Method Community

I have been exporting one of my Customer files to Excel for as long as I've been using Method. Since June, Method is not exporting zip codes on new customers that I have added.  The customer was added in QuickBooks and migrates to Method and the zip codes are showing up in the table, but when I export the table to an Excel file the ...

Hi Robin, [quote user="r.hall"]I have a need to be able to add the number of items on a QB invoices and enter that number of items in a custom field on the invoice.[/quote] This is possible with a little customization - we support custom fields from QB or you can build your own table to store this information inside Method. [quote ...

Hi Robin This can definitely be done.  It shouldn't take more the a few hours consulting time.  Will the invoices be printed from QuickBooks or Method.?

I have a client that is looking for two specific needs. I believe Method can solve for thier needs, but not 100% sure and I am looking for some guidance. 1. I have a need to be able to add the number of items on a QB invoices and enter that number of items in a custom field on the invoice. 2. I need to alphabatize the items on an invoice before ...

[quote user="VARC_Annette"]"Not a Legal OleAut date"[/quote] This error message is because a date is out of range - are there any dates in your customers calendar which are not valid? ~C

Thanks for posting Ryan, I've emailed you an update.

eav Result Aborted Message An unknown error has occurred. Changes to QBO Changes to Method 10 Customer conflicts(s)* *You have conflicts. In Method, please go to QuickBooks > Resolve Conflicts for more information about how to resolve them.

[quote user="Skye"]But it IS RESOLVED FOR ME!!!!![/quote] Thanks for the follow up post Skye. I'm sure this will help another user in the future. If I've learned anything working with QBO it's that - delete is never truly a delete. Similar to deleting a customer, you should rename the item or customer to include the word ...

Hi Chad, thanks for bearing with me. Ok, I did almost what you suggested. I went into QBO, and undeleted the "old" items - renaming them slightly. What I found was that it looks  ...

Hi viret56, [quote user="viret56"]I want my EstimateLine grid to update automatically after I perform calculations in various columns after data entry or editing.[/quote] There's some background processing actvities that happens on this grid with the update and save buttons.  This is probably where you're running into an ...