Method Community

Hi Jason, In Method for QBD, the TotalBalance field can be used to display the balance of the customer plus the balance of all sub-customers. This field is already linked to your Contacts table so all you need to do is add it to the grid on your Customers and Contacts List screen. QBO doesn’t use the TotalBalance field, so you’ll ...

Hi cdvin, It sounds like you already found the option, but just in case anyone else is following this, the option is Transaction History and its located under QuickBooks > Synchronize. This option specifies which transactions will sync with Method based on the age of the transaction. Any completed / closed transactions with a date greater than ...

Hi Kelly, You’re correct, the screen used for building the list is one of the few screens in Method that you can’t customize. Thankfully, you still have the option to add additional fields to the list builder as long as the fields exist in your Contacts table. If they exist on another table, such as the Customer table, you may be able ...

Hi Dan, I was able to locate this field by turning on Track Locations in my company settings and was given several options on what to label this field as, including Territories (Location being the default). The field does in-fact sync with Method, but doesn’t appear to have anything to do with Departments, (though I did notice this listed ...

Hi Dan, If you process your payments in Method via the Customers > Receive Payment screen, you have the option of selecting the “Auto apply payments?” option. If you use this along with the “Process with payment gateway when saving?” option, this will allow you to receive a payment, have it automatically apply to the ...

Hi Dan, I’m not familiar with this field. Can you direct me to where I can locate it in QuickBooks?  Audisho

Hi Conner, If you have 2 accounts that will have the same screens and workflow, but will connect to different QuickBooks files and contain different data, you may want to consider setting up your account for multi-tenancy. This will allow you to maintain a single version of your screens across multiple accounts. You can read about this in ...

Only the account that you are copying to needs to be a pro account. The other account can be either. Audisho

Hi Conner, The version of Method is set on a per account basis. In order to obtain access to the pro features, each licence on the account must be converted to a pro license. You may be able to downgrade to the standard version once you have completed copying the screens, assuming your account meets the requirements. For example; if any of the ...

Hi Matt, This appears to be a bug with multi-tenancy in M:N, as I’m able to replicate this behaviour as well. I’ve created a ticket for our development team to investigate and will keep you posted with any updates via this thread. Sorry for the inconvenience. Audisho