Method Community

Does anyone know if the API works with the Quickbooks Online version of Method?

Is there anyway to have a custom home page that has both your activities and opportunities list on the same page? And is there a way to cusumize your calendar other than week,month, ect, even better is there a way to sync to google calendar? I would love for my activities to sync to my google/blackberries calendar without double entry. Im never in ...

John- You can save yourself some entry time by setting up your team so you don't have to select it everytime. In the Field Service Center Dashboard you should see Team Member under Settings. Click Team Members. Give the team a Name and in this case set yourself as the Team Leader(This is what determines what set of employees to load) ...

sean- In the section headers you should see some numbers 1|2|3|4|5 clicking on one of these number will set the number of columns up to a maximum of 5. Regards, Michael.

mlepitt- We are aware of the cause of this issue and are working on addressing it. I will update this forum post once its resolved. -Michael

Shawn- Orginally when we developed the sync for QBO, there was an issue on Intuit's side with SalesTaxCode so we had to hide the field but it looks like they have now resolved that bug, so we are now displaying that field again. Let me know if you are still having an issue with the Taxes. -Michael

Greetings, Maybe i am not doing this right but here goes. Iooked at the instructions before i came here. This is all in mobile for Android 1. Open work order. 2. Pressed the start timer button. Through out the day it will ask for Team Members.  So i go to team members, choose myself, click save button, then press the start timer button ...

I see that there are many screens that have multiple columns on different rows to allow more flexibility with page layout.  However, when I create a new screen, it only allow me (2) columns per row.  I have tried to "edit" the section, but there is nothing about how many columns ...

I am having an issue with a custom field saving in Item Receipt Line Items.  I go to the item receipt, enter the required information, select a PO and pull the line items from the PO.  The PO may have serial numbers already entered in them as Quickbooks "Other1" for the line.  If so, it carries it over to the Item ...

Back in June we blogged about Intuit announcing a new way of integrating with QuickBooks called Intuit Anywhere (“IA”).  Starting today, all new Method CRM for QuickBooks Online users will be using IA to connect to QuickBooks.  IA provides QuickBooks users a great new experience of connecting your favorite apps, like ...