Method Community

Hello, Is it possible to process checks/e-checks through Method or only credit/bank cards? I am using a customized version of the QuickBooks_ReceivePayments screen and the Account and Routing number fields are included and set to be shown in the Process Credit Card Information section, which opens when choosing to ...

Hello - We recently started processing charges as sales receipts through QB and would like to begin using Method to easily process the payment and email the Sales Receipt to our customer. While I can view and create Sales Receipts in Method, there are no options to process the payment (as in ReceivePayment screens). The second half to a ...

Curious, I couldn't get the change I was making to reflect when I logged into the portal. I attempted it several times over a few days without luck. However, after I saw your response, I made no changes, just tried logging in, and yes - I can see all open transactions now. Thanks.

Hello, I customized the ContactsPortal_Home screen to increase the default rows showing in the transaction grid. By default it shows 5 rows, but I wanted to increase it so all due transactions will be visible right away, so I increased it to 100. The change was made & published on the grid in the screen, but when I log in, it isn't ...

Thanks Chad, I look forward to hearing what you come up with because I needed to do a similar import for deposits (only 400 records), and am now running into another problem. I was able to import into the DepositTotal field without any problems. I also imported my deposit lines and all looks fine in Method.  Then I did my QBD sync. Checks ...

Hello, I needed to import about 3000 check records into the table. When I did this, I was unable to import into the Amount field. The data was in my file, but the Amount field was not an option on the dropdown. I assumed this is because it would be populated from the CheckLine Amount. So I did that import successfully. However, when I look at the ...

If I create an opportunity listing an amount of $100, then create an estimate for $200 and attach it to the opportunity, does it have any effect on the opportunity amount, or visa versa? I'm not showing that it does, but I'm also using an outdated screen.  My real question is: How do the amounts from Estimates & Opportunities ...

I am experiencing this error message in a QBO account. In both the New Document & Edit Document screens (not customized), when I select the Folder dropdown list, I'm not able to choose anything, it just displays the error about fields being displayed not been deleted. When I click on the ..., it takes me to New/Edit Document folders ...

I figured out my problem. The Go To Screen action is ok to use - as long as it's used consistently. I found that I was using the Go To Screen action on my Buttons, but using Go To Tab Link on my Go To links. Now that I've made them all Go To Screens - it's working like a charm.

My Portal screens, including "Back" button actions were copied  from another account and are identically set up. However, the portal for the account I copied from isn't having any issues and I can't remember experiencing this just last week when I was testing, but focusing on other issues. Each "Back to Home" link ...