Method Community

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 ...

Hello, We are looking into this, and will update you the moment we establish what the issues are and are able to fix them. Thank you for your patience! I will update this forum post shortly. Regards, Denis

 Unfortunately the fix you introduced - whatever it was - has introduced another set of problems. 1) The LineTotal of items is being replaced by Cost. before update... note LineTotal... and after "Update"... 2) No estimate will sync with the system.  Newly created or freshly-edited, I'm getting sync errors on every ...

The "Field Service"  tab has somehow been removed from the admin screen. All links are still in place. Can view tabs in Field service role only.  I did not do any editing in the customization view.   Any thoughts? BB

 Denis You replied to my post regarding if the mapping function could be used inputting only zip codes.  You responded that it couldn't use just zip codes.  I don't always have the full address at the time of generating a quote.  Is the ability to input just zip codes something Method could do for me on a customizable ...