Method Community

Andy, Have you tried with a Standard Web-To-Lead form to see if it works? In your screenshot, I noticed that Activity - Entity is in step 2, but in the formula you reference the Customer - Name field in step 3. The web form will save in order so there might not be a Customer - Name value created yet when you are trying to reference it ...

I don't know if it's International version or not... it doesn't make any mention of that anywhere. Just Quickbooks Online Plus. I just heard back from a similar post I made on a Quickbooks forum and heard that the Online version does not support this sort of advanced autofill. But looking into the Customizing options on Method, it ...

Hi John, While you can apply the payment terms at the invoice level, the discount as per the terms won't apply until payment.  Therefore, the invoice won't show the discount.  To add to this, QuickBooks Online (QBO) does not actually have a mechanism in place to apply the discount upon payment.  See this article here ...

I can confirm that my forms contain the Entity field...

New user here. I'm getting settled in to the basics of Method, and really like your available resources, but can't find the answer to this one: Any New Transaction (Invoices or Estimates) that I create do not generate automatic Discounts or Tax as specified by the Terms. I posted a picture of the test case below... As you can see the ...

Hi S, The PayPal Beta testing is up and running.  When you attempted this, were you signed into the August version from the Method Login Screen?  Refer to the screenshot below to see where this option is: -Ben

If you are unable to find the field in the QBO API Reference, than that means Method does not have access to that table/field.  This appears to be the case for the QBO Location Tracking feature, as I haven't been able to find it myself.  If I get any further information regarding this, I will make sure to post it in this ...

Hi there, according to this blog post: http://www.methodintegration.com/method/kb.aspx?folder=methodcrm&article=PayPal-integration&id=334#main3 ... PayPal should show up as an option in the payment gateway as of last Tuesday, but I'm not seeing it there. Was this postponed? Thanks, -S

Hi John,  Currently Method cannot sync sales orders with Quickbooks Online (QBO) like it does with Quickbooks Desktop (QBD). The error seems to be referencing a screen that is stock in a Method for QBD account though. Did you copy this screen into a Method for QBO account?  Jason

Hi Mike, Sounds odd! Can you email me the screen you are talking about and make sure the MethodSupport user is activated? I'll sign in and take a look.  Jason