Method Community

Hello Meghan,     I didn't see the double post, so here is the answer to your BirthDate inquiry.   In essence, yes, you can add a field to the table, call it a different name like BirthDateCamper and use it in the screen.  It won't be in QuickBooks to sync, but you can use it in customized reports in ...

My Method account is integrated with QuickBooks Enterprise 2013. When I add a new contact to a customer account in Method, the contact doesn't flow over to QB. Does anyone know why?I've ran the full sync and received now errors. I saved the contact to trigger Method Push. Still nothing. When I add an additional contact in QB it popps up in ...

Hi Blake, I did try this in my own test account, and was able to replicate the issue you mention above.  I am going to send this to our developers to see if there is anything we can do about it.  I did notice in my testing, that if I removed the sales person completely, directly from QuickBooks, then this change would sync over to ...

This question came in from Anwar: We want have customer phone number as Customer Lead Name or an auto generated number.  I can see that First name, M.I. and last names make the Lead Name automatically? Hi Anwar, Yes the Lead Name and/or the Contact are automatically generated after entering the last name of the lead using the first ...

Hey Stevie, The MergeONNextSyncTo field simply asks Quickbooks to merge the records on the next sync. The merge is done by Quickbooks, not Method. Since leads exist in Method only, and not Quickbooks, you cannot merge leads. Do some testing before you start merging so you know exactly how Quickbooks will merge the data.  However, you can ...

When is this "notification of payment recieved" sent out?  Is it only sent out if the customer makes a payment on the portal?  If its not limited to just that, what are all of the actions that triggers it?   Also, If I receive payments in quickbooks will that still email out via Method due to the sync? Finally, ...

We received this email -  [quote]I added a lead into the system and created an estimate for them. When creating, I unchecked "wait for sync approval" not realizing that it would convert the lead to a customer. Both the lead (customer) and estimate synced to quickbooks, but now when I search within my estimates the estimate that I ...

Hi Andy, Method server installations can be really tricky.  I would go over these two acticles in our Help Center for some ideas on what you may need to look for to troubleshoot. Method Server Installations Sync Engine Troubleshooting We also have 5 IP addresses that may need to be opened ...

Hi Method, I am having a few issues with the save buttons on Edit Profile screens. I need to add several fields that are not on the default "ContactsPortal_EditProfile screen. I have most of it working properly. However, (1) the screen creates a new contact, syncs it into QB but doesn't update the original. (2) it does not sync/update ...

New Method User Group starting for Non-MSPs in January 2013 James Baker and I are starting a new Method User Group in January. If you are a Method user and not an MSP and want to network with other Method Users and learn, please send me a message or email to join. We’ve asked MSP's not to join because they have their own user groups ...