Method Community

Hi Wildliferemoval, We can share information between a screen and a pop up using 'shared results'. Prior to calling the 'Show Screen in Pop Up' action in your new button, you will want to load each piece of information to be copied over to the new customer record into it's own shared result using the 'Assign ...

Hello Charles,     Method does not store any credit card numbers.  You can enter a credit card number in the Method fields and it will be passed into Quickbooks with the sync.  If you enter the credit card number in Quickbooks, the credit card number will not be sent to Method.  There is an old forum post that ...

A user asked how to change the amount of decimals showing on a Money field from two to three on a report.  Rich, Click here for an article about the Report Designer that has the link to download it and also some tutorial videos of how to use it. When you are editing your report, best practice is to edit a copy of the original so ...

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 ...