Method Community

Hi Denis,   Thanks for your post. I tried what you recommended but the custom field is not being populated in Method. I resynched with QB but nothing is coming up. Please advise or provide any other suggestions.

Hi Heather, Your Method Account is tied specifically to one QB database at a time. You can always use the "Copy / Import Screen..." to copy from an existing Method account to a new one, however to do this you would need to simultaneously have two Method accounts registered with us - one to copy from, and other to import into. *Note: ...

[quote user="pdirect"] Thanks, but it seems it would make more sense to make this available in a "downloads" or "applications" section instead of a forum.  [/quote] It's also located under Customize > Integration Tools > Email/Calendar Integration within Method itself.  That will ...

Thanks, but it seems it would make more sense to make this available in a "downloads" or "applications" section instead of a forum. 

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