Method Community

This question came in from Anwar: We want have customer phone number as Customer Lead Name or an auto generated number.  I can see that First name, M.I. and last names make the Lead Name automatically? Hi Anwar, Yes the Lead Name and/or the Contact are automatically generated after entering the last name of the lead using the first ...

Hey Stevie, The MergeONNextSyncTo field simply asks Quickbooks to merge the records on the next sync. The merge is done by Quickbooks, not Method. Since leads exist in Method only, and not Quickbooks, you cannot merge leads. Do some testing before you start merging so you know exactly how Quickbooks will merge the data.  However, you can ...

When is this "notification of payment recieved" sent out?  Is it only sent out if the customer makes a payment on the portal?  If its not limited to just that, what are all of the actions that triggers it?   Also, If I receive payments in quickbooks will that still email out via Method due to the sync? Finally, ...

We received this email -  [quote]I added a lead into the system and created an estimate for them. When creating, I unchecked "wait for sync approval" not realizing that it would convert the lead to a customer. Both the lead (customer) and estimate synced to quickbooks, but now when I search within my estimates the estimate that I ...

Hi Andy, Method server installations can be really tricky.  I would go over these two acticles in our Help Center for some ideas on what you may need to look for to troubleshoot. Method Server Installations Sync Engine Troubleshooting We also have 5 IP addresses that may need to be opened ...

Hi Method, I am having a few issues with the save buttons on Edit Profile screens. I need to add several fields that are not on the default "ContactsPortal_EditProfile screen. I have most of it working properly. However, (1) the screen creates a new contact, syncs it into QB but doesn't update the original. (2) it does not sync/update ...

New Method User Group starting for Non-MSPs in January 2013 James Baker and I are starting a new Method User Group in January. If you are a Method user and not an MSP and want to network with other Method Users and learn, please send me a message or email to join. We’ve asked MSP's not to join because they have their own user groups ...

Hi Matt, Welcome to the Community Forums! Not sure exactly what you mean but it sounds like you're under the impression that Outlook contacts are synced with Method. If that's the case then there's no need to worry as Method only syncs with QuickBooks. Our Outlook Plug-in can sync Appointments/Activities with Method and you can add ...

Am I able to add an invoice by inserting a new record and then it will sync with QB? OR is it more complicated, I came across this in the API docs However, in some circumstances it does not, especially on transactions (for example Invoices) that require line items (such as InvoiceLine). In those scenarios, you would first ...

[quote user="andrea"]Any chance this is due to archiving the QuickBooks database?[/quote] Very likely - depends on your options when archiving.  I know there is the ability to remove old transactions and lists that aren't being used - when you do this Method has no way of know they were archived. [quote ...