Method Community

Hi, I just signed on to Method Friday.  I'm trying to sync Method and QB Online for the first time.  I'm not having any success.  I am using Firefox, downloaded the softward, but it does not seem to be connecting.  Also, how do I know that it is syncing, will it tell me?  I'm not getting any feedback one way ...

Hi Dave,  I have an updated response to this post. When I logged into your account, I was able to see this issue on your customized screen. On my account, I was not able to duplicate this issue on an original Method screen and I was also not able to duplicate this issue on a test screen that I have created in which I have followed the steps ...

This is happening to me now:   Server Error in '/MethodImpex' Application. Runtime Error Description: An application error occurred on the server. The current custom error settings for this application prevent the details of the application error from being viewed remotely (for security reasons). It could, however, be ...

Hi Shane,  Have you done a "Changes - Only Synchronization" or a "Full Synchronization"? That resolve conflict error from Method doesn't mean that it had removed the tracking number from QB. That error message only means that Method couldn't either add, delete, or modify a specific invoice in QuickBooks because ...

Hi rbsom,  Please go Here for our "Method CRM Help Center" article titled "Specify your Email Provider" which will give you the instructions to succcessfully setup your e-mail settings within Method.  I hope that this helps.  Ronen

Hi smohyee,  Sorry for the delay in responding to your post. I have just tested the report designer to see if it was possible to add only a description to an additional line item within an invoice or any other transaction line item grid within Method, but it won't let me do that.  Ronen

Hi swm023, The following steps will help you to add additional data to the "Opportunity Stage Category" dropdown: Go to Customize>Integration Tools Click on the Go to Import/Export... link within the Import/Export section. In Import - Step 1: Import/Export menu, in "1. Choose to import or export:" select the option ...

Greeting, I found out that i have 39 pages of conflcts becsue i deleted transactions in quickbooks.  I thought if your did any adding, deleting or modifactions in quickbooks that it would effect method and if deleted a invoice in method that it would delete the invoice in quickbooks. I tried looking for the proper way of doing this but could ...

Hey, just wondering what the status of this topic is after our phone conversation, as it's been a few days.    As a reminder, you were going to confirm that it is in fact possible for the report designer to display both regular line items and description-only line items simultaneously, given the correct customization. My concern is ...

Hi Dave, I wasn't able to duplicated the issue on my account. The way I duplicated this issue was by adding the 1 D&H to a shipping table, and then I inserted the exact same data on the grid again through he "Insert Fields Into Table" action on a button in the screen.  What I would do, is consider discussing this ...