Method Community

Hi rodsstuff, As per our discussion the screen is customized which is why you weren't seeing the Character Function actions in the button you were editing. I mentioned that you would need to link the Company table to the Activity table but that was incorrect. You'll only need copy the Character Function actions (one for the Email ...

Thanks Ashur. So, what is the best way for me to migrate from QBD to QBO.? I am trying to sawitch everything the cloud. Are you saying that I need to start over? Surely there is a way to make this happen without too much hassle. Thanks Bryan

Not sure why this keeps happening to you, I'm unable to replicate this behaviour. Are you able to recreate this error? Is there a pattern to it? I'm guessing it's cleared now but if it happens again then we can reset it for you. - Ashur

Hi handcrafted, The Method for QBD and Method for QBO tables/screens are different and the QBO authentication functionality does not exist on Method for QBD accounts, therefore you won't be able to sync Method for QBD data to a QBO account. Additionally, we do not recommend importing screens from one type of Method account to the other, ...

Ashur, it was the receive payments screen.

Hey guys, as you know I have had my Method account customized heavily over the last few years. I am considering switching to QBO so that everything is in the cloud and I do not have to rely on a local server anymore. We are also switching to Office 365, so at that point, all of our files and mail will be in the cloud as well. I have 2 ...

Getting ERROR:Login Failed: If you have attempted to log in several times, please wait 10 Minutes before trying again. on import screen again is there any way to reset?

Hi Mike,  If you click Show Additional info? on the Edit Activities screen, you'll see Actual Start Date and Completed Start Date. These fields populate the Last Activity field. See my screenshot below:  Jason

Hi d.vanbaale, We've seen this happen in the past when users attempted importing a large amount of records in one go. This is something we're currently working on optimizing, so if you're encountering any problems in the meantime you should import in smaller chunks, e.g. four files of 4000 records and one file of 2000 ...

Hi Ashur. I tried to finish the import. Some of the records imported but the majority did not. I recieved a message that is now gone that said that the user did not have permissions to perform the import. The user I am using is the administrator user and in the beginning of the import majority records did start import. It appears that the records ...