Method Community

Hi Irandall,  For issue 2, please check your computers and browsers regional settings. When the invoice report gets generated, the fields in the report designer uses special formatting settings which will pick up the browsers regional setting and will use the currency for the region.  I hope that this helps.  Ronen

Hi bbullins, Is this happening on a customized screen or an original screen? Can you please hover your pointer above the "Edit (Customer Name)" link and tell me what it says? Ronen

 The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online New Customer New (#3162) - when creating a new customer you can now make that customer a sub-customer just like you can in QuickBooks Online (“QBO”).  Previously this was not ...

Hi JoF, The SDK (Software Development Kit) from Intuit, only allows specific information from Method to be sent over to QuickBooks. Method has fields that were programmed to pull in information from your QuickBooks company file. Any custom fields that you create in QuickBooks Online as well as the data in those fields, will not appear in ...

Hi bbullins,  If you are changing the "Customer Name" field for this customer to a customer name that already exists in QuickBooks and Method, then that is when you will get this error message. You are able to change the "Contact" field for this customer, but the "Customer Name" field is unique, so that is when ...

Hi Irandall, For issue 1, you can all the support line at 1-888-925-6238 and press 2 for technical support. I will be able to help you solve that synching issue with the customer.  Ronen

For anyone else following along, I meant to say we released the first version of the document screens in March 2010 not March 2012.  Sorry about the confusion.   Time to head for the espresso machine.

[quote user="pdirect"] I wish I could hide the tab.  I believe the support user is already enabled. [/quote] pdirect - can you please try to delete the tab again from the tab group in your account?  This issue should be resolved now. Danny 

I'll create a ticket internally and get this looked into for you. As for storage limits, you can check it out in the link below that details what Method CRM includes.  Currenly each account is allowed 250MB however this might increase in the future.  Keep an eye out on the blog release.  As a heads up, we haven't begun to ...

Correction - we released the first version of this in March 2012...not March 2012.