Method Community

Thanks again Adam. It's a bit confusing because you have two areas where you can enter time, but only one screen allows materials/product entry. That weas the missing piece. Keith

OK, let's see if I get this straight: I create a new lead that will act as a parent I create another new lead that will be a job of the parent by using the field you identified Upon assigning the job to the parent, the lead will become a Customer In my Edit Customer screen I have a grid that shows all jobs (subaccounts) based on the ...

Hi MikeB,  You can assign a lead as a job of a customer. Simply edit the lead and select the parent customer in the Job of Customer dropdown menu as in the screenshot below. I believe what you are asking though is if you can assign a lead as the job of another lead. You can do this in the stock screens by selecting ...

Got it to work

Our customers have subbacounts (ie. QuickBooks Jop Names) whose "Types" are either "Main Account" or "Staff". These are housed as distinct rows (each one has a Record ID) in the Customer Table. I realize that within the Leads environment, it's possible to create "Contacts", and when the lead is ...

Hi Keith, I don't think you can specify the item type in QBO.  You can select the type of account, but not the type of item/service.  If you click on Details next to the "On Invoice" checkbox, this will bring up the job costing screen.  From here you can enter your estimated hours and your cost info. Hope this ...

Hi Martin, Please email me your Method Company Account name along with your contact number so I can reach out to you. - Ashur

Hi I would like to do a full reset on method as we will be using a new company file and do not need it to remember any info. Could you please give me instruction on how to do this. Regards, Martin

Thanks Adam. Yes, I am aware of the check box to keep the items from showing on invoices, thanks. In your example, you are showing service items. What about products. How/where do I enter actual product usage? Do I have to marke the p[roduct as an inventory item in QB? I just don't see anywhere to add actual product usage and ...

Nick, Could you enable the MethodSupport user by going to Customize > Users and making sure the checkbox next to the MethodSupport user is checked.  Then email me your Method account name and the user that is having the issue and I can take a look. Hopefully I can find what's going on. Thanks, Adam