Method Community

 Victor, Success!!! 

 Victor, In viewing all of the programs in Add/Remove, I discovered another Method program under "O" for Outlook for Method Integration.  I have uninstalled this and the old icons are now gone from Outlook. I will go through the uninstall/reinstall process again and see if this fixes things.

 Victor, Since using add remove programs did not actually remove the plug in, is there another way to remove the old add-in?

Thank you for the reply. I understand not seeing xxxxx1234 in Method (records not synced). CREDIT CARD NUMBERS WERE ERASED FROM QUICKBOOKS DURING THE SYNCING PROCESS. Michael Melo explained the encryption process in detail; I understand that they are only viewable in the format xxxx1234 after being synced. So far, over 140 clients that had ...

Hi Shelley, Credit card data is extra special when syncing between Method and QB...we have to  play by QB rules as well as industry standards, which is a good thing of course.  Any CC details entered in Method are securely sent to QB which realizes the sensitivity of this data and sends it back to Method as xxxxxxxxxxxx1234. This ...

Hi there, Sure, I just need more details on what date you are referring to. If it is a date field or object you can edit the properties (step 4 of 5) and uncheck ‘Show Date And Time’ to display only time.  If you are retrieving the date through actions you should use the ‘Date Function’ action and format the date to ...

Hi there, Are you trying to send a PDF of the Estimate or Sales Order? If so, may I suggest a better approach? The default Estimate and SO screen’s will have a ‘Save & Email’ button which will send an email to the customer for that particular Estimate or SO with a link to the customer/contact portal. From there they can do ...

Hi Boyd, Please let us look into this and get back to you.

    Dear Method Tech Support Team, I have just discovered a serious glitch with the synchronization process. This is probably not due to a QuickBooks database error, I ran QuickBooks utilities and there are no errors in the file. Recently, I turned on the preference in QuickBooks that allows synchronization of credit card ...

I have billable time in two different budget lines on a contract, but when i click Create Invoice, only one of the line items appears on the Create Invoice from Sales Order Lines screen. Any ideas why both lines would not be showing up to be billed?  I verified that the corresponding QB Sales Order lines have the correct quantities and are ...