Method Community

Hi Chris,  Good news! This has been fixed on the latest version of Method. Thanks for posting about the issue.  - Jason 

Hi Ben, Any custom fields created in Method cannot be synced over into QBO.  You should also note that not all areas of Quickbooks Online are available through the Quickbooks API.  This means that developers cannot access these areas of the Quickbooks Online database to sync and alter.  This goes not just for Method ...

I am working on the time sheet entry screen, and I added a drop-down field for "Location," as it is reflected as an option to add which location a service is provided in.  However, I am having a tough time getting Method to sync with QB Online to reflect which location a service has been provided in.  This field should already ...

Has anything else changed on the grid?  What happens when you make a copy of the invoice screen and just make the caption changes, do they go through?  I'm wondering whether something else in the grid has changed in the grid that's not allowing you to save.  Can you also try regenerating the Invoice and InvoiceLineItems ...

An email came in from a user: How do I change the currency symbol for one field on the Estimate print preview?  This must be done in the Method Report Designer. Open the Estimate report and click on the small white arrow on the correct field. Click the three dots button next to Format String. The ...

Hi, Are you uploading a new document or linking an existing one?  If you're uploading the document from the opportunity screen, it should be linked to it automatically. On the stock screen there is no ability to link the opportunity if you're uploadind a new document. If you're linking a n existing document, the ...

By Mark Evans Mark is a Toronto-based tech blogger and startup marketer. He sat down with Rodolfo Novak to learn about why he joined Method and his plans for the coming months.   Without a doubt, it has been an exciting couple of months for Method. It kicked off the year in style and generated considerable industry buzz by raising ...

Andy, Good to hear.  We're here if needed.  :) - Adam

Thanks for the reply. Think I was getting mixed up with items, groups and inventory items. Managed to decypher the interaction and it seems simple now.

i'm having issues uploads docs from the edit opportunity screen.  i'll go to an opportunity and change update the status to closed won and click save. then i'll click on the document tab (the small one towards the bottom) to upload a doc.  i go thorugh all the steps and choose the opportunity to link it to and sometimes it ...