

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Hi Vicki, I'm a bit confused by this statement "I have added fields that are in QB but are not linked by the QB interface".  Are these QB custom fields?  If so they should be available in Method. If they are Method only fields, there would be no way to put them into QB. If you have fields that are both in the Contacts ...

I am looking to make changes between the Customer Edit screen and the Contacts screen - as the change are made in one screen they flow to the opposite screen.  The information is coming from two different tables.  Some of the fields are linked via QB but I have added fields that are in QB but are not linked by the QB interface. ...

Hi, This is all really dependant on where the QuickBooks file is.  If you have both files on the same server, the sync engine will load and connect to the appropriate account.  If you have two Right Networks servers, each with a file, then you'll need to have the sync engine installed on both servers. - Adam

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Estimate Fixed (#1008) - Addressed issue of duplicate items when creating Sales Order that contain group items. (QBD) Sales Order Create Invoice Fixed (#1008) - Addressed ...

Hello,     You wouldn't be able to modify the value from an email template you send to customers.  The fields on a template are merge fields.  You can retrieve the data from the database for the templates, but you can not send data back.  What you can do is give the user a link to the portal and have them log in ...