Method Community

Hey Guys, Getting up to speed on working with the API over here... just one issue we're having at this point is that the desktop sync function is not working or I'm syncing the wrong (or not enough) data. Created a new customer via the API with all required fields & more. Everything looks good... even tried syncing both the Entity and ...

Hello, I installed the codec and can, in fact, view every other webinar except this one (including the Introduction to Customizeation Screen).  I can hear this webinar... but the screen is black.  I'd really like to see this webinar. Suggestions? Thank you! Meghan

Hello,      When you enter the credit card number in Method, it is stored temporarily until the sync happens.  Once the sync occurs, Quickbooks will get the credit card number.  It will then send either a blank number or X'd out number back to Method.  This depends on your setting in Quickbooks, summarized ...

I am importing new leads into Method from an excel spreadsheet.  I'm still a new user so I have only done this once before.  So right now I just have one group of leads in Method.  I have 2 more lists to import.  I need to be clear how when I import new leads, to keep them seperate from my other leads.  Are assigning ...

Hi Antonio, I was able to recreate this error by selecting a template that wasn't related to a purchase order (eg. an invoice or estimate template).  Is it possible you selected a template that isn't for purchase orders? - Adam

Hey Greg, Okay--just so I'm clear on this... when a credit card number is entered in Method, it essentially syncs back to QB and is removed from the Method database? I entered one yesterday and it was available, all digits, as much as 15 minutes after entering but I think my sync manager may have been on pause. Just wanted to ...

Hi there, I am going through twhat seems to be a similar problem with the Putchase Order screen. I get a conflict on the Resolve Conflicts Screen, with error: "The Custom Style associated with this txn not compatible with this txn." Is it possible that the same would happen with the Purchase Order? Or is the sync engine ...

I'm just getting started so forgive me if this is a no-brainer. On the gmail gadget,, We will have a few staff members that need to see customer balances, but not vendor balances. And vice versa.  Is there a way to assign what they can and can't view to roles?

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 ...