Method Community

Originally I started using Method as a CRM and while I synced it to QB, I didnt really try to utilize the functionality of the QB integration until now. Here is the problem that I am having. From a CRM perspective, we enter a new Lead with the contacts information and the company address. However, if we convert the lead to a customer, this data ...

Hello, I am having difficulty retrieving Vendor > Workers Comp Expires, and Vendor > General Liability Expires.  We use QB Enterprise 12 Contractor Edition, and these fields are important to our AP dept.  Should I be looking somewhere else, or are these fields not currently found in Method? Thanks, Garrett 

Maybe I should clarify. I want a dropdown box for "Province" on the Edit Customer page that populates the BillAddrState field in the Customer table, which would be then hidden. The idea is to implement controls on the data entry for provinces. It's relatively simple to do this for new customers/accounts. But the issue I have is ...

This is a guest blog by QuickBooks Advanced Certified Pro Advisor and Method Solution Provider, Robin Hall. As Accounting Professionals, we are a bit different from the rest of the service industry. We have specific things that we need to track on our clients. As Intuit Professionals we have a different set of things that we need ...

Hi Abbie, Unfortunately you have not missed any updates on this, the ability to Ship with Fedex through Quickbooks is still a limitation with the Quickbooks SDK. -Ben

How do I do the following action on screen load, with existing customer data that may contain invalid province entries? I want to evaluate whether the BillAddrState field entry for that customer is part of a list, or, is one of the values in the province column of my custom SalesTaxCodeProvince table? I want to base some actions on whether ...

Hi Andy, You can export the Users table and that will give you the tab groups each user has access to in the Roles field.  Unfortunately, that is about as much as you can export. or generate a report for.  The roles each user has, what tabs and tablinks a role can access and such is not available in any table.  As a result, you ...

Jason, is there anyway of adjusting this without having to regenerate the form again?

Is it possible to run a report to detail the tab group, tab and screen access for each user and role? This is to eliminate the need to screen grab each tab group and tab settings page. Thanks.

Hi, We customized the Quick Books Estimate by adding a Retail price Colum, The retail price is a price list level in quick books. This has worked perfectly for a number of weeks and tonight for no reason Method Stopped adding the retail price to both the screen and print preview. If we call up an old quote the retail field ...