Method Community

My company does small jobs for major companies. We bill the major companies for the work on their customers. I am trying to eliminate double data entry. I need to know basic step by step procedures for setting up customers and work orders in the field service section of method, so when the order is complete and we input the times for the service ...

Hi LJR, It would be difficult for us to know exactly why your transactions haven't recently being syncing over without more information.  For starters, I would suggest checking your Conflicts, by going to Quickbooks->Resolve Conflicts, and see if these transactions that aren't syncing over show up here.  I have provided ...

LJR, Click here for a breakdown of the differences between Method CRM and Method CRM Pro. The Report Designer and Quickbooks sync will work fine on Method CRM. You won't be able to do any advanced customization though (ie. creating tables and dropdown lists).  Jason

Hi LJR, I have a slight update to my last post here, we actually have a Beta version of the Method Integration Engine that has the ability to sync with some of the Advanced Inventory features, this includes bins and serial numbers.  However it would require some customization in Method, as well as a different installation of the ...

Hi LJR, Method currently does not have the ability to sync with the Quickbooks Advanced Inventory feature.  3rd party applications are not able to access/sync with this information from Quickbooks, this will likely be available in the future. -Ben 

Hi, I have realized that my METHOD is not properly syncing with my Quickbooks company. The PUSH METHOD is OK, but the transactions are not posting since almost 1 moth back, and in the Account details I can see that the last FULL SYNC was August 27, as well as the last CHANGES SYNC was August 28th, therefore the files syncing properly, main ...

Hi, I need to know if the CREDIT MEMO provides: A) Refund: Money Return B) Product Return: Affects the Inventory levels (Adds) We have two (2) different functions of CREDIT NOTES or CREDIT MEMOS, one is to provide the customer a refund in money (Write Off) which is basically a credit to its account, and the other is to process a product ...

Hi, I need to know if METHOD CRM and METHOD CRM PRO support "Advanced Inventory" features. We are looking to create multiple inventory locations, but do not know if any of these versions support it. Your soon response is highly appreciated, LJR

Hi, I am currently a PRO user, however believe that METHOD CRM package is enough for us, so please help us solving this doubt by confirming that METHOD CRM is capable of the following: - Report Designer - Quickbooks Sync (All Transactions, Inventory, Items, Customers, Accounts, etc. ...... Bi-Directional Sync) - Customize Screens, Tables, ...

Hello Method Users, We are curious if anyone had any addtional feedback to our PayPal Beta trials, which started towards the end of August.  Even if you weren't a PayPal Beta tester, but have been using the newly added PayPal Payment option, please email any feedback to us at ...