Method Community

Thank you, that did the trick.

Mike, We do have a "Mark as Invoice as Pending" in Method CRM for Quickbooks desktop.  Are you using our desktop or QBO version? I believe this is not checked by default. - Adam

Hi Shannon, You can email me the details of the conflict.  I'm still a bit confused how inactive customer got into Method.  Is it possible to delete the Customer in Method and re-enter them? - Adam

You're Method to Method connections look correct.   - Adam

Thanks so much!

Mike, It does look confusing.  I can see if there's a linkage table, but to my knowledge there isn't one.  - Adam

@Denice - we looked into this and it looks like a couple of Method accounts were causing excessive server usage on a particular server. Other users hitting a different server were fine. We've narrowed down the accounts and have contacted them. You should see things going back to normal shortly. Thanks for letting us know.

I've got a client complaining to me this morning that Method is running "exceptionally slow” and it’s taking a very long time to produce PDF files.  I used their account yesterday to produce a PDF file and it took close to a minute, where normally it takes around 15-28 seconds.  I’ve been doing customization ...

I have heard of business being able to use Method as a CRM as it is designed for AND a fashion of project management. Do you have any direction on how one would accomplish this?

Just logging in, and all day use. It is just dragging. My staff is compling that it is very slow