Method Community

  All active employees synced from QuickBooks have already been turned into users. Why do I see this message when I select "Invite Existing Employees"?  We have 5 Method user accounts and 20 employees.  I verified that the employees show up on the Employees tab in Method.  They have been in QB for a while.  I ...

I'm doing some testing to make sure I understand how the looping through a table works, and it doesn't seem to be doing what I think it should do.  Hoping someone can help me. I am on the invoice screen, in the invoice line table.  I have set up a series of actions in step #5 of the wizard, where after an Edit (clicking the ...

Hi tom, If this issue is only affecting the one user while signing in with a specific browser then the issue is related to the browser settings. The most likely cause is that cookies are disabled in Firefox. - Ashur

One of my users, whenever they signin using Firefox, as soon as the login in processed, they are immediately signed out and brought to the signon screen. They can access using IE and are now trying chrome. Everyone else can use firefox. Any ideas what can be wrong.

Hi lifezz, Before starting any customizations you need to have drawn out your plan so you know what the process flow would be from beginning to end for your project, you can either do this on your own or you can speak with one of our Consultants. It's very important to plan out customization work properly because you'll need to ...

Danny, I should have been more clear. My client is looking to send an email with multiple attachments from the Document Library, which would make having the document field on the same screen impossible. I was referring to whatever needs to be done on the back end to allow a document library document to be sent as an email attachment without ...

@Matt & @Mark - we've got this as a potential feature request but I'm not sure if this will be something we plan to put in as a stock feature of the activity screen. So if a client is in desperate need of this now, best to build out the functionality now. Danny

Hello,  Can you some advice me, how we can create RMA section under the customer portal,  We want if customer login in to customer portal they should be able to Create RMA reguest, someone in our team should get notify a rquest was received, and process from there.  Can someone help me ? 

Chad, Just in case you're keeping a tally, I also have a client that would like to see this implemented.

Why doesn’t Method CRM (Customer Relationship Management) support QuickBooks for Mac? Not because the Method team doesn’t want to, it’s quite the contrary. In fact, they love Macs and most of them use them exclusively. The answer lies in how QuickBooks for Mac is different from the Windows version and the development path ...