Method Community

Hi Lex, What table and screen are you trying to add the dropdown to? Audisho

Hi Seth, Depending on the number of items you have, you may want to consider using a per item price level instead. This allows you to set a specific price for each item in your items list and will allow you to apply this price in both Method and QuickBooks. If you only need to apply this logic in Method, you could add a custom field to your item ...

Hi Asphault365, It appears there is a setting on your server that is blocking the download and installation of the plugin. If you have access, try adding https://www.methodintegration.com to your Trusted Sites in your Internet Options. If this doesn’t help, you can try playing around with the additional settings under the Security tab, ...

Hi Jason, Just a quick FYI: Our image attachments on the forum don’t work. If you need to attach an image to a post, first upload it to an image hosting service such as imgur and use the link to attach it to the post. Unfortunately, it’s not possible to change the default alignment of an input text box and it’s not possible to ...

Hi Conner, Yes, that’s correct that you want to have it installed on a computer where you can leave QB running. It’s just as important that the QB user has the correct access to the company file however, or sync conflicts will be created. This is why we recommend syncing with the QB admin user. The MIE will not function if you have 2 ...

Hi Conner, Correct, if a user does not use QB, then they should not install the MIE. The MIE and QB must be running for the sync to occur. I hope this helps. Audisho

Hi Conner, Unfortunately, I can’t give you a definitive answer, as Method was not built to run on a terminal server and as such, we are not experienced in setting up Method on this type of environment. All I can do is explain how to setup these applications on a standard environment and direct you to Solution No. 251 for additional tips on ...

Hi Maureen, You actually won’t be able to “remove” the user for this reason. There are records in your account that link to this user and if a user appears anywhere in your audit trail, you will receive an error when attempting to remove it. Your alternative is to uncheck the user can sign in option so that it no longer requires ...

Hi Dan, The QBO Location field is actually located on the individual transaction tables, not on the Customer table. It’s a stand-alone field that is set individually on each transaction independent of the customer record. As such, you’re going to have difficulty using this field for the workflow you described. If you’re going ...

Hi pdx98, The action sequence is the action set that exists on the button and the number refers to the where in the sequence the error occurred. In your case this would be on the 28th action on (I’m assuming) the Process Payment button. On the stock portal screen, this is the action that processes the payment using the gateway. My guess ...