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Thank you, that did the trick.
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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
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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
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You're Method to Method connections look correct.
- Adam
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Mike,
It does look confusing. I can see if there's a linkage table, but to my knowledge there isn't one.
- Adam
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@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.
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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 ...
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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?
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Just logging in, and all day use. It is just dragging. My staff is compling that it is very slow