Method Community

Hi Faye, Using Method, you can setup mailing campaigns through our List Builder screen, however in order to accomplish what you're looking for using the current screen would require some creative customization. We're looking to add a tagging system and functionality to categorize $$$ received in early 2013 which will be a huge help ...

John, Did you hit refresh on the dashboard?  On my account, that's what I did and the WO populated. - Adam

Shane, If you click the Select link (you should see one on the left hand side of the grid), that will populate the text fields with that record.  You can then edit and save the changes. - Adam

I'm with a relatively small non-profit cat shelter that uses QuickBooks Online Essentials for our accounting system.  Because we're all volunteers, most of whom have full-time paying jobs elsewhere, we strongly prefer cloud solutions so we can do work from home as time is available.  QBOE is adequate, although not ...

Thanks

Greetings, Can you check somthiing? This is stock screens. Create a work order in the dec of method, using Sched and invoice Come up with a price, mark it as to be invoiced.  Go to the dashboard and do a date range of when you just created that one WO. See if anything comes up.  I could not get the dashboard to work at all for ...

Use "Name", not "FullName". FullName is read only, and represents Customer:Job, like "McDonalds:Main Street". Paul

I am getting ready to import data into Method but don't see field for Customer Name so I am assuming FullNAme populates Customer Name in Method and is the field Customer Name in QB.  Is my assumption correct?

Josh, this sounds like the opposite of what Method is designed to do.  Generally speaking, Method is only looking at "current" QuickBooks data, and it wasn't intended to have years of transaction history in it.  Also keep in mind that not all data ia allowed to be synced from QuickBooks to Method, so keeping the ...

Sorry for the hurried post above with bad spelling.  I did what you said by going to view and got ahead of myself as I saw my dropdown items and thought I could edit them.  Howeever,  I do not see how to edit.  I am trying to change text in one and add another but does not seem to allow me to do so.  I have also ...