Method Community

Hi there David, Mass Updating of any sort is typically faster using the Import / Export tool (unless its something you intend to do often) - Would you mind sharing some of the Bugs you ran into when trying to do this? If you would like to follow the Customization route - there are a few considerations before pulling the trigger on a ...

Hello,  I would like to mention that this process cannot be automated to autogenerate unique account numbers for all your customers and have it sync to QuickBooks right away. There would be some customization required to assist in doing this. Here is an idea below on how customizaton would be useful for generating ...

Hi Werxgroup, I am a Method Partner and most of the items you mention can be done with Method out of the box.   Some items, like adding customer demographics, would need some customization.  Method is pure online play, so there is no offline capacity... Method syncs almost real time with QBO and allows you to extend your ...

Hi Marcelo, At this time, its not possible to import a word document and match the styling. You can ofcourse still copy any text from relevant documents into your reports - but the styling will still need to be handled manually. Keep in mind we do have a dedicated Consulting team who is here to help! If you would like to learn more - shoot ...

Hi There, Unfortunately there isnt a way to retroactively make a field Required or Unique - This needs to be done the First Time the table is created, or on an empty table with no data.  While Your suggestion to Export the data, Delete the Rows, and re-import is possible - Its certainly not the route I would recommend you take. A Much ...

Hi Jason, Thanks for bringing this to our attention. We have made some changes to the API recently in order to improve performance. While I can't say that I was able to make changes to these table via the API prior to the update, I can confirm that I am not able to do so at this time. I tested importing a new record into the ...

Hi JGAnderson, Certainly happy to help out! There arent any hard limits imposed on the Generate Report action, so you should theoretically be able to generate as many records in your Report as your Filters will return. Are you getting exactly 100 Records? There is an option on the Generate Report Action called 'Filter Safegard' which ...

Hi Again Martina, When you are Updating records by Importing the Records back into Method, you need to ensure that you have the Update existing records by matching the key fields option checked when preparing the data as I mentioned in my original Post. There really isnt a quick way to Delete duplicate records once they are in ...

Hi There, My apologies for the slow reply here. Depending on how this has been set up, you might need to locate and change this code in QuickBooks directly. Im assuming youve added a custom field to Quickbooks which then syncs to method with the pre-generated EDI code. This works fine, however due to a limitiation in the QuickBooks SDK, you ...

Hi Jonathan, Your Audit Trail logs all activity in Method. You can find the 10,000 most recent items in the audit trail by navigating to QuickBooks > Audit Trail in your Method account. If you need to find an event prior to this, or would like to filter for something specific, for example a user, you can export the audit trail using the import ...