Method Community

After syncing with Quickbooks I have been doing some editing/removing some of the customers from our database. When I try to delete the customer using the "more actions" tab under the "additional info" tab, I go back to the main customer list and the customer shows up as if I did not delete it. When I click on the "go ...

Hey Kenneth, The Location Field in Outlook doesn't map to an actual Customer address in Method because Activities are based off of Contacts, not Customers. If you look at the New Activity screen in Method you'll understand what I'm referring to, and also notice that there are no address fields to. You can keep doing what ...

So am creating some portals for users to login to access info and if I log in I want to show some extra tags if its me an administrator. On the tab links screen I can assign roles that can see certain tags I just have administrator set for the tags I need but any portal user is still able to see those tags. I am missunderstanding this ...

Hello Jule, Quickbooks and Method do not share custom templates for printing or emailing. However, you can accomplish the same type of workflow by utilizing Method's print and email templates. At the bottom of the New/Edit Invoice screen click More Actions... Select Choose email template to set the email ...

Hey Marcelo, Unfortunately, the invoice needs to by synced to QB for your tax item field to auto-populate. If you have the "Wait for Sync Approval" checked, manually select the tax item, click "Save" and then click on "Print Preview.  -Kalvin"

I am having the same problems as this user... I can't figure out how to properly use Campaigns and have started to wonder if it's a bug in the application. I guess I'll start with a few questions: 1) Is it possible to have a single contact associated with multiple campaigns?  2) If so, how should I add a contact to a ...

Good day,  I’m working with the outlook plugin and trying to simplify my appointment process, it’s going ok but for some reason the drop down for "location format" does not give me any way to add a location or field to pull a location from? any updates or ideas on this?  Also, I’m creating work orders ...

If you look at the first post that was my origional question, I would like to print the invoices before they get syncronized, is this hard to costomized?

I figured it out, thanks...

I have two different invoice templates in QB.  One for a "to be printed" invoice that prints on a preprinted form and only prints the data.  It is called "Preprinted Invoice".   The other is for email invoices and prints our logo, address and all the data.  It is called "Invoice with ...