Method Community

 OK, thanks.  I'm sure we want to keep Intuit Merchant services, as we have quite a bit of autopay's set up there.  So I'm guessing they would like to have the techs enter the credit card data for it to be contained in Quickbooks, most likely the charges wold be run by myself.  But there is a big difference if it ...

Hi, Let’s take this one step at a time. Allowing the tech’s to enter credit card data from the field using Method and sending this data to QB is pretty easy if you have the screen set up to do so. The question is…where are you ‘processing’ or should I say charging the credit card? (1)  Collecting the data in ...

I am trying to understand how the Items tables are used in Full Blown Method. There are several tables for Items including Item,  ItemInventory, ItemNonInventory, and more.  All of these Items tables appear to have the same fields including custom fields imported from QB.  All of these tables also appear to have the same number for ...

How can an EXISTING Screen and Table association be viewed?  How can I see what Table a Screen is linked to? I can see which fields are available in the Screen Edit mode, but I cannot see which table these fields come from. In most cases the association will be obvious, but for example, there are several tables for Items, all of which have ...

 Ok, i'm new to method, but having pretty good luck with  getting everything working correctly, scheduling, invoicing, etc.  However, bosses want to be able to have the technicians in the field enter credit card data, and have it tie into our QuickBooks payment processing (merchant services), ie, show up in Quickbooks.  ...

The Intuit Solution Provider Summit is less than 4 months away and we are thrilled to be exhibiting at the conference once again this year!  The 2010 ISP Summit will be held in Los Angeles, California at the Hyatt Regency Century Plaza hotel, from October 4-7, 2010.  I’m sure past attendees will agree, that if you’re an ISP, ...

Dave, Any news on this?  This would appear to be a critical bug. Custom Fields have been a key issue for me in deciding whether I can run my business on QB and/or Method instead of writing custom code.  The support for Custom Fields has always been poor in QB.  For example the original 5 custom fields were not fully supported in ...

This also happens when trying to use the other pre-configured options for example Traditional Blue.  The active tab color changes but the section headings etc. remain the default green.  This is with Full Blown Method. I have logged out and back in, but I haven't waited a couple days etc. to see if it is system refresh or ...

I've created a report with filter within date range.  Here's the filter settings. When I run the report I get the following error message. The report runs fine without the filter.  Any idea what I'm doing wrong with the filter?

Steve, We've done our part but the problem is that you are trying to insert times into QuickBooks and the times are before the closing date of the file. Below are just some options you might want to explore: (1) You will have to temporarily lower the closing date if you want them to go to QB, otherwise it will keep giving conflicts, and ...