Method Community

So actually, since Method cannot access the Undeposited Funds database in QuickBooks, bank deposits cannot be made in Method as they would be in QuickBooks.  I reviewed the videos, but they only address deposits where you specify the accounts on the deposit , rather than selecting customer payments from undeposited ...

 Hi there, There is no default screen in Method for deposits. However, you can build a deposit screen. To help you, there are a couple of videos on how to do this from scratch, please see the following blog for more on this: ...

 What about recording bank deposits?

 Hello, I do believe you are referring to this post: http://www.methodintegration.com/cs/forums/p/909/3085.aspx#3085 Please let me know if that's correct.

I recall seeing a list somewhere of what you can do in QuickBooks that cannot be done in Method, but I just can't find it.  I know that payroll transactions and credit card payments can't be handled, but what are the other transactions that cannot be done using Method? 

OK.  Reconfiguring my email worked.  Apparently Method doesn't like my Windows Live/Hotmail email account, so I switched to another (Gmail) account and everything worked.  Thanks for your help, Amanda! 

 Hi Cindy, Thanks for getting back to me on the Filter String Editor, I'll look into it some more and get back to you on the possibility of filtering those 2 conditions. Please let me know if you have any luck with moving the fields to the detail section.

Please refer to http://www.methodintegration.com/cs/forums/p/940/3190.aspx#3190 for a reply on this post.

Hello, I tried testing this out, by logging onto the default CRM Customer Portal as a Customer and then updating the 'Phone' field under 'My Profile'. The phone number for the Customer was updated in QuickBooks and Method in real time, no problem. Have you set up the Default Email Preferences under Customize > My Account? You ...

 Hello Wilna, The Job Name field on the Work Order screen is meant to be a short text description of the job. Examples of possible Job Names are 'Service Call' or 'Computer Repair' or 'Tree Trimming' etc. It does not appear on the invoice. The field as it appears on the table is called 'Comments' ...