Method Community

Hi Robert, I’d like to first thank you for your feedback and for being vocal on the Method User Forums.  We always welcome the feedback from our community and this helps Method to continue to mature and meet the needs of the community. Regarding the “Sample Import Tool for Excel”, I want to make sure everyone understands ...

I think the import files should be clean going forward.  Even forcing Excel to use all Text data time, saving to a CSV file, and inspecting the file using notepad, the import tool was reporting some Hex value data improperly in the file.

I am trying to import tables from our Method account that we began several years ago that is synching with QB Desktop to our new Method account that is synching with QB online. Let me begin by saying this has not been a pleasant experience. It is not an intuitive process, the instructions on the support page are not detailed enough to be helpful ...

jnairn - that's a pretty informative (and hopefully helpfully worded) message for an error :). What is the contents of your 15th record? What is the contents of your 16th record? Are you importing from a CSV file, or are you copying and pasting? Paul

Hi, The reason some records are not fully deleted right away is that Quickbooks is the master record so to speak.  Since its the master record, we need to check with the Quickbooks file before deletion to ensure there isn't any sort of data incompatibility. We can certainly reset your account if you wish.  By doing this, all data, ...

so now I am getting this error.. Import - Step 1: Import / Export menu Help |  Menu Integration Tools menu >> Import / Export menu >> Prepare Data >> Validation ERROR:Login Failed: If you have attempted to log in several times, please wait 10 Minutes before trying again. This page ...

Hi Shawna, 1) I think the best way to approach this would be to first import your contacts through the "Customer Leads" Table.  This way you have the ability to add many more fields you probably want included (billing address, shipping address, CompanyName,…), just don't include or worry about the Tags field at this ...

Hi Gerald, In order to sync with a new QBO company, you must start a new Method account. Your Method account will only sync with the company that it was originally connected to. If you’ve customized screens in Method to use these custom fields, you can copy them to the new account and any fields on the screen will be added to the tables ...

Hi Wayne, Each table in Method contains the RecordID field. This is a required unique field for which the value is generated by Method. The reason this field exists is to differentiate a record from other similar records if for some reason the table does not contain another unique field. When a dropdown field is added to a table, the RecordID ...

Hi Louie, If this is a custom table that does not contain links to any other tables or is not linked to by any other tables, you could simply create a button to remove all data from the table. A Delete Record From Table action where RecordID Greater Than 0 would suffice. If this is the standard Customer  table or if the table is linked by / ...