Method Community

 Hello, If "Lead Status Only" is checked when you enter a new Lead that means that Customer (Lead) entry wouldn't go over to QuickBooks unless a transaction is performed (sent to QuickBooks) or the checkbox is manually unchecked. Any transaction be it Estimate, Invoice, etc performed in Method will go over to QuickBooks in ...

 Hey Joe, I am looking into this, I will post what I find.

 Hey Jacob, As you noticed, the default template for estimates does not support "Manufacturer's Part Number". You would need to add this field to the table, then customize the screen to add the field. If you need help doing this, check out the webinar "Tables and Field", you can find that here. Once you add the ...

 Awesome, way to go Jacob!

 Hi Jacob, Please take a look at this previous post and it should point you in the right direction. If you still have questions please let us know. http://www.methodintegration.com/cs/forums/p/289/839.aspx#839

 Hey John, I tried to get this message but was not able to. Can you lay out the steps you took? Was this done while the initial sync was finishing?  Or had you finished the original sync, then tried to edit this estimate? The steps I took, Step 1 Open an existing estimate in Method, that has been synced to QuickBooks Step 2, ...

 Hi Joe, My interpretation of your alternative is that you want to 'indirectly' change the record ID by moving the insertions up or down and ultimately changing the record ID. It doesn't seem like the best route since we cannot alter the record ID. You mentioned that you are trying to conserve on space so that's why the ...

 Hey Joe, This is something we were able to fix quickly, some of the clients had NULL values for "isleadstatus". We ran script so that when everyone logged into their accounts, it would change all Null values to No. Short answer, it's all fixed up.

On Wednesday, October 28 @ 1:00pm EST, Valbon Shabani will guide you through the initial installation of Method and provide some basic troubleshooting steps to prevent you from getting stuck along the way. This will be followed by a few of our Frequently Asked Questions on installation.So how do you join and participate in the webinar?  ...

 Hey Joe, Good find on this, I am looking into getting this resolved as soon as possible.   Thanks!