Method Community

Dave, In addition to Paul's response, I'd like to ask that you please review the webinars that have been made available to you.   Many of the questions you are asking around Method Warehouse are addressed in these movies.   Thanks, Danny

 Ann, Happy that you are now able to log on. It turns out the checkbox for "User can sign-in (counting toward my paid licenses)" was unchecked. This can be found under Customize > Users > Select a user and on step 1 when editing the settings for the user. Once that was checked, it worked.

 Hi Ann, Can you please walk me through the steps you took to get that message? Are you logging in to Method via www.methodintegration.com? The reason being is that even if the username / password is not correct Method does not show that message. To ensure you are logging into Method from the right website, please go to ...

Hey Bob, I wanted to tackles this from 2 sides. Starting with using the Website from behind a proxy, then finishing the post with using the Sync Engine from behind a proxy. Website: You should be able to view the Method Website fine from behind a proxy. If you are having problems loading the site, the proxy may be blocking its content. If you ...

 Thanks for pointing this out Matt. We'll look into it and I'll update you on the progress.

 Hi Mike, I would like for you to clear up a few of things for me so I can understand your steps and try to guide you. When you say you added 2 new 'tabs' to your Customer Center tab, do you mean tab links as in new screens that show up in the same line as Customer List, Invoices, Estimates etc,? Or do you mean tab sections on the ...

 Hey Richard, We have looked into doing this but found that there is an SDK limitation with converting Estimates to Invoices. We did find that using Method we could copy all the items on an Estimate, and inject that into the invoice table. The problem with this is that QB will not know that the conversion has happened, it will look at that ...

 Awesome! Let us know if you have any more questions.

 Hi Matt, To 'Override default time of day to', you would need to set a default value. So for instance if you had selected the checkbox for "Use today's date/time" and in step 4 you set 'Override default time of day to' "7:30 AM" and publish. Then when you select a date the time portion of the date ...

 Hey Kevin, This error is showing because Method cannot find a Customer/Vendor that this Opportunity is assigned to. Click on "Clear & New" and fill in all of the required fields. If you entered in a customer it should save fine. If you still get the message, contact your business consultant and they can look into this ...