Method Community

Dave, I've moved your post into this forum group since this question isn't an API question but rather a QuickBooks related question.  Please keep questions on the Method API forum related to the Method API.

Hi Jacques, Your question comes at a timely moment, as our hard-working developers are currently working on releasing a few updates under the Method hood, one of them being this particular functionality. Once the new version of Method is published within the next few days, this feature will be available in the estimates, and in the coming weeks, ...

Hi handcrafted, I have to make a correction to my post above: we do not let users know their data usage at this time, however in the future once we have completed and implemented the "database size indication" feature, you will be able to see your database usage and an indication as to how close you are to reaching your ...

Hi handcrafted, This is definitely on our road-map down the line, but we don't have an anticipated release date. For the time being, we manually let our users know as they approach their database usage limits before charging their account, so you won't have bill-shock. Regarding uploading files to Method, I will investigate how we can ...

Hi Bryan, With out having the Galaxy Tab on hand, I can't really say for certain, but if regular screens that aren't in a pop-up load correctly, I don't see why you shouldn't be able to create a custom screen that points to another screen containing that pop-up's content. Give it a try. Denis

Hi Handcrafted, You can certainly give the "optimize for mobile device" option a try and see if it helps with the problem of blank screens. Although Method currently supports the iPhone, Android, Windows Mobile 6 operating systems for mobile phones, we would love to and intend on supporting the tablet devices in the future, however the ...

Hi tmungo, In essense, Method allows you to integrate Microsoft Outlook with the CRM portion of Method, allowing each person within the company to send email to, set-up calendar events, and synchronize contacts or leads through MS Outlook. For more information, feel free to browse around our Method Outlook Plugin forum that provides a ...

Hi Lee, To answer your question about things being purged, don't worry. In a scenario where you change transaction history from 365 days to a lower number, any records that have custom data that doesn't go over to QB aren't purged, but simply hidden, as there won't be transactions that will link to them. So if this setting ...

Hi Lee, As per our phone conversation on this topic, in order for the real-time sync to occur, Method Integration Engine needs to connect to an open QuickBooks file. The user that is logged on that QuickBooks file must be either a) the admin account or b) a user with admin-level settings. Having said this, we have had reports of users ...

Hi acidemac, My apologies, but we've done a little more digging, and this is actually by design. The reason that this happens is that QuickBooks provides this information upon sync as it first needs to generate an invoice number that Method pulls. Therefore it would be a duplication of effort to pre-fill this data. We all learn something ...