Method Community

Is it possible to use the build-in function or app script in Google Spreadsheet to pull informatin from Method via the API? For example, in Column A we put in the SKU then in Column B we will use the function or scrpt to obtain the quantity on hand associated with the SKU. Thank you very much. Jason

Interesting thought, but would that require them to be a customer first to have access to the portal?  I want a way for a new customer to schedule an appointment and enter their basic information. Basically I want them to be able to complete the Web-to-Lead and schedule appointment at the same time.

Hi Steve This sounds like a great use case for a method portal.  This video gives some idea of capabilities. http://www.youtube.com/watch?v=qR6jaEJaZfE&feature=youtu.be&hd=1

Hello, New user here. My name is Steve. We've been a long time QuickBooks user and in finding Method can finally work with QB outside of the office. It's great.  My question is, idoes any body knows of an online appointment scheduling system. I would like to have clients make athier own appointments and enter the basic ...

I created a grid on the sales order page with drop downs threw out the grid. When I create a new sales order and enter things into the grid and hit save. It not only saves the current grid on the screen, it also saves other sales orders the same way. For example: We sell storage sheds. We normally collect a list of names/employees who have ...

Hi there again, it’s Adam from the Support Team. Today, I’m going to talk about Sharing. Now I don’t mean the sharing you were taught in school, like sharing your Halloween candy. You should always share your Halloween candy - especially with me! The sharing I’m talking about relates to how you share your Customers, ...

Perfect. That's what I was looking for. Thanks man. 'ppreciate it! I thouht they were all designed to sync

Hi Lance, Try a basic sync test by adding a fake customer directly in QB and cconfirm the change makes it's way to Method as expected. Follow up by modify info for the same customer (e.g. phone) on the Method side and confirm this made it's way to QB. Assuming the above works, the issue you are experiencing could be that you are adding a ...

My Method account is integrated with QuickBooks Enterprise 2013. When I add a new contact to a customer account in Method, the contact doesn't flow over to QB. Does anyone know why?I've ran the full sync and received now errors. I saved the contact to trigger Method Push. Still nothing. When I add an additional contact in QB it popps up in ...

Hey Charles, I may still need to probe you for a little more information before we can fully troubleshoot your scenario but here is what I was able to gather: Trying to iterate through a table using Select (which is built into the loop action) but not getting the desired results Cannot use linked table values when defining the ...