Method Community

 I am trying to build a report but everytime I try to log into the report designer I get  the error Failed to open a list of views Reason given was that the connectionstring property has not been initalized.   Can you please help me get thru this so that I can work on writing a basic report!

Hello Tina, Where in QB did you populate those 15 custom fields? For instance did you use in on Invoice, Service Item, Estimate, etc? The reason I'm asking you this, is if you added the custom fields to different transaction areas in QuickBooks then those fields will be in different tables. So when you try to see those fields on one screen ...

Hello! Yesterday, Judy and I finally figured out the right email settings for us to send activity emails to one another.  Both of us have the role of Admin within Method.  Everytime, I go into Account and change the email settings to me, it changes for her.  Should this be?  Also, yesterday we were doing fine ...

Ryan have you posted anything against this yet?  

I have populated the 15 custom fields in Quick books and want to place in my method.  When I try to insert into a screen only the first few show up, even after a recent sync.  Is there a way to get method to read and import the custom fields it is not linking to the field database?   

Good to know.  Thanks Danny. Without more explicit support from Intuit for QB on TS, it would appear a bit dicey for Method to support this method of install, although I am guessing as a COM object subscriber not server, the Method Synch is certainly TS session friendly, even if the licensing model, authentication and permission models in QB ...

Everyone’s heard of office “lingo” before.  You know those words that are thrown around the office, which no one but the people who work there actually understand.  How annoying has it been as an outsider, sitting on the other end of the fence, trying to decipher the “secret code” or language others are ...

Hi Amanda, Thanks for reply, it was great answer. but I set up the email signature in setting, but it did not appear in body part of email. and how do I put customer first name and last name in the email.

 Hello Seny, How are you linking to the secured screen from a non-secured screen? Are you using the 'Go To Tab Link' or 'Show screen in pop up' actions? If you are, then you cannot hover over the tab link to see 'https'. In this case, the only way to verify that the screen is 'https'; is to go into the ...

 Hello Ian, It is possible to set up the email so that it picks up which Account Manager(user) is sending it, and uses their email address as the 'From' email. When setting up these Account Managers in Method as Users, ensure you enter a valid email address for them in Step 1 of 7 under User settings. The next step would be to set ...