Method Community

Another test W#4...

This is another test.

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Dashboards New (#4832) - Added Leads Dashboard screen. (QBO) New (#4833) - Added Customers dashboard screen. (QBD) Cheers, Michael

Hi! I could use some advice on a process, please. Our company has students who are either adults or children.  When we create a lead, we want it to be the adult who will pay for the service.  But if the adult also has a child who is a student, we need to make sure the child has the necessary information as well. If the student is an ...

Getting the following error messages via email when a lead submits using the Web-To-Lead form. Looks like everyone has the right permissions so not sure what's going on here: Your client had encountered an error with web form Web-To-Lead. This may be due to incorrect setup of the web form. The error encountered was: Failure. The User account ...

I am trying to import about 1,300 leads from a CSV file.  I'm on 'step 3: Validation,' after I clicked import. The progress bar just sits there and does nothing. It says, "your data has passed validation. Click Begin Import to continue". (I already clicked import though)t.  I clicked ...

Hi bsouthwell, We don't currently have any feature similar to memorized transactions in Method. It would be possible however to have Method create new transactions based on a previous transaction or a template.  This would need to be done through Method actions and would require user input to either click a button to execute those ...

Hi Meghan, At this point, if this still isn't working for you, I would advise you to call into the Method Support Line so we can troubleshoot this further, you can reach us at 1-888-925-6238x2.  You could also send me a private email on here or the email in my signature, include your Company Account name and contact ...

Is there a way to run recurring transactions (such as sales receipts, etc) within Method, instead of Quickbooks online??

Still having problems.  Cannot view the extra items on my previously mentioned purchase order and a new PO in both Chrome and Firefox... so it isnt a browser issue.   Any other ideas?