Method Community

Hi Krp, We've seen this problem before. Basically, something funky happened during the QB install which is not allowing Method to talk to QuickBooks correctly. Check out this link from the QuickBooks Support website. Try the first and second solutions to see if they work, if not then you'll need to go through solution ...

Hello sjk,       There is no way of converting a Customer to a Lead.  Once they are customers, they are in QuickBooks.  You will have to delete the customer in QuickBooks and Method and re-input them as Leads.       The easiest way is to export the customers who are to be leads and then ...

Hey James, Thanks for letting me know, and apologies for the delayed response, we were closed for the New Years. I have tried to replicate this issue, but have been unable to. I haven't seen this issue produced by others either. Let's get on a support call so that we can debug this personally on your account. I wasn't able to figure ...

Thanks fran for posting.  You have given some good advice and guidance. I'm still working on being fluent in the Report Designer. Just to re-iterate, Report Designer does need the fields to be on the table that the report is pointing to, to get the information.  There is a 'Retrieve Value from Table' action that can use ...

1/2/2014 12:36:34 AM Warning: Error in OpenConnectionBeginSession, HRESULT = -2147220478 (80040402); Unexpected error. Check the "qbsdklog.txt" file for possible additional information.; iContext=50 Good Morning and Happy new year, I am getting the above error after doing alot of QB house cleaning today.  I have rebuilt my data ...

Hi Stuart, Happy New Year.... Method is an awesome tool and great for the type of project you are embarking upon. You are on the right track using custom fields on your invoice lines.  this way QB can get the data and you can report on it...  But to bring in the othr attributes even from QB would require a custom reporting solution.. ...

Aloha Fran, Thanks for jumping in.  All the better.  I am relatively new to Method and fyi my background was 30 plus years designing and coding business applications for Digital Equipment's OpenVMS systems.  If I had known more about Method and the integration with Quickbooks I might have approached this slightly differently, ...

Hi Stuart, I have been following this thread between you and Greg...... Forgive me if I am coming in the middle, but Report Designer does have its challenges and I have been working with it for a bit.  It sounds like your setup is where Parent or Family is Customer and then ...

Just so I am sure to understand...it is because it is a mobile screen?  When I update my sticky note field in the desktop screen, it works as expected and only future occurences receive the new series update but not in the mobile screen.   I can probably come up with a way around it like updating just future occurances and ...

Thanks Ben. Ive done that, and they do appear on the calendar view. But when creating the new work order, I click on the "Assigned to" dropdown, the other techs dont appear. I'm trying to assign several techs to one work order. Am I doing something wrong?