Method Community

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 ...

I am getting the following errors. The sync was working fine until last friday. How do I fix? 6/17/2013 1:09:51 PM Warning: Error in OpenConnectionBeginSession, HRESULT = -2147220478 (80040402); Unexpected error. Check the "qbsdklog.txt" file for possible additional information.; iContext=50 20130617.130951 I 6088 RequestProcessor ...

Is there a way to setup the Quickbooks sync so that is syncs everything to Method CRM from Quickbooks.  But if changes are made in Method we do not want everything to Sync back to Quickbooks.  For example we do not want invoices changed in Method and we definitely don't want any changes updated from Method to ...

On my SO Screen I would like to be able to view in PDF (and eventually print) as a Sales Order (with prices) and also as a Packing List (without prices).  I have the two Reports created in my account.  I created a second Preview button on my screen but I see either the Sales Order or the Packing List on both buttons.  One is linked ...

Hi Dimm!  You can set up activity reminder emails, but at this time they can only be sent out 15 minutes before the due date. We are currently revising this for future versions of Method. There are a few things you need to check to make sure they are being sent: 1. Go to Customize>Tables/Fields and click ...

Is there a way to access the Serial/Lot number data in QBE 13 Advanced Inventory?

Hi Method Team! I'm using demo version Method CRM and i want make reminder for activity. I've new type of activity, for example "Send approbation case". Then i've done new activity, set Due On and Due Ending. I want recieve email reminders: - before 3 days the Due Ending; - before 3 hours the Due ...

"June" version now available The following updates are available on the staging site, as of June 14th.  You can access the June version by clicking "Switch to the June Version" when you sign into Method. Improvement: We have added behind-the-scenes support for MailChimp integration. This won't be made available on ...