Method Community

Scenario:  You’ve done a seminar called “Take QuickBooks into the Cloud”.   At this seminar you received an opportunity.   A sales manager at the seminar is excited about your product and wants his sales team to see a demo and provide customization input but they can’t do it all at one ...

 Hey Chris, Welcome to Method! Although it is possible to add Assembly Items in Method, this will cause problems when Method tries to sync with Quickbooks. Our official answer is if you want to take advantage of our MRP calculator, you will need to update your Quickbooks to a version that supports Assembly Items. If you attempt any ...

 Hey Chris, Sorry I wanted to correct my last post. When filling out an invoice, you are able to select the location to ship from, this is not the same as a bin. If you do not select a location, Method will automatically pull the invoice items from the default location. On the default screens, you are not able to select what bin you ...

 Hi Ian, I confirmed that it is not possible to check /uncheck the checkbox on the PDF report. Can you tell me why you want to be able to check/ uncheck that box? Are you hoping that the value from that box would go back to Method? If you outline the goal you are trying to achieve we might be able to come up with another alternative.

 Hey Cindy, It sounds like you need to add a filter to your activity grid. If you go into the grid wizard, on step 3 you are able to assign filters to the grid. Check that out and you should be able to get what you are looking for. The same will need to be done on your customer list screen. Check out this webinar, it talks about grids and ...

 Hey Chris, We have looked into the problem with the bin's screen and everything looks to be working correctly now, please test it out and let us know if you are still unable to use this screen. As for lot numbers, they are tracked by bin. When you fill out an invoice, you select what bin you would like to ship from. This is how you ...

Hi CJonesy20, Although QB Pro does not have Build Assembly, my company "Info On The Web" has added quite a few custom Build Assembly  features to it using Method as backend to our web and iPhone/Mobile apps.  I would be glad to spend some time with you to see if the combination of our custom apps and Method can make it work on ...

I just signed up yesterday and am using Quickbooks Pro 2010 which does not support inventory assembly items. From your message it looks like there is no way I can use Method for MRP calculations, correct? It's definitely not worth the money for me to upgrade to Quickbooks Premier. I spent 30 minutes trying to watch the webinars and had little ...

Yes, I used the report designer. I'm not sure I understand your answer.  So the report works for the first time the lead appears on it with all the activities, but will not update activities for the lead after that?  In order to get all activities for that lead onto a report I would have to customize a screen?  Can you clarify ...

Hello Ian, I tried adding a checkbox from the 'Standard Controls' to the report and it isn't interactive on the PDF report. I'll look into it some more to see if it’s at all possible, but my hunch is that it is there so, if you were to print out the report and then would like to check the box with a pen you can. It could ...