Method Community

Hi There, If you have Inventory Tracking enabled in QBO - We actually already sync with the 'QuantityOnHand' field within the ItemInventory table. You should see that information when opening up items - Further, we are also working on building out apps to sync with Vendor Transactions (eg. Bills PO's etc...) but we dont ...

Hi Josef, This should be possible - but would require some fairly extensive customization. Firstly - You would need to identify These Customers as belonging to a particular Reseller (Perhaps by using a Sub:Customer/Job relationship) which may involve a re-working of your existing workflow. Its certainly the easier option to just include ...

Hi Mahlon, We dont have a definite ETA on the implementation of this one - But it is certainly something we are looking to roll out. We are hoping to address this in the coming Months, likely sometime in Q4 2016. Thanks Mahlon. -Ben

Hi Alex, If you press the 'Delete all' option - Yes, all of these records will be removed from QuickBooks also. If they are infact just being archived, I would recommend you just use the 'Clear' option - and wait for the next full sync to run. At which point they should dissapear. Thanks Alex. -Ben

Hi Alex, Its likely these 'ReceivePayments' transactions are falling outside of the Transaction History date - and are getting archived within Method. On your Sync Preferences Page (under QuickBooks tab > Synchronize > Transaction History) - You can set how far back Method will remember 'closed' ...

Hi Francesca, The CRM_Search_Customer list on the stock screens is intended to be called as a Popup Window. The Popup window , and the 'Select' Button contained on the grid - assigns the necessary Record ID into a Shared Result, and then Closes the screen. Its the Customer and Contact List screen (where you orginally called the Popup ...

Happy to help! Let us know if you needed anything else to get you up to speed  -Ben

Hi there TractorToolsDirect, Was there a Reason why you werent using Group Items? Group Items enable you to add multiple individual items by inserting just the one 'Group' item into the grid. You can add group items under the QuickBooks Tabgroup > Lists > Items > New Item > Group. If this doesnt work for ...

Good Morning Mahlon, We are still on track for pushing this fix in the next release (early next week - Aug 2/3) It is currently going through some final testing on our end. -Ben

Good Morning Maureen, The Route menu allows you to either create a new route group or choose from your existing routes if you've already made them. This is essentially another way to sort the work order grid: by assigning multiple work orders to the same route name, you can find all the work orders pertaining to that route quickly and ...