Method Community

[quote user="Anonymous"]   Just want to add; a simple alternative if you are just looking to export a list would be to use the Import/Export tool. You can find this under Customize > Integration Tools. If you haven't used this tool before, you can view webinar 28, by using the following link: ...

Hi Matt, By design it will still multiply the duration by Bill Rate to indicate the amount that would have been billable or could be billable if changed. A lot of the work happens when you actually invoice the Budget/Contract. When you invoice, the app takes the line items from the Budget/Contract (SalesOrder in QB) and only uses the ...

 That's great to hear :).

Hi Heather, I have tried to replicate your issue but on my end, going to Customize -> Tables / Fields -> Add a new Field works properly. Could you kindly go to Customize -> Users and enable the MethodSupport account. I will jump into your account and double check to see what is happening on your end.  Please also ...

 Wayne, That fixed it.  Thanks for making the change. Thanks Heather

Hi Terry, As per our phone conversation, I wanted to share with the community what we did to resolve your issue. Upon looking at Terry's computer we discovered the QuickBooks listener was not installed. To check that Method Listening is installed inside QuickBooks, go to Edit -> Preferences -> Integrated Applications -> Company ...

Hi Heather, This issue is now resolved.  "no" is treated the same as "null" so the filter "is equal to no" should now work for you.  Please try it out and let us know how it goes. Thanks :) Wayne  

Hello, Regarding Heather's reply - this sounds legitimate and should work, however one thing I did want to add is that the method (pun intended) above will cause all your "test" data to go over to your legitimate QuickBooks file, which will appear as conflicts under  QuickBooks -> Resolve Conflicts section. A work-around to ...

 [quote user="salson"] Also, if I only want Method to sync in one direction (ie end users can not make changes that affect Quickbooks) what is the best way to do this? [/quote]   I neglected to answer your question above: Although you can't prevent Method from "syncing" over with QuickBooks, as that ...

pdirect - good suggestion.  We could start rolling that out into future versions.  However, on critical screens you can do this yourself now.  If you look at Customize > Users, and edit the user setup, you can see that you can assign a QuickBooks employee or vendor to the user name.  Then, if you customize a user ...