Method Community

Intuit Anywhere is a new way for you to connect to your favorite apps, like Method CRM, to QuickBooks Online.  We first blogged about this in June and are now ready to get you started on IA. Switching to Intuit Anywhere Step 1 Make sure you can sign into Method CRM directly, without using QuickBooks Online.  Go to ...

It's no secret that we've been working on a QuickBooks Online version of Method CRM for some time now.  We announced that we were working on it at Scaling New Heights in May to our Method Solution Providers. We were then highlighted by Alex Barnett from Intuit with an early version using Intuit Anywhere.  Finally, we entered ...

Today we launched version 1.0.0.190 of the Method Integration Engine (the sync manger for QuickBooks integration).  This is this first big update of QuickBooks synchronization in over a year and I think you'll agree it is worth the wait.  The following QuickBooks transactions will now connect to Method, regardless of their ...

Our company is all about systems. We are fanatical about them. We maximize as much efficiency as we can out of our team and waste no time on tasks that can be automated.  How else do you think a small 13 person company could pull off a monster project like Method while still maintaining our existing brands?  Blood and sweat will only ...

If you take a look at the Intuit Marketplace, several applications state they have “syncing” capabilities with QuickBooks.  If you have ever shopped for an add-on to QuickBooks, you know that the degree in which these third-party applications can sync with QuickBooks varies depending on who created the application. The QuickBooks SDK allows ...

[quote user="Jeff Douglas"]How do I resolve[/quote] I'm looking into your issue and will reply via email with more details.  ~C

Hey Alex, I was able to replicate your issue:  I have created a ticket for our development team, I can't give you an ETA but I'll keep you posted in this thread with any updates I receive from them. A workaround you can try if you really do have to change it: take a look into setting up a Virtual Machine. Let your QB ...

I have been speaking with my Method Acct Rep.  She said that there isn't an actual document for a Sales Order that will convert over to QB if you use QB Online Plus.  I don't really need it to.  I just need a physical copy of a Sales Order, but I want it converted from an Estimate so I don't have to refill everything ...

Hi, I have a question about LinkToPurchaseOrder field in BillLineItem Table. This field actually is RecordID to purchaseorderline table (according to the tooltip of that field.) However, if I want to add some linked field via this "LinkToPurchaseOrder", I can not see all fields, just some linked RecordID. However, if I add my own field ...

I'm currently having an issue creating customized screens. The only thing I've attempted is to copy an existing screen - I've made no changes whatsoever, and I still get this error:  ERROR: It appears the screen is currently out of sync. Please try logging out and back in to Method. If this is a custom screen, you can ...