Method Community

[quote user="AutumnW"]I assume this is a setting that needs to be enabled.[/quote] This should work for you, on my stock QBO screen I had no trouble sending or receiving an email from Method on a QBO created invoice.  Check the email address and the email settings in your Method account. [quote user="AutumnW"]Will ...

[quote user="chrisg"]Is there any way we can have the original Method Quickbooks estimate installed on our account?[/quote] The original screens inside Method cannot be delete and modified.  What you might have done is replaced the tab links on one of your copies.  How are you accessing the Estimate screen?  If you click ...

I see that you can now access the report designer through the More Actions button in Estimates & Invoices.  Is this the recommended way to access the designer now?  It has been almost a year since I've used the report designer.  Has anything changed about how you use it?

[quote user="SMFletcher91"]Would deleting the activity first, then deleting the contact or lead provide me with the end result I'm desiring?[/quote] Yes.  I just confirmed this on my account, deleting an activity then exporting the database will show those rows removed.   If you had multiple activites to delete, and you ...

Everything Method has already set up for Field Services is exactly what my client needs and is very excited to use. However, they also NEED a scheduler - where step three cannot be addressed until step two is completed. I see the schedule and it looks awesome - does the scenario i described exist and if not how difficult do you think it would be ...

So, I tried to do as you suggested. Go to the original estimate, copy and make small changes as I go, saving and testing at each change. Well I went into method and opened the QUICKBOOKS_ESTIMATE and it is not the original. I vividly remember copying, and renaming the original before making a custom estimate. Is there any way we can have the ...

Would deleting the activity first, then deleting the contact or lead provide me with the end result I'm desiring?  I've been doing this today, but I've got so many blank fields that I'm not sure if it's making a difference in my export files.

Hi Autumn, Lot's of information in your post here, I'm just working through the details and will respond as soon as I can. ~C

Hi there, Yes, we certainly do have info on the import tool. Let's start by providing you with two things. Use our Help Center for an article on this topic (click here) Try following a webinar on this (click here) for a list of webianrs and search for the Import / Export Tool Let us know how this goes.

We are currently creating invoices in our QBO file and transitioning this task to Method. For some reason, when viewing invoices in Method, the BillAddress fields are  mis-aligned. Invoices look fine in QBO, but in Method, the company and contact names are not displaying for many records. I knew the information was available, just not ...