Method Community

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online New Document Fixed (#3279) - when clicking the upload window closed, if no document was uploaded the “Name” field would show a “-1”.  This was caused by no document ...

@James - I saw this comment you wrote to Paul yesterday: [quote user="jnoneiliv1"]I don't see the fix to SalesOrder_CreateInvoice though?  My account shows the Full Blown Method version of this screen as April 13, 2011.  Maybe there's an update to this screen that I don't have?[/quote] I think I know why you ...

Katie, In your email, can you also include an example of where this is incorrect in your account?  This way we are able to see the same thing you are and try and see what is happening.  Thanks!

Katie, Can you please also enable to "Method Support" user in your account?  This can be located under Customize > Users.  

Katie, Can you please email method@methodintegration.com with your company name and refernece this forum post?  I'll take a look at this for you.  I just tested this in my account and it seemed to be working fine.

Katie, Only stages that have the category of "Open" will appear in the pipeline.  Selecting stages with a category of "Closed Won" vs. "Closed Lost" really only affect reports you wish to generate down the road.  For example, if you wanted to run a report for all the opportunities you lost in ...

Hi viret56, These conflicts can prevent the sync from completing. This specific conflict you are referring to is coming from QuickBooks and you need to follow the instructions given in the message to try to resolve the conflict. For this specific conflict, deleting it will permanently delete the record from Method. Retrying will attempt to send ...

Hi wmousseau, When you log into Method with the regular sign in, that is when you can make changes to a regular screen. You need to go to  Customize>Screens, and click on Copy for the  FieldServiceMOB_WorkOrders.  In the wizard, make sure that you select This Account in Step 1 of 3: Choose Screen, the new name of the screen ...

Hi MikeB, To answer your questions: [quote user="MikeB"]Can I do it through Method?[/quote] From Customers>Customers and Contacts List, select the customer and under the Additional Info section, you will see a dropdown for the Job of Customer and this is where you can make your changes. In your case in Method, select the ...

Hi AllFloridaBeeRemoval_Richard,  I have an update for the post. Please refer Here for the solution for this issue.  Ronen