Method Community

 Hi Amanda, I was looking for how to change the time displayed in the tab: QuickBooks, tab link: Synchronize.

I added several new tags into a previous post and would have liked to add the same tags into my response to the reply I received.  Or maybe I should have just copied and pasted my previous list of tags? Regardless, I was wondering how your "tag system" works... Thanks! Diane  

Hi Ryan, Thanks for helping to respond.  Yes, I understand about the 2-step process and why it's necessary.  It's just that it seems impossible to perform the second step without knowing the Record ID as that's what links the 2nd step line items back into the Estimate header (the first step)! I still can't see the ...

Hi Danny - where do you find this new  download?   thanks, Kevin

Hey Ryan, Yeah, we have totally redone the cust. list screen.  I see the "add/edit contacts" button but it only sees the main contact and the alt contact info from QB. What does it look for to be on the contact list?  Is it a specific table? How many can be on the contact list per customer?  If I can have more than just ...

Hey Greg, Have you customized the Customer List screen? The reason I ask is that we added a "Add / Edit All Contacts.." button onto the default Customer List screen a few months back, and it does exactly what you are trying to do. Import the Customer List from the Method Library and you will be able to see this feature. This ...

Hey Diane, I hear you spoke with Val and he gave you a some idea's to get this completed. I wanted to post on here some answers to your questions so others can learn from it. First off, the import tool was not designed to import transactions, this tool was designed to import records 1 table at a time. Yes it is possible to import the ...

Hi Diane, When you say time display on the "synch" display, do you mean the "Method Integration Engine for Use with QuickBooks" window, that comes up by right clicking on the little m, in the system tray and selecting 'Display'? I just tried changing my time zone to Central and the time reflected in the engine showed ...

I am also getting this error.  The User is identified in the first screen of the Third-Party Portal tab.  I am using the original 'Ask A Question' screen, not a customized one.  Please help.

I have email setup for certain things like a change was made to the database to notify other users.  What I need is a quick, EASY, way to allow the person who is making the change to type a quick sentence into the body of the email to let the others know what they changed. What would be perfect is if they clicked the "email ...