Method Community

Hello James,    There isn't a list that is available that tells you what QBO fields are available in Method.  When you create the account, the best thing to do is to take stock of what fields there are.  One limitation is the amount and where you can create custom fields. You can find other limitations in our Help Center. ...

Hello Mike,    We have the ability to send an email when you create the appointment (which is considered an activity in Method).  On the new activities screen, you can check Send an Email?.  From here you can select a template and send the client a reminder when the appointment is saved.  Unfortunately, Method does not ...

Hello Gregg,      There is the ability to sync with a Google Calendar and Outlook calendar to see where meeting conflict with other appointments.  Both work in similar ways.  Users can sign into their Method account with their Google OpenID.  Method will then create a Method calendar in your Google ...

Hello Mike,    I can use FieldServices_JobSummaryV2 as an example.  I'm going to make an assumption that you have been abel to get the report open in the Report Designer and go from there.     The good news it is simple to add a field to a report.  With the report open, find the field you need in the Field ...

Hello Mike,     The user who sent the invoice and the main admin user in Method get copies of the invoice emailed out. The administrator of the Method account is the User with the (admin) beside their name in the Users menu.  I believe you can turn it off with some customization.  Usually people create filters in their ...

Hello Gregg,    This is a great questionsand I'm hoping we do get some ideas from the community.  I want to make sure I have the correct idea.  The idea is to send an meeting activity to an employee. The employee can click on a link to accept the meeting. Unfortunately, I've not seen this available in Method ...

Hello Blake,     If it's showing on the default screens, then give us a call on Method Support.  It would be easier to diagnose if it is a bug in the system or a problem with settings. The number is 1-888-925-6238 x2. Greg

Hello Blake,    Does the default Sales Orders screen show two dollar signs?  You can find it under Customize -> Screens -> QuickBooks_SalesOrder.  Also, do you have anything set in the Formatting and Advanced Options for the two fields? Greg

Hello Jason,    I would strongly avoid condensing your QuickBooks file if it is connected to a Method account.  It would have adverse affects on the Method database.   You would run into very large problems including many conflicts.    The article you have read is not an official Method article from the Method ...

Hello Rob,     The live site currently uses no subdomain and is in the "method" address.  The stage site uses the new app subdomain and is in the "stage" address.  The proper one is the first one for the July version. To me, it seems you have stumbled on the 'placeholder' where the July live ...