Method Community

 Hi Folks Our intention is to use Method mainly as a pure CRM and estimate/quotation chasing and managment tool. Just a couple of questions, What is the easiest way of setting a reminder to call back a customer and allocating to a user - i was expecting to be able to right click or ser within estimate. Our existing quickbook ...

Your account manager.  Their name and email should be in your "Welcome to Method" email. Paul

Paul, who should I contact to turn on "Roaming"?

When I insert an item through the API the "PurchaseCost" field sometimes does not match the actual value which was sent. For instance, if the PurchaseCost field is "1442.20", the cost which is then shown in QuickBooks is "1,244.19995" Any idea why this is happening? I'm 100% sure our value is "1442.20" ...

This is the biggest hang up I have with fully migrating over. My current software allows me to optimize my routes and save route orders so that I don't have to optimize every day, only when side jobs come in. is there any way to just map out the day so that instead of printing a map I can just print sorted work orders? sorry, this question ...

Nick - once you switch the file in QB, the Method Engine hears the switch and automatically switch to the Method account it is paired with. It's pretty seemless.  You can install the Method Engine on all computers, and ask us to turn on "Roaming" on your accounts, which allows a non-constant computer name as the main ...

 Paul, How does the Engine work with mutiple files? Will we have to change the account manually in the Method Engine everytime to achieve the Sync? Is it possible to have multiple instances of the Method Engine run on different accounts? I will then keep Quickbooks open but not logged on to any company account, I would imagine the syncing ...

Nick - 1) There are other companies doing this, but not on a large scale. It was part of the original business model for Method - we just haven't emphasized it. 2) Yes.  When QB is closed you are inserting, updating and viewed cached data from QuickBooks. As soon as QB is open and connected to the sync engine, all changes get updated, ...

Marc - very interesting.  This is an undocumented account type (nowhere in the QB developer docs), something we've honestly never seen before.   Not to worry, we added that account type to your account.  Can you try again and see if it gets past that point?   And thank you for supplying the information you did. It was ...

Quickbooks version UK premier 2012  Hi Folks When I try to run sync for first time with Quickbooks I get the following error messge: 4/14/2012 2:21:53 PM ERROR'fnModQuickBooksAccount could not proceed. The AccountType 'Suspense' does not exist in the table accAccountAccountType./ERROR''Account' 2 addition(s) to ...