Method Community

 Hi Lynn, To view all the transactions that can be performed in Method right off the bat you can view the tab links under Customer Center, Vendor Center and Employee Center. Due to the SDK limitation, here are some transactions you cannot perform in Method:   Bank Reconciliation Payroll Processing Online Banking Shipping (FedEx / ...

Or maybe it's not a key. Maybe it's a funnel???  Tiny pictures are obviously not my strong point.

Sorry for asking such an elementary question but I haven't come across the explanation/purpose/use for the little key symbol that appears on a number of the screens.

 Tina, Just to clarify, what I meant was that the latest version of the SDK Intuit released was finished before QB 2010 came out, so those new custom fields are not available – yet.  We are waiting for Intuit to release their next version of the SDK where we expect to see the more recent features of QuickBooks become available ...

 Hi Naomi, After reading over your post, I realized that you could be referring to Leads for Customers with 'Is Lead Status Only' checked under Additional Info tab section, in the Customer List. If this is the case then your Master table should be Customers and your Detail Table 1 should be Activity.EntityRef. You would also need ...

 Can someone provide me a quick summary list of the actions that must be performed in Quickbooks?  I have a client who is interested in using Method, but wants to know what she won't be able to do remotely.  Thanks.

 Hi Naomi, Which table you selected as your Master Table? As a suggestion, you may want to try making the Opportunity table your Master table and Activity.OpportunityRef as your Detail Table 1. This way you would be able to pull Lead (opportunity) information and related activity info. Please view the webinars on the Report ...

 Hi Tina, Thanks for the additional information. Intuit has actually stopped updating the SDK before QB 2010 came out. As a result Method most likely would not be able to see those additional fields. Please refer to the following post for more info on this and a possible work around: ...

 Hi Kelly, The settings under Customize > My Account > Default Email Preference should be the default settings. You shouldn't have to go in there and switch it between you and Judy. You can contact your ISP to confirm what the settings there should be. To specify the email address for each user, you need to go to Customize > ...

Thanks - we are looking forward to it! Judy