Method Community

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 ...

It would be nice if you would allow first and last name to be added to the user account and then use those names in the dropdown boxes and other displays in Method.  For example, if I'm setting up John Smith, we usually would set that up as jsmith. But then in the dropdown boxes and in the screens, not everyone easily ...

I guess I'm confused as to what these permissions actually do.  Does this allow them to just add and edit activities or does this allow them the ability to actually add new fields and edit field names for the activities form?  If this just allows them to add activities, the term "add fields" is confusing because it sounds ...

On the Main Customer Screen I would like to add a filter criteria that excludes leads that are lead status.  I'm trying to set a cretia of isleadstatusonly not equal to yes.  It keeps defulting back to is equal to no.  The problem with this is that Customers entered directly in QBs do not have the field populated with a yes ...

I'm new user. When first installed I couldn't et it to synch. A method support rep fjnally got to work-he removed the permission to run something as an administrator but I forget where. Thing worked good for about a week then it quit synching. I didn't notice and I created alot of work orders and invoice which are not in QB. When I ...

I added a couple of Time Tracking records to a Budget / Contract. I set the Billable Status to NotBillable, but the Amount column (in the Time Tracking Tab) is still multiplying the duration x Bill Rate. Also, how is PS supposed to handle the Billable Status for service items that are setup as a fixed price? If I mark the Billable Status as ...

 The Customize->Tables/Fields->Edit Fields, is exactly what I'm doing.  However the window is closing everytime I click "add field".  I am adding fields to a new table I created, but I won't think that should make a difference.