Method Community

Hi Shawn, I tested this out and the calculations are consistent with QuickBooks.  I believe what you might be seeing is the difference between how Markup and Markup% are calculated.  While Method has an amount field, this is actually the total for the estimate line.  The amount field you see in the screen below is the actual amount ...

Hi Shawn, The estimate line amount value is done with back end calculation.  Which version of QuickBooks are you using and which region (US, Canada, UK....)?  - Adam

Hi Blake, As far as I'm aware, we don't support Google Voice, but I'll check with the team to confirm. I'll also see if there are any plans in the future for this and report back. - Adam

Great to hear Vicki!  :)

Hi Sharon, The plugin should not really interfere with anything. Both the gadget and the plugin interact with Method and vice versa and give you the ability to do things on the fly. Remember that the plugin works within Outlook and obviously you need to be in Gmail to use the gadget, so I don't see how you could overlap and enter activities ...

Hi Vicki, What I would do is create the same field in both tables, then put actions in to update the field in the other table. For example, if you are in your Edit Customer screen, add actions Update record in Table to update the contact in the Contacts table using the EntityRecordID of the customer and SpecialType as contact. Conversely, ...

Hi Haiden, I'm going to try to aswer each of your questions individually. "How does this get impacted if there are multiple QuickBooks files beginning used with separate Method accounts for each?" You can have multiple QB files installed on the same computer. The sync engine will launch for the right account when the ...

Hi Vicki, I'm a bit confused by this statement "I have added fields that are in QB but are not linked by the QB interface".  Are these QB custom fields?  If so they should be available in Method. If they are Method only fields, there would be no way to put them into QB. If you have fields that are both in the Contacts ...

Hi, This is all really dependant on where the QuickBooks file is.  If you have both files on the same server, the sync engine will load and connect to the appropriate account.  If you have two Right Networks servers, each with a file, then you'll need to have the sync engine installed on both servers. - Adam

Hi Shaya, I created a case and reached out to you. When you have a chance, please give us a call at 1-888-925-6238 x2 so we can look into this with you. - Adam