Method Community

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 ...

Our web form is already posted to our website and is working well (except the autobots that spam us) but I realize that the activity that gets created has been assigned to me when it should be assigned to someone else.  Is there a simple fix we can make to the code that is already on the website instead of reposting it and having our web ...

   Mapping - When attempting to map one or more addresses from the FieldServices Work Order List screen, several of our franchisees are getting a series of errors and odd browser behavior from both Internet Explorer and Firefox. From Firefox, when we select a work order and then click More Actions > Map and Directions ...

 Hi, Can you please tell us how to get Date without time stamp? Thanks in advance.