Method Community

Hi there Timm, Thanks for posting! Just so we are on the same page - let me try to summarize here to make sure ive got it. You're trying to update details (Amount / address etc...) on an Opportunity  based on details contained within the Most recent Estimate attached to this Opportunity, Correct? Part 1 should be ...

Hi, I have already customized most of Method Classic myself to our workflow. The last thing is to somehow make the opportunity value match a "default" or selected estimate. Some opportunities may have multiple estimates and the current opportunity value need to be modified as new estimates are created then attached. I know ...

It can pop be done simply by going into advanced editing mode.  

That can be done by going into QuickBooks Sync and settings. 

Hi Michahk Thanks for posting! I believe your suspicion is correct regarding too many emails through Gmail at once. Were you trying to send these messages as part of a campaign? - I would suggest breaking the campaign down into smaller chunks and sending again. Are you able to send emails from anywhere else in Method? If not, let ...

getting this email Mail Server smtp.gmail.com Response from Mail Server Failure sending mail. Unable to read data from the transport connection: net_io_connectionclosed. Company Account cipaf Server User micahk@cipafilter.com Use ...

Hello, The process of retrieving the most recent invoice wouldn't be automated. However, you can make customizations that would update the most recent invoices manually by atleast clicking on a button. I might suggest creating a last invoice field on the customer table and create a linked field to the contacts table to that new ...

Hi djhanna, Just testing this one out now in my own account and having some trouble replicating this -  The 'Link Click' event is firing off successfully for me every time (using a go to screen action as well). Can you let me know the name of the Account / Screen with this customization so I can take a peek? Please feel free to ...

Hi Maureen, Thanks for your question! Method does function in the same way regardless of whether you are connected to QB Desktop or QB Online, as do the customizations and the Report Designer. Other than the small differences you mentioned (ex. not all of the same tables being available from QB Online vs. QB Desktop), you will ...

Does Method itself function the same regardless of whether you connect with QB Desktop or QB Online?  Do the Customizations and Report Designer work the same as well?  I understand there are many differences between Quickbooks Desktop and Quickbooks Online, and that a Method Account can not be converted to sync from one to the ...