Method Community

Hi pdirect, Kindly refer to this forum post for the link to the Outlook Plug-in and supporting information. We have a dedicated forum specifically for the Outlook Plug-in, if you have any questions regarding the plug-in, don't hesitate to post them there. Regards, Denis 

Hi pdirect, You actually need to install the exact same installation file from the Method web-site under Quickbooks -> Synchronize -> Show Installation Steps. Based on the computer name, the Method Engine will figure out that it's in "listener" mode.  Regards, Denis 

Hi,  I am wanting two functions; 1.  Tracking Job Time per Employee - Field Service Module - I see how to enter time there. 2.  I need a daily time sheet for the Employee that is linked with Payroll; for example;    Time In: 8AM -  Time Out: 5pm.   Lunch 30 minutes. Question:  If the same ...

Hi Salson, QuickBooks has the ability to add up to 15 additional custom fields to your screens which can be applied to a combination of Customers:Jobs, Vendors, or Employees, provided that no more than 7 custom fields apply to each type. Custom fields are also limited to 30 characters, which Method then pulls from QuickBooks. You have to ensure, ...

Hi William, Thank you for reaching out to us with your contact info. I've gone ahead and added the FieldServices tab to your Admin user role.  To briefly explain, when you install Field Services, you have the option to either add the Field Services Tab to the "Admin" role, or you can create a new role called "Field ...

Hi LilAaron, Also a quick note that if you were looking to export the contacts as opposed to customers, you can do so by selecting the "contacts" table in step 3.  Cheers, Denis 

Hi LilAaron, In order to export the customer contacts to print them, follow the following steps: 1. In Method go to Customize -> Integration Tools -> Go to import/export... 2. Choose to Export a table to a file 3. Pick the "customer" table from the list of tables and select the fields you wish to export. In your case this ...

 Hi Steve, I just wanted to let you know that this is still being investigated. Thanks for your patience! Wayne

Hi Thomas, Regarding changing the Labels of fields - you are correct. This is merely a cosmetic change that does not affect the database relationship.  Your original question was whether you can override the Estimate LineTotal field, and the answer to this is no. This particular value is pulled directly from QuickBooks, it isn't ...

I haven't found any documentation on this, but I have setup a "master" workstation running quickbooks that will run the method integration engine and listener, but as I understand it, I'm now supposed to only install the listener on every other QB computer.  How do I only install the listener?