Method Community

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 ...

I have Assign Ref Numbers in Method?  UNCHECKED. Should Quickbooks be returning an estimate number when created in method? In the "Estimate" edit page I have: To be emailed in QuickBooks? CHECKED Wait for Sync Approval? UNCHECKED To be printed in QuickBooks? ...

We are having issues with the synchronization of customer contacts in Method and Quick Books. We have the main connect  but we cannot get any additional contact entered in method to sync with Quick Books , If we add a new contact for the customer in quick books when synchronized with Method the contact is ...

Hi, we've been using Method for a few months now and we love it. We were looking through the shared time tracking slips and see that for a specific customer there are some slips that are missing, however, in quickbooks, they are there. Why aren't all the time tracking slips appearing in method? I already ran a full sync, but the missing ...

I have a school that sells prep classes. The way I currently have them enroll in classes is to fill out this wufoo form ( https://gabrielhealth.wufoo.com/forms/z7x3p3/ ), which conveniently also has the capability of adding up a price total and collecting online payments. This information is then sent via webhooks into the CRM. This ...

When inserting a record - an invoice (header and line item) - from our main account into a tenant account, I am getting the following error: QuickBooks returned an error when adding/modifying a accInvoice record. The error was: Object "80000029-1249501594" specified in the request cannot be found. . The Request was: <?xml ...

Hey guys, as you know I have had my Method account customized heavily over the last few years. I am considering switching to QBO so that everything is in the cloud and I do not have to rely on a local server anymore. We are also switching to Office 365, so at that point, all of our files and mail will be in the cloud as well. I have 2 ...