Method Community

Hi Lance, I was able to duplicate what you mentioned and will create an internal ticket for this. -Michael

cpitts, We currently don't have much documentation on conflicts but you can post the conflict here and we can try and help you out or alternatively you can email it directly to me and i will strip out any content that is private/irrelevant to the issue and post it here in the forums. -Michael

Hi KatesRealFood, Try this: Go to Customize > Tables / Fields and click Edit Fields... for the Activity table  Select Add a Linked Field For Link Using: select Entity  In the Linked field drop down you should now have the ablility to select the customer fields you want to add to the activity table. Next step would be to ...

HI Pioneer, If this is still happening can you email me your Method account name and enabled MethodSupport(Customize > Users) -Michael

Hi John, Method does send the Time Tracking times to QB, in Field Services do you have anything listed under the Post To QB tab link? Time Tracking entries do not show up in the QuickBooks Dashboard. -Michael

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Classes (QBO) Method CRM now syncs with QuickBooks Online Classes, which was only released by Intuit to developers on Friday last week. (QBO) Class tracking is still very primative, and we only ...

Does anyone know of any training/webinars on Resolve Conflicts?  I get conflicts to occur, but the descprition on what those are are inadequate.  Would love to know why conflicts are occuring, how they're occuring without any knowledge of them. ex: payments made in 2010 coming up in r/c.  Training or webinars?

  We're excited to announce the release of Method Scheduling & Invoicing for QuickBooks Online. While there are several apps available for Method users who use QuickBooks Desktop, this is the first app available for Method users of QuickBooks Online.  Considering the large percentage of our QuickBooks Online users who are ...

Can someone please walk me through the steps for linking customer table fields to the activity screen? i.e. While a sales rep is entering activity info, I want them to be able to see current balance, phone number, lead status, and other Customer fields on the left hand side of the screen.

Beta testers of the Method Scheduling & Invoicing for QuickBooks Online app will be happy to see the following updates: User Guide - the user guide is now available here. Add / Edit Work Order - has been updated to include QuickBooks Online specific fields such as Break and Hourly Rate.  Note, you don't see Hourly Rate, it is ...