Method Community

Hi Katie G, Is this issue happening on an original Method screen or a customized Method screen. Can you please hover your mouse pointer over the New Opportunity tab link and let me know what information is appearing on the description rectangle box that pops up. Ronen

Hi swm023, I have a more up to date suggestion that is easier to implement then by using that Import/Export tool suggestion but I have one question.  What kind of view are you trying to filter and what is your criteria? You can only filter a table based out of the fields that are currently available in that table. Since you are refering ...

Shane, Just to update/add to this post. If you created an invoice in Method it should also appear in QB. If you are using Method for QB Desktop, again make sure that the sync engine is running and connected. For Method for QB Online the changes should also sync over but I would double check the status of the sync here too just in case. If ...

Hi Shane, If you're Method account is up and running the Invoices from QB should roll up into Method. If you are using Method CRM for QB Desktop please ensure you have followed the installation instructions for the Method Integration Engine and that it is connected and running. By default, only invoices from the past 31 days or those that ...

Can you tell me how to import my Method created invoice up to QB? Thanks, Shane

Right. I have it all working just fine...BUT my issue is that in order for this to work, I have to enter in their email account password...or have the user enter it themselves. We all don't work in the same office, though. Hence the inconvenience (not to mention the security issue of entering a password into an admin screen). The other obvious ...

Hi Navitha, I have some questions for you: How are you generating the e-mail in Method? Are you trying to display data from a table in Method in the body of the e-mail? Ronen

Hi John M, You can definitely delete invoices and an estimate in Method and Quickbooks and it will definitely make the proper changes in the other respective application. For that specific invoice conflict, you can figure out why the conflict has occured by reading the message that appears below the Filter, Date Time, Type, Table, Record ID, ...

We are using the activity table to send out automatic notification emails when the Due Date is past.  I put in our email credentials in the "My Account" tab link.  After clicking the "Save and Send Test Email" I received a succesful email: Email Settings Test Successful! This email has been sent to test ...

Hi rbsom, I just wanted to assure you that after you change the company information in QuickBooks with the new e-mail address and do a full synchronization, that in the home screen of the third party portal you will be able to send a new case notification as well as the notification to a case response to that new e-mail address. I hope that ...