Method Community

Filed under: How do I synchronize CRM with QuickBooks? Today you'll see a new Method Integration Engine (the synchronization manager that syncs QuickBooks with Method CRM).  Here are the changes: QuickBooks Item Groups - big changes were made so that Item Groups can be added on Method and have the items in the group populate ...

Dear Method, Thanks for the responses.  So it appears if the debit/credit sign is correct (Assets and Expense = Debit, Liability & Income = Credit, etc), then QB displays absolute value which is postive.  If the sign is the opposite, QB displays with a dash/negative sign.  That would make it easy for developers like me to ...

Hi Kristin, With out knowing the specific requirements for your report, I'm not entirely sure what you are trying to track - the amount of time it takes your opportunities or leads to convert into customers? What does the % stand for? I recommend looking at looking at my colleague's blog post on creating charts. For reference you can also ...

Hi Jacques, One thing I wanted to add to the above, is that there is a work around to this which as with estimates, applies to invoices, however it will only work if your team only uses Method, as problems will come up if you use both QuickBooks and Method to assign RefNumber (invoice number) to the invoice. Have a look at that recent post by ...

Hi Jacques, As answered above, the reason for this is that Method needs to wait for QuickBooks to assign an invoice number to that particular invoice. The caveat here is that if Method is not immediately syncing with QuickBooks, whether because QB isn't open, or because there are resolve conflicts or problems with the invoice, this ...

Hi Jacques, You can certainly do this by placing a button on the purchase order screen that will display the home -> items screen in a pop-up using the "display pop-up" action; this would enable you to modify your items list with out switching screens per-se, but if you wish to go further and open the item screen on the condition ...

I am trying to figure out a way to create a report (possibly a chart or graph) to basically track our Sales Opportunites movement through the Pipeline. I want to be able to generate a report for each of our Sales Reps that shows how long it took their opportunities to move from 10% to 100%. Can anyone offer a solution for this? I've ...

I am also experiencing this problem. To provide background, my sales rep starts by creating an invoice. He hits save but no invoice number populates the field. Thus, when he goes to print his invoice there is no invoice # making it silly for the customer and for us to associate future payments with a blank invoice number. I would look into this ...

Hi Guys,   Question: When my sales guys are entering items on the PO screen all is fine and dandy. However, if they begin typing an item that doesn't exist in inventory, there is no pop-up to create a new item. Is there a way to add this functionality, so that if an item is not found in inventory then a pop-up comes up asking to create ...

Hi Jschoff, Unless someone here at Method will advise otherwise, I don't believe any changes have been made on our end. The IP range that Method uses are in the range 72.32.228.2** as the IPs below (which are our 3 servers). Web1: 72.32.228.236 Web2: 72.32.228.237 Web3: 72.32.228.234 Kindly take a look at this forum post for more ...