Method Community

I really like Method and the functionality that it has.  I think it is the right level of functionality but yet practical but we are really struggling with learning it and all of its capabilities.  I have listened to a couple of the webinars, been to the help center, looked at the documents, been on the Forums.  Can you share with ...

[quote user="Fred_D"]i haven't made a screen shot in years...[/quote] Hi Fred, if you're on XP the directions for a screenshot can be found here.  And for Vista/Win7 they're located here.

Nothing is different in how data is entered into QuickBooks, unless they changed their formatting.  In our database, BillTo and Ship to are always identical. Fred

i haven't made a screen shot in several yeas and it was several versions of Windows ago.  I'll try and get one to you. Fred  

Also - you say on some customers after June it works on, but on other customers after June it doesn't? Is there anything different about their account in terms of what data is entered? For example, on the ones that it does work on, do you have both the ShipTo and BillTo address entered, whereas the ones that it doesn't work on only have ...

Fred, if you're able please send in a screenshot of the grid you're exporting so I can replicate the scenario.  The export tool is working from what I can see but I want to make a copy of the grid you're looking at to confirm. ~C

All zip code data is input into QuickBooks when we set up the Customer's account.  From there it synchronizes into Method. We never input customer entity data into Method.  We always use QuickBooks to set up customer accounts. The zip code data appears the Customer table.  The membership tables takes it's data from the ...

Just a few other troubleshooting tips, have you made any changes to the way you collect data in June?  We have fields for BillingAddressZipCode and ShipToAddressXipCode, is it possible you're entering data in the wrong field?  The export tool is working as it should so I'm thinking there may be a problem with the way the data is ...

[quote user="Fred_D"]I set up a duplicate of my Customer table as a Membership table that I used to generate membership lists and generate membership cards.[/quote] Are you working from a custom screen? Free support is limited to stock Method screens but what I can do is try to replicate the problem in my own account. If I see a problem ...

After subscribing to Method last year, I set up a duplicate of my Customer table as a Membership table that I used to generate membership lists and generate membership cards. Everything was running fine until June when I found that I could no longer export the table.  I fixed this by republishing (no changes were made by me) and running ...