Method Community

Hi there We create  some invoices/estimates and PO's in Quickbooks - and some are created in Method When I look in Method, I can see all the outstandoing incvoices created in Method - and the most recent created in Quickbooks - but not the older invoices created in Quickbooks? Same with estimates and POs. I'm I getting something ...

Hi Tim, You and I took a call to look into this and it seems to have resolved itself on your end. No known issues were present and it seems to be working. Thanks, 

Click the following link to learn what is included in this release. http://www.methodintegration.com/cs/blogs/methodblog/pages/method-outlook-plug-in-2-0-v2-1-36-update.aspx - Victor

For version 2.1.36 of MOPI, here are the updates: Resolved an issue where appointment category settings were throwing error messages, when attempting to update category mapping. To download the most recent version of MOPI, follow the steps below: In Outlook, click Setup. At the bottom of the "Settings for Outlook Add-in for Method ...

On Wednesday, September 15th @ 1:00pm EST, Ryan Bell will take you through a customization scenario on editing the invoice screen.  He will be adding fields to calculate commission, create a duplicate button from scratch and end with creating a dropdown list to select alternate billing information.  This webinar will take place live but ...

 Hey Everyone, Just a heads up I have updated the last post to include the steps needed to access your Method contacts from Outlook.

Dear Haident, Thank you for your suggestion to have a two way synchronization. Although this feature will not be implemented in current version of Outlook Plugin, it will be one of the features we'll review for version 3.0. 1.      In Outlook press the "New Mail Message" ...

Jim - One thing I'll add is that if you are using the Method FIeld Services application, the invoices get created for you based on what you have dispatched to your techs in the scheduling calendar. If you haven't installed Method Field Services yet, you can do so by going to Customize > My Account, and ...

Hey Wilna, I just wanted to toss in that you don't have to create 2 WO's. You can create one that starts on day 1, and ends at the end of day 2. It's really your choice how you want to do it.  

 Hey Jim, When using Method, you will always need to enter in an Item Name in order to enter in Rates. You could create a dummy file to represent work done, then edit the Description and Rate accordingly. Although we cannot copy what QB's does 100%, we do build the screens with as much functionality as QB when possible.