Method Community

 Thank you very much for providing us that link. We really appreciate it!

 Hello, I just wanted to add that Intuit is aware of this issue but hasn't given an ETA as to when it would be resolved. So for now the only solution would be to revert your QuickBooks to the state it was in before the update.

 Hello, We've had 2 other customers with similar issues after they installed the latest QuickBooks update, please keep in mind this only applies to the Canadian version. Those 2 customers reverted QuickBooks to how it was before the update and that worked. In terms of the steps involved to revert QuickBooks you may have to contact ...

 Hey, We do have CRM documentation available as well as other documentation. We also use Webinars to show our users how the screens work. You can find the documentation and our webinars at the links ...

 Hello, I tested this out on my end and I was not able to enter the same job name twice in Method. I'll look into this and let you know if there is an alternate way of doing so and get back to you.

 Hey Bill, One easy way would be to edit the opportunities grid to show more rows, you could also export the list to excel and print it. Of course If you want to create a printable report in the Method Report Designer,check out our webinar 3 steps to becoming a report guru for tips to get you started.    

 Hi Jacob, When Method is configured properly it shouldn't synchronize with a non-corresponding QB file. Referring to post: http://methodintegration.com/cs/forums/p/770/2624.aspx#2624 should help to resolve this issue. Another possible reason this issue would arise is if within Method you go to Customize > Synchronize and click ...

 Hi Jacob, When dealing with multiple QuickBooks file, you need to ensure you have the correct QuickBooks file open when you are doing the initial sync with Method. From the post it appears as though the incorrect QuickBooks file was opened during the initial sync. It might be best to cancel the method account that is not syncing to the ...

Hey Bill, You can find the Outlook Plug-In at the link below. http://www.methodintegration.com/cs/forums/p/628/2096.aspx#2096 Don't forget to post your comments on the forum, you can find that here.

Hey Bill, The first step when using the Outlook Plug-In is to search for the client, of course if this is  new lead, you won’t find them. That is when you can select the "New Contact / Lead / Customer / Vendor.." button located in the top right section of the search screen. You can choose to enter in leads, customers, ...