Method Community

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Time Tracking Method CRM now syncs with QuickBooks Online Time Activities. This means you can now build screens and business processes that insert time for billing and payroll into QuickBooks ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Leads Reports Addressed potential issue with “null” values that may have prevented a report from displaying. (QBD & QBO) Changed logo at the top left to be 400 X 60 to support ...

James - If you edit the field in the designer, click Advanced Options, and then set the number of input lines to something other than 1, then you'll get the new lines you are looking for. While there, if you want to get really fancy, you can actually switch the "Show in HTML Editor" on, and you can display rich html in the report ...

Hard returns to create formatting which will pass through to a report?  I am thinking of it as a way for a user to enter multiple lines for one record, without having to create a linked table.

I have not tried to copy and edit the Sales Order report.  The problem is that I am making a "Sales Order," but our Sales Order is more like a Statement of Services or a Work Order, and not a Sales Order like the report which exists.  However, the Sales Order (Custom) report can be illustrative.  In your report, the ...

Innovative, Our records show that you are a QXpress Online user. You should post your questions HERE on the QXO forum or call 1-888-797-7377 -Michael

has there been a platform update today or lately, today we had 2 customers on schedule, somehow all of a sudden 1 work order dissapeared and hte other one duplicated on the schedule side by side! this happened months ago and we never got a resolution

[quote user="John M"] Danny, It works. Thanks! [/quote] Fantastic!  Thanks for letting me know John.

I'm glad to see that you figured it out. -Michael

Hi Orlando, There is no Leads table in Method, a lead is essentially a specific Entity type, you would import leads into the customer table. The only required field in the Customer table is FullName(But you have to import it into the Name field). When importing your list make sure to add 2 extra columns for Entity Type and IsLeadStatus. You will ...