Method Community

Ok, I have been using Method for a few weeks now.  It's time I select a CRM.  I've evaluated Salesforce for Quickbooks, and it was working until Intuit decided to pull out their support for the Sync manager and Salesforce.  I am looking at Zoho, but it seems weak in the area in customizing to my needs. Thus far, I really ...

I currently use QBooks Online to email my invoices. After creating the invoices and saving them, I filter the transactions by date and email them in batches. I realize that once I change the QBooks contact list through uploading to method, my ability to email invoices through QBooks will be impared - as I will only have one single email address ...

As partners...you really should work this out with the two that are on the list because this hasn't been smooth with the partner host not aware of the added step on your end with setting up roaming.  I'm not really able to find any documentation on it although I do recall seeing it at one point so I had nothing to show ...

Hi there, Would it be possible to create a link between Items stored on estimates screen to a custom screen? I am trying to make it so the items that are logged for customers on estimates screen have a direct sync to a screen that I have created so we can sort through items, vendors, customers etc.  An ...

Is there a way to exit a form without saving?  We have had problems with reps having sales orders or invoices open in method after they sync to QB.  In order to exit they have to save.  Sometimes, the form has been marked up in QB and the save process undoes the markup in QB.  How can we avoid this issue?

Hi Dave, To do this, I recommend filtering out all of the estimates with a status of "draft" from the grid on the ContactsPortal_Home screen. Since this is a default screen you can't edit it directly, but you can make a copy, and then replace the original screen with the copy. To do this, edit the grid on the screen ...

Hi Issam, My apologies for the late reply. Unfortunately you won't be able to link Work Orders to Vendor Bills since Vendor bills do not sync to QBO. This is why the Bill screen is hidden on a new Method for QBO account and also why you can't find the BillLineItem table in the tables list.  There have been some updates to the Inuit ...

Hello Meghan,     I didn't see the double post, so here is the answer to your BirthDate inquiry.   In essence, yes, you can add a field to the table, call it a different name like BirthDateCamper and use it in the screen.  It won't be in QuickBooks to sync, but you can use it in customized reports in ...

My Method account is integrated with QuickBooks Enterprise 2013. When I add a new contact to a customer account in Method, the contact doesn't flow over to QB. Does anyone know why?I've ran the full sync and received now errors. I saved the contact to trigger Method Push. Still nothing. When I add an additional contact in QB it popps up in ...

Hi Blake, I did try this in my own test account, and was able to replicate the issue you mention above.  I am going to send this to our developers to see if there is anything we can do about it.  I did notice in my testing, that if I removed the sales person completely, directly from QuickBooks, then this change would sync over to ...