Method Community

Hi there Maureen, Is the 'New Company file' you mentioned a completely separate file? Or is this just a restored backup or the currently existing file? The statement that 'My Method database can only ever be synced with one quickbooks company file and that if I have a problem with my quickbooks company file and want to make a new ...

Any updates on this

I have been told that my Method database can only ever be synced with one quickbooks company file and that if I have a problem with my quickbooks company file and want to make a new company file, I would need to have a new Method database as well.  If this is true, is there some way to transfer all my information (Activities, work orders, ...

Can you tell me what Intuit hosting companies also have seemless syncing with Method? Thanks Maureen

Hi there,  I had in the past created a custom dropdown field in my Estimate's screen to show all available machines at our company. We've recently launced a new machine and I'd like to add it to the dropdown list. Only issue is that I'm not able to edit this dropdown list. Any ideas on how to get around this so that I can add ...

Hi there, Are you able to review the estimate screen and see what field in Method the unit price is coming from?  Is this a custom screen? I suspect that is your problem.. and explains why when you generate in Qb it appears correctly. But when started in Method it does not. If you don't know how to customize the screen or view ...

greetings I dont work for method by have you tried to disconnect sync then re connect?  John m

Hi there,  I've posted this question before, but really didn't get any response... When I create a quote in Method:CRM the unit price is incorrect. But when I create the quote in QuickBooks, the unit price is correct. In fact, once the quote is created in QuickBooks... you can back to Method to look the quote up and it's still ...

The following updates are now live for users of Method. Features Added support for importing XLS and XLSX file types.(PL-7339) Fixes Blank screen after signup. (PL-7768) Info icon for Subscriptions not clickable on android devices. (PL-7584) File/Image uploader is case sensitive on file extensions (PL-7242) File/Image uploader ...

Excellent! It's working now. Thank you so much for your help.