Method Community

Thanks Ryan,  I will watch the webinar and check out the invoice screen settings.  I did find the settings referred to, but I still couldn't get it to work.  Hopefully the webinar will help!

On Wednesday, June 9th, @ 1:00pm Ryan will demonstrate how to use the Add/Edit Contacts feature, the Advanced Search screen and how to add contacts via the Method Outlook Plug-in. This webinar will take place live but will also be recorded and posted as a comment on the Method Blog and on the complete list of webinars on the Method ...

When I was tring to had some additional information regarding a already existing customer ie, email address  etc. and clicked "save" I get this message and will not let me go forward. "The customer/Vendor/Other name could not be sent to Quickbook. This name is already in use. Please edit the name so it is unique and save it ...

Amanda, Before uninstalling the Method Plug-In, I checked all of my Outlook settings as per the above document. My settings matched the recommendations. Now that the plug-in is uninstalled, everyone receives my attachements as PDFs. So, can we try plan B?

Hi Mike, 1. The version of QuickBooks I am testing on is for the US. How are you currently applying Taxes to a purchase order in QuickBooks? 2. I’ll look further into the "To be emailed' feature and get back to you.

 Hi Bob, Just adding to my last comment, if the first sync never completed properly, a changes only would keep trying a full sync until it finally completes. You can verify if a full sync was performed by going to QuickBooks > Synchronize > Edit Synchronization preferences check the date for 'Full Synchronization', in the ...

 Hey Everyone, Mlongacre, is on the right track. Check out the webinar below for details on how to use grids. http://www.methodintegration.com/resources/webinars/CommunityWebinar14IntroductiontoMethodObjectsLevel1.wmv What you're asking for can be done. Copy a screen (such as the invoice screen) that currently allow you to do this ...

 Hi Elizabeth, We looked into this and it appears as though it is a Microsoft Outlook issue. Please try out this possible solution, let us know if it works for you - http://www.dwheeler.com/essays/microsoft-outlook-tnef.html If that doesn't work then we'll have to do some further digging. Keep me posted.

Hi there Two more question for you. 1. Purchase Order VAT (Sales Tax) We use Quickbooks Purchase Orders extensively - and I've just tried to create one from Method and there appears to be no way to add UK VAT (sales tax) onto the Purchase Order. This is added automatically in estimates and invoices. What do I need to do here. 2. ...

 I am trying to do a similar thing.  So far I've found that when you customize a screen, If you edit the grid (click "edit" at the top right corner of the grid's row (not the "edit" for the section) when you're looking at it on the "Customize" screen) in Step 5 you can set it to allow ...