Method Community

 Hi Mike, Thanks for the video. When you are updating the currency fields please ensure you are doing it under the Detail section where you'll see the field "EstimateLine.EstimateRate" (shows up as "EstimateLine." due to the size of the field on screen) and it should be directly under the label "Item ...

Good morning, If you haven’t heard about it already, The Sleeter Group is about to embark on a 5-stop seminar tour, called Taking Your Clients Online - How to Transform Your Client Relationships.  These seminars provide an opportunity to join Doug Sleeter and Darren Root for an in-depth, one-day seminar, designed for accounting ...

On Monday, the time I export to Quickbooks Enterprise from Method suddenly stopped showing up. I cannot find it anywhere in Enterprise. Method shows that the time was sent and everything seems to be synced and functioning correctly. We have not changed anything in our setup. Any thoughts as to why and how I can get these time posts to show up?

 Hi Matt, Can you try those scenarios now and let me know how it goes? They should be working fine now with the last update we did.

On Wednesday, June 23rd @ 1:00pm EST, Valbon Shabani will provide an overview of the import and export tool which is currently available in Method as beta. Examples will include exporting data from Method tables and importing / updating Method data using a spreadsheet format.  This webinar will take place live but will also be recorded and ...

Mike & LaCrews - We fully understand and appreciate your concerns.  The last thing we want you to feel is that your data is being held hostage . This is why we have two great tools for you: 1. Import / Export - If you go to Customize > Integration Tools, you'll see there is an Export function that allows you to export your ...

Thanks Mike, I've wanted to ask this same question but didn't want to throw water on one of the most exciting products I've seen. It would be great to have a maintenance screen on the home tab that among other things contains a button that writes all tables as .csv to a backup spot. These files could easily be downloaded and ...

Hi there  This will sound very pessimistic - but what happens if Method disappears -goes bust, gets hacked etc etc. More and more of our data is going onto the Method part of the system - not just Quickbooks. I'm perfectly happy with all the Quickbooks information - it's sitting in a box next to me and is back up offsite every ...

Hi Amanda I've followed the sequence here but something isn't working - please see the attached video which show's how I've been working with the report manager. http://www.youtube.com/watch?v=Kr1dvUdm5i8 Help! Many thanks Havefun Mike

Do you have any unresolved conflicts in the account? It's also helpful to check which table the engine is getting caught on if you can watch the engine.