Method Community

Brian, Both Method and Active Books are third party applications that separately interact with Quickbooks, but they do not interact with eachother. Additionally, Active Books will continue to run fine with Quickbooks if you install Method, there shouldn't be any interference between them. Hope this clarifies.  Jason

Strange.  Please keep an eye on it and give us a call if it happens again. - Adam

Will Active Books still work on your platform even though it will not sync with Active Books?

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online New Activity Fixed (#4346) - Addressed issue where defaults not loading for New Activity tab. (QBD & QBO) List Builder Improved (#4173,#4215) - Improved screen wording ...

Hi Ben, John, thanks for the comments, my answer below should give you a better idea of why you had to go through this process when you converted your own account. Unfortunately there is no easy way to convert your Method account if you switch from Quickbooks Desktop (QBD) to Quickbooks Online (QBO).  The issue here is because of how ...

Hi, What you'll need to do is filter the grid to only show documents for that particular customer.  Edit the grid and go to Step 3.  Add a filter to the default filter to only show documents with the entity record ID of the logged in portal user.  It should look similar to below: As long as this filter is default, when the ...

Hi Jason, Thanks for the quick reply. I'm not sure what happened, I literally have changed nothing, but it seems to be working now, thanks!

Hi Brian, Method does not sync directly with Active Books. You can schedule and view Quickbooks reports in Method, but you cannot automate emailing them at this time. Let me know if this answers your question.  Jason

Stephen, After you assign a value to a shared result on one screen, you must use a Get Value from Shared Result action to retrieve that value on another screen. With this action you'll be able to assign the shared result to a local action result which you can then use on the second screen. Hope this helps! Jason

I had already looked at the conflicts in Method and none appeared to be related to this. Just older ones that I hadn't yet cleared.