Method Community

Hi smohyee,  If you go to QuickBooks > Synchronize and put a checkmark in the checkbox for "Apply numbering to invoices, credit memos, sales orders, sales receipts, purchase orders and estimates created in Method. If this is unchecked, Method will wait for QuickBooks to assign numbers", that will ensure that you can place the ...

Hi swm023,  Are the error messages appearing in an original screen or a customized screen? The best way to find this out is by hovering your mouse pointer over the "New Document" tab link.  In regards to your question on uploading multiple documents at one time, currently you can upload one document at a time, but with the ...

I know it's an option because I've seen it before, but now that I need it I can't find it anywhere! I'm referring to the option that controls whether Quickbooks or Method will assign RefNumber values to new forms (eg Invoices, POs) that are being synched from Method to QB. By default QB numbers Invoices incrementally based on ...

From the Document tab, when I try to change the Folder field I get the following error message: Make sure the field(s) being displayed have not been deleted from the table. If they have please edit this dropdown and remove the fields. When I click on the ... I get another error. If I'm inside an opportunity, for example, uploading a ...

Document management has been a hidden gem in Method CRM since March 2010.  The initial release of the document library allowed for documents to be attached through the opportunity, case and solution screens.  But what happened if you wanted to attach a document only to a lead or customer?  Well....you could but it wasn’t easy ...

Hi John M, I was able to duplicate the issue and I am creating an internal ticket for our team to take a look at. Once I have additional information on this issue, I will provide an update to this post.  Ronen

Ronen Billpayment from TemplateOnlineCRMQBDesktop (#267) Jan verision for desktop.   

Hi John M, Which screen are you referring to and which Method App are you working in? Can you please hover your mouse pointer over the tab link for the screen and let me know what the name of the screen is. Thanks, Ronen 

Hi lpierpont,  This issue should already be resolved in IE 8. Please let me know if you are still experiencing this issue by sending me a screenshot to r.gaisiner@methodintegration.com. If you have Windows 7, you should be able to download IE 9, and this issue would be resolved.  In regards to the December and January links, all of our ...

 The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Edit Lead New - the “Documents” tab section now allows Method users to upload new documents or attach existing documents in the document library directly to a lead. (QBD & ...