Method Community

Nathan- One idea might be to use the Method Scheduing & Invoiving app. You can create Work Orders and then Invoice them at the end of a period. -Michael

MisterBill- To get a better idea of the cost of this we would need to do some scoping, which is basically a paid session where we would spend 30 minutes to an hour discussing the details of this and hammering out the specific details of this. If i was to put a figure on this with the current amount of detail provided I would say about 4 hours ...

Len- The report designer is the same for Method for QBO and Method for QBD. You can download it by clicking Customize Templates from the Scheduling and Invoicing Dashboard. -Michael

To update this forum post: This issue was addressed through consulting time. -Michael

mrjonboy- Thanks for the info. A ticket has been created for this I will update this forum post once it is resolved. -Michael

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online New Activity New - now if you create a new activity and assign it to another user, an email is sent to that user letting them know. (QBD & QBO) New - you can now add a new contact in the Schedule ...

Created invoice number 63020 in Method on 12/9.  Synced to QBO.  Received payment in QBO on 12/13.  On the customer screen, I can see both the invoice and the payment in the transactions, but it appears the payment didn't apply to the invoice.  Customer still shows a "Current Balance" of $62.72 on the customer ...

basically what i'm trying to do is help automate my sales followup and make it easier for someone to "say no thanks" since as we all know in sales a no is better than an unknown so i figure if they can click kind of like an opt out or they get an email that keeps emailng them asking where they stand do they need more info? are they ...

 I am working with Method and Quick Books On Line. How do I get into Report Designer? I found the webinar for report design but that is for the desktop software. Is there a help menu? The webinars are good but they are not dealing with the on line version, at least the ones I watched. Are some of them for the on line? Is there a help menu? I ...

 I did not mean anything bad about the first comment. I figured it was tied in with quick books  that would not leave me change it. Thanks for the other help. I did not know I needed to edit the report design also.