Method Community

Mary, Thank you.  The companies were initially setup as physically separate companies with separate EINs so we cannot mix them in the same file. I understand how to use QB to track different divisions within the same company,that is not an issue.  Thank you for your time in responding.  We are currently thinking we dont need to ...

Each Method account can only ever be linked to one unique QuickBooks file.  If you have multiple QuickBooks files, you will need multiple Method accounts.  However you can create a multi-tenancy relationship between different Method accounts, so that you can look at the data from multiple Method accounts together, which would give you ...

In my business, I tend to get work from property management groups and apartments. I want to set up the "Job of customer" area to work easier.  What I have done so far: In most customer screens and new customer screens I moved the Job of Customer box to the main tab below company name. I have also created a button on these ...

My company has a couple of divisions but they are set up in QB as separate companies.  Are we able do a separate company file using the same Method logon rather than having two separate Method accounts

Hey Guys, We're looking to switch payment processors from QB to Paypal & wondering... how does the CreditCardNumber field work in the Customer table? Is this the number that will be used to process Paypal transactions? Is this data encrypted? Are there any limitations or rules to how this data is updated or retrieved via the API? Thanks ...

Hi Francisco, Activity comments within Method are stored as HTML text.  This allows users to change the formatting of comments (e.g. font colour & size, text alignment, etc).   The HTML editor used to enter activity comments automatically adds HTML paragraph tags to the text.  Behind the scenes, a comment may look like ...

I have activated the MethodSupport account.  Looking at the screen, you should see both the old custom fields as well as the QB fields for Workers Comp and General Liability.  QB has a process that uses these fields to alert users not to enter bills and credits for Vendors whose insurance has expired. Let me know if you ...

Email sent, thanks for the help

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Receive Payment Improved (#4577) - Added prompt to ensure a payment gateway is selected when trying to process a payment. (QBD,QBO) Cheers, Michael

Hi... this is just a test post on the new site.