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  • Re: CRM Portal error

    OK.&nbsp; Reconfiguring my email worked.&nbsp; Apparently Method doesn&#39;t like my Windows Live/Hotmail email&nbsp;account, so I switched to another (Gmail) account and everything worked.&nbsp; Thanks for your help, Amanda!&nbsp;
    Posted to Method:Classic General Q&A (Forum) by SGilljp on 08-18-2010
  • CRM Portal error

    To try out the customer portal, I added a test customer to QuickBooks, and added the portal to my website.&nbsp; I registerd the customer and received a user name &amp; password. When I signed in to the portal and tried to change my contact information, I received the following error: &quot;ERROR^Action Sequence 14: Error with user ...
    Posted to Method:Classic General Q&A (Forum) by SGilljp on 08-18-2010
  • Off to a bad start

    I&#39;m afraid I am off to a bad start with this Beta.&nbsp; I decided to walk through the Tutorial in the Quick&nbsp;Start Guide using as a sample a project I just started working on.&nbsp; I entered a new project in step 2 and input &quot;3&quot; as an&nbsp;Est Qty, $75 as a rate, and when I clicked &quot;Update&quot; nothing happened. ...
  • Moving to a new PC

    Last week my hrad drive failed and I moved my QuickBooks file to a laptop temporarily.&nbsp; When I tried&nbsp;installed the Method engine on the laptop and tried to access my company file, I think I ended up establishing a new user account, and some of the transactions in my Method file appear to have been duplicated. Anyway, I am now getting ...
    Posted to Method:Classic General Q&A (Forum) by SGilljp on 02-09-2010
  • Sync Bug?

    I received a payment from a customer for 2 invoices, applied the payment to the invoices in QuickBooks, and in QB the customer balance shows as $0. However, in Method the customer still showed a balance due in the customer list. I ran a full sync just to be sure. The customer center shows all of the transactions, but apparently&nbsp;was ...
    Posted to Method:Classic General Q&A (Forum) by SGilljp on 11-23-2009
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