Method Community

Brian,  Fran is absolutely right! Just an extra thought though. You won't be able to bring your templates over to Method with one click, but you can design your Method screens to look similar to your Quickbooks templates, using the same fields of course! Like Fran mentioned, you can always contact an in-house ...

Hi Ben, Can you email me the Company Account name and activate the MethodSupport user so I can sign in and take a look at the portal? Also, please let me know what the name of the portal is. I'll do a test on mobile to see if I can get you an answer about the issues you are having with scrolling.  Jason

Awesome suggestions Fran! Thomas,  Method for Quickbooks Online (QBO) currently cannot access QBO Credit Memos but Intuit will be releasing this to third party applications such as Method on V3 of the IPP platform. Once we have access to this type of transaction, it might also be a viable solution for you. ...

Hi Carol,  When you create a set of recurring activites, you create a series activity and also a set of occurences. If you edit the series activity, you will change all activites in that series that are still connected to the series. If you edit a single occurence, you will only edit that particular activity. Take a look at ...

Melissa,  Here is the link to our webinars page. :) Jason

Hi Melissa,  The fields that you are looking for must be available in the correct table. If you take a look in the Field List in the Report Designer, you can see which tables the report is based off of. In my example below, the report is based off the Estimate and EstimateLine table. If you expand these options, you will see the ...

Matthew,  My mistake. I was thinking of salutation instead of title. The Title field that you are seeing is stored in the Contacts table. In order to be able to import leads with titles, you can add a title field to the Customer table and map this field to the title field on your import file. Once you have done so, ...

Hi Matthew, By default, there is a field called Salutation in the Customer table. The Customer table houses both customers and leads and this field is usually used for titles. The field is available on our stock New Lead and Edit Lead screens. See my screenshot below. Is this what you are looking for? If not, can you provide a little ...

Hi Giles, Welcome to Method! You'll need to set up an Accounts Receivable (AR) account in order to create an invoice. Here you can learn a little about what an AR account is. You may have not set one up in Quickbooks yet. You can also take a look at your Chart of Accounts in Method. You'll need to view your Quickbooks tab group (see ...

A user asked how to find and update the calculations done on the EstimateLine grid on the stock Estimate screen. Karen,  The calculations for the items in the EstimateLine grid are done in the Text Change event in the actions for the Item field. If you would like to take out your purchase cost completely and use ...