Method Community

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 ...

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