Method Community

Hi, You are correct, QBO does not allow to you to mark a customer as inactive or active.  As a result, Method will not allow you to mark a customer as inactive. How was this inactive customer brought into Method?  Could you also post the conflict message?  This might give us an idea of what might be happening. - ...

Greetings, I see that method for the QBD has a group function for itmes.  Does QBO ever get grouping by chance?  Thanks John M

I created a new user in my account (there are two total) and have started assigning customers to him.  However, when I log into his account he can see all records.  When the filter view for My Customers/Leads is selected, the one assigned to him appear.  When the filter for Shared is selected, all records are visible. When I set up ...

Hi Suzanne, For number 1: you can suppress those fields.  There is a field in the Property Grid called Repeat Every Page.  You'll need to select it and find this field: For number 2: If you right click properties, and click scipts, you'll see a before print field.  If you click the ... button you'll bring up the ...

I am having trouble figuring out why my invoice line items are in reverse order. Let's say that on an invoice in QB the line items go in order by row 1, 2, 3. When I view the print priview in the report designer for the template I am working on, the line items are going reverse such that it appears as 3, 2, 1. Is there a formatting string ...

We use Method and Quickbooks Online.  We are aware that there is no place in QBO to differentiate between active and inactive.  All customers (not including leads) whether checked as Active or not should show up in Quickbooks?  Is that correct? Also, we received a "modification" conflict on a customer that we changed from ...

Hi, Pretty new to the report designer.  Created a report for an estimate.  I watched the 3 webinars and don't think these questions were addressed:  1 - Is there a way to have different properties apply to all pages but the 1st page of my report? For example, my header includes the customer address and company ...

Thank You Dave!

Hi Shaun, Method CRM Help Center has covered these exact questions and more.   You can see the article using the following link. http://www.methodintegration.com/method/kb.aspx?folder=methodcrm&id=189 Scroll to the bottom where it says "Special case: Customers, Vendors and Leads".

Yes if you delete that lead, the activities associated with it would be orphaned. If you would like to keep the activities and other records what you can do is rename that lead, e.g. Mike B2, and convert it to a customer, then merge the two customers in QuickBooks and perform a Full Sync. *Note: When you merge customers in QB, the Method ...