Method Community

Hi - I'm posting this on behalf of a client.  Thanks!   ******************************************************   I'm starting to dig into Method today and am encountering a bit of a problem with the third party portal.    When I click on "Show Test Page" I can log into the portal just fine.  ...

LaCrews - unlike the rest of Method, using the API is for coders.  So you'll have to find your geek hat, seclude yourself in a dingy basement, and limit yourself to a diet of strictly pepperoni pizza and Coca-Cola before you are allowed to surface again. XML - helpful.  If you are a coder, then the XML required is very basic.  ...

Hi Guys I wonder if you can assist me.  I'm beginning to see the need for a working knowledge of Method API. Before I can fully understand and begin to use the API I think I need a working knowledge of some other programming. Can you suggest a curriculm?  i.e. Would I need to know the basics of SQL, XML, HTML, VBA, .......

Hi Ian, This issue is resolved. You should now be able to use "currency" field in Web Forms. Sorry for inconvenience caused, Thank you Victor

Hi Heather Method only syncs your transactions relative to your sync settings.  (i.e.  Maintain for the past 31 days) The syncs settings can be found at Role:Admin   Tab:QuickBooks>Synchronize Hope this helps

Mark - there's no limit.  During the first month you can add as many users as you like.  Just keep in mind that when the first subscription invoice goes through on the one month anniversary of the trial sign-up, it will charge based on the number of users at that time - so it's the user's responsibility to make sure the ...

The balance is showing correctly in the Customer List, but not all of the transactions are showing in the transaction tab.  I just recently upgraded QB from Premier 09 to Enterprise 10.  All of my transactions are showing up correctly in QB's

How many named users are included in the free trial accounts?

 Hi Bonnie, As Method is a web-based solution, the ampersand and other special characters cannot be used in your names. If you name that report YTD PandL instead of P&L, it will correctly appear. Hope this helps, Denis

Hello, Tim asks how to import a CSV file. For the benefit of the community I wanted to post this on our forums. Hopefully, these steps will clarify how exactly to correctly import your data into Method. 1) Go to Customize -> Tables / Fields and find the table you wish to import into (or create the table if it isn’t there by ...