Method Community

 Hello, We've had 2 other customers with similar issues after they installed the latest QuickBooks update, please keep in mind this only applies to the Canadian version. Those 2 customers reverted QuickBooks to how it was before the update and that worked. In terms of the steps involved to revert QuickBooks you may have to contact ...

3 related questions: 1.  Do custom fields created in Method and the data that is populated into those custom fields sync with QB and feed the data from Method to QB? 2 . If I create custom fields in QB, will those custom fields automatically get created in Method, or do I also need to create the same custom fields ...

Hi, We couldn’t agree with you more about the importance of an approval process. I’m going to suggest you read one of our previous blog entries Who wouldn’t want “real time” syncing? The feature that you are asking for already exists! After reading this blog you’d understand why creating a new table is not the ...

Thanks Ryan!  :O  I'd not looked in the "About" tab...doom on me!  I was "assuming" docs wouldn't fall in THAT category! ;)

 Hey, We do have CRM documentation available as well as other documentation. We also use Webinars to show our users how the screens work. You can find the documentation and our webinars at the links ...

Quickbooks is crashing (sort of) whenever I do a Method sync.  This started immediately after I installed the latest Quickbooks auto update a few days ago.  Method resolve conflicts center says that I need to rebuild my data file, which I have done.  (Ran rebuild & verify 5 times now, each time it says my data is fine, it was ...

 Sometimes someone creates a record (a work order, an invoice, a timesheet, whatever) and it needs to be approved by one or more people before it should go into QuickBooks. One way I could imagine doing this would be to just create a new table, like "Unapproved Timesheets".  Manage the data in there until it gets all the ...

Is there any wiki's or pdf documentation available anywhere from within the Method website?  We've just taken on the task of testing MethodCRM integration with Quickbooks for our manufacturing offices/plant.  I'd like to have printable docs for review/reference by office staff if necessary.  Thank you for any ...

 Hello, I tested this out on my end and I was not able to enter the same job name twice in Method. I'll look into this and let you know if there is an alternate way of doing so and get back to you.

Our accounting folks create a "General" job for each new client. In method I am able to create a client then create a test job (eg. test123) but it seems once a job name is used by any client it can't be used again. Once a client is created we use the 'Job of Customer' dropdown to select that customer then type the job name ...