Method Community

Greetings. For some odd reason, the button that i use on my custom page for printing route lists is not working again. I havent done anything to this button. The default route list button works. I simply copied the Work Order list page but that was 6 months ago and never made any changes to the button.  Any suggestions? Thanks,

Hi Jason, Though it is possible to import Invoices into Method it can be a bit tricky since you will need to import the Invoice table and then the InvoiceLine table. It's best to get these transactions first into QB which will flow over to Method. If you take a look at the Inuit Marketplace there are a bunch of apps that specialize in ...

 I've got three attached grids on a screen and I cannot figure out how to delete records in the grid once a record is created.  The grids only have one field each.  One of the grids has a Text field, the other grids have Dropdowns.  But as I say, I cannot see an Edit button.  I assume I need an edit button to delete ...

We are new to method. I am wondering if there a way to import sales data from our online store into method/QB. We can export our data in the common format such as CSV. I don't seem to able to find the proper tabel in the import section of the integration tool. When I choose invoice it does not have a way to map the item sku. Thank you in ...

k,hahn, Nothing has changed as far as accessing data from QuickBooks Payroll. You can access the same functionality as QuickBooks for  Bank > Writes Checks  by going to the QuickBooks Tab Group and going to Vendors > Writes Checks in Method. Maybe another user may have a suggestion for what they have done. -Michael

Hi Method Team, Are there any new processes since prior posts that may permit Method to access and print PAY Checks.  Do the actual checks have to be printed in QuickBooks?  Was thinking of using Remote Entry but that will be discontinued next month. Would like to use QB Online, however it doesn't connect pay amounts ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Activity Type New - a field called “App Specific?” has been added to the screen and indicates if the activity type is used by a specific Method app.  By default, the activity type ...

Thanks, I was looking all over for this screen

Michael- Can you enable MethodSupport and email me the account name? Also what options you are selecting or filling out when trying to run the report? -Michael

Michael- You can change this by clicking on the ... next to the Actiivty Type drop down found in the new Activity CRM Screens(Activity > New Activity). You will see that there is a new option for Show on Calendar? check this for the Activity Types you want displayed on the calendar. -Michael