Method Community

Greetings, I see I can make up a credit memo to apply against a customer invoice in method.  What i cant see is, can i apply this credit memo to the customers invoice in method?  Or do i need to be in Quickbooks desktop to apply the credit. I lookd the screens but could nof find anything. Thanks!

MisterBill- The message you are getting: "ERROR Status code:10401 Severity:ERROR Description of Error: The request to process this transaction has been declined" is straight from Intuit Merchant services it basically means for one reason or another the Credit Card was declined. Method sent the information to the payment gateway and ...

Hi Dave Just to be clear.  You saying that there's single list of error messages for all of the web service methods rather than a short list for each specific method.   In this case we are only interested in the error messages for the create account method.  I guess we can run a series of tests that cause the errors then log ...

I receive the following error message when I try to connect Method to QBO via IA.  It's been like this for the last 5 hours.  Thanks.   Server Error in '/TestIpp' Application. Runtime Error Description: An application error occurred on the server. The current custom error settings for this application ...

I have a client (Method acct name = IOTW2)  that uses currency Colombian Peso and his QB edit/preference/Multiple currency shows "Colombian Pesos (COP)".   But in the Method "Company" DB it shows currency = USD.   What needs to occur for the Method DB to show the correct multiple ...

We are running a web store that is linked to a shipping software. Sometimes we have bulk order that are manually entered into the shipping software. We were wondering if the following can be automated on Method's end. 1. We will enter the bulk order into Method as a sales invoice. 2. Customer pay using the method customer portal. 3. The ...

 I'm new to the community and product, and I was wondering if there was any instruction on the report designer tools besides the web casts out there?  I have used those.   Specifically, how do I set a parameter for a report?  I'm running a report to show Opportunities and Activities and I don't want CLOSE ...

"More" feature for tabs and tab links, new 2 year sync option The following updates are now available on the "January" version of Method. Tabs and tab Links have a "More" feature - If you have many tabs, or many tab links under a tab, you have probably seen them wrap onto a 2nd line. This can be ugly, and also ...

MisterBill- You can email the screenshot directly to me using the email listed in my signature. -Michael

I recommend that you first export the leads that you have imported into Method:  1. Customize > Integration Tools 2. Select Export a table to a file 3. Pick the Customer table from the dropdown 4. Choose the following fields to export: a. RecordID b. FirstName c. LastName d. FullName e. SalesRep f. IsActive g. Name 5. Choose ...