Method Community

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Document Links New (#4413) - added SmartVault ‘Fetch’ support for Estimates and Invoices (QBO) Edit Customer New (#4413) - added SmartVault ‘Fetch’ ...

Hey Ecoxotic, I've tested this issue by creating a simple web form with the LeadSource field. In the Edit Field Description prompt, set the Default Value to 'Web', click the Hidden checkbox, and update the field by clicking Update. Lastly, click finish to save those changes. I've attached a screenshot of ...

I see that the screen CRMQBO_EditCustomer was updated but I couldn't figure out what had changed and it wasn't listed in the online release notes. We have modified this screen for our application and I want to know what changed so I can determine if we should update our screens.

Hey Grif, Method is able to create leads from your website using the Method Web Forms feature. This is located in under Customize -> Integration Tools -> Method Web Forms. The Basic Web-to-lead form will allow you to generate leads from visitors without the need for them to create usernames or passwords. They just fill out the form on ...

I am trying to post new leads from my website without having to create a user name & password.  Is this possible or am I missing some thing. Grif

Everything on our lead form works fine except for Lead Source.  I have tried adding it as a hidden field and a select list but neither one works.  I want the form to submit new leads and include the lead source = web. http://www.ecoxotic.com/community/dealer-locator/ecoxotic-dealer-interest-form

Hey d.vanbaale, You'll be able to take advantage of Advanced Inventory using our new Sync Engine, however, it's still in testing and is yet to be officially released. Once it's available you can download/install it then utilize those fields. Keep your eyes open for updates on our Blog and Release Notes pages. - Ashur

Formation QB,  Can you send a screenshot of the Generate Report actions for both reports? You may be overriding your chosen report with another report chosen in your PreferenceMethod table. See what I mean with my screenshot below.  Jason

Hi Brian, There's no one-way-only sync available as that would defeat the purposed of our Sync Engine. You can, however, prevent most transactions from being synced over to QuickBooks by utilizing the Wait For Sync Approval? option. For other types of records you would not want to be modified and synced from Method, you can edit your ...

Hi, We've seen this come up recently with a few users.  I believe its something to do with a QuickBooks update but it seems random as only a few cases have been reported.  The key error is the "QBXML components have not been installed".  If you go to this link, you'll see a couple of suggestions listed.  The ...