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Hi Heather,
Kindly note that although you are not able to use zip codes alone, inputting an address into a field(s), and creating a button with a series of actions to capture the value of the addresses with the plot addresses function would enable you to do this.
As a reference point, if you have Method Full-blown edition, you can look at ...
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Sounds like something isn't working properly in your account for that screen. Can you please enable the Method Support user in your account? This can be done by going to:
Customize > Users.
Check the checkbox for "Active" for Method Support.
Once that is done, please email into ...
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Hello Alex,
We wanted to get back to you regarding filtering in reports. There are indeed many ways to filter a scheduled report, including the three options you mentioned. In order to view, for example, a Sales by Customer report, for a specific Rep, (which is really a subgroup of your employees list), on step 8. Entity Type select Employee and ...
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Hi Joan,
Because we are limited by what the Quickbooks SDK supports, we cannot directly access the costs and sales orders in Quickbooks through Method (i.e. closing out sales orders). You can, as you suggested, duplicate this process in Method by creating separate tables with a series of actions that replicate the desired calculations, however ...
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Hi Beth,
Thanks for posting. We will look into this and get back to you shortly with an answer.
Regards,
Denis
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Hi Joan,
Thank you for your post. We are looking into what would be the best option for doing this. We will get back to you shortly with an answer.
Regards,
Denis
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Hi Chris,
The Method Sync Engine must be installed alongside every installation of QB that you use, as that is how Method detects changes on that particular QB machine.
First, ensure that you have the Method sync engine installed (by going to Start -> All Progorams -> Method) on that particular machine. If it is, verify that the sync ...
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Tricia emailed in with the following question:
HI
I cannot seem to figure out a way to pay bills.
I am putting in Bills, associating them wihth existig P.O.s but am unable to go into the Bill Payment Screen, select several bills, or even just one, mark it paid by credit card and post it.
Please advise what I am ...
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Alex emailed in asking the following:
Is there a way to create scheduled reports whereby I can filter by Rep? For example, I would like a rep to be able see his/her reports such as:
Sales by Customer (whereby invoices are filtered by Rep)
Sales by Item (whereby invoices are filtered by Rep)
A/R Aging (whereby invoices are ...
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Hi Beth,
Regarding the Calendar view, in principle Method has two ways; the first one involves editing the filter on the left of the calendar to show as many users as you like within the single calendar view. However, if you have many users, this view will quickly become crowded with many items. The second option involves creating a new ...
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