Method Community

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online New Document Improved - when uploading a new document through the upload attachment window, the document name will now be automatically filled in provided the “Name” field is ...

On my new opportunities screen I want to change the default value of the Stage field.  I went in to edit the screen, then edited the field, then changed the default value to what I want.  The default value that shows isn't what I chose. It's working in one of my accounts but not in the other.  In fact, I think that I copied ...

I can creat invoice for multiple customer with or with check the box.  Non of them appear in QB. I'm not getting the error message you refer to.

Hi Sunny What table/field are you talking about?

Steven In order to clean up your data you'll either need to setup a screen designed to allow you to manually edit the entries or you can add a button to an existing screen and program the necessary actions to do the cleanup. As far as controlling when transactions sync with QuickBooks,  all QuickBooks transaction tables have the is ...

Method recommends logo specs of  "height of at most 48 pixels, and width of at most 400 pixels."   My logo height is exactly 48 pixels   when the logo is displayed on the Method Self Service Login Screen, it is too small to be meaningful   Any suggestions?   Thanks Sunny

Hi m.guy,  Please provide me with your company account information to r.gaisiner@methodintegration.com and please enable the MethodSupport user for me and I will be more then happy to troubleshoot your account further.  I am looking forward to resolving your issue as soon as possible.  Ronen

So I went to edit the field through the tables/fields tab under customize - I clicked on the field I want to edit, however the field does not appear to be editable in any way   Thanks   Sunny

Well it didn't update the screens.  I've log-in and out several times since Sunday, including closing all the browers.  Both the Bill and BillPayment screens are listed as "Method CRM Pro for QB Desktop"; however, the last modified dates are 09/29/09 and 10/01/09, respectively.  If these screens ...

Hi m.guy,  The update should have updated your screens and the BillPayment screen on the new version of Method should show that it has been updated 21 days ago. If you go to Customize > Screens and you type in the screen name field "Bill", you should see the screen name listed in the search results.  In regards to the ...