Method Community

Jonathan – closing this post based on our conversation. This was not so much an issue with Method but could have been a result of the MAJOR changes that were done in QB aside from the name change by the accountant. Let us know how things went with our solution.

Not doing this in QB.  This is being done in our E-Commerce package (www.americommerce.com).   I was hoping that Method had the ability to fill in the features missing from QB.   It would be nice if you had the abillty to link over to UPS/FEDEX and calculate shipping costs.

 Hi Jacob, When Method is configured properly it shouldn't synchronize with a non-corresponding QB file. Referring to post: http://methodintegration.com/cs/forums/p/770/2624.aspx#2624 should help to resolve this issue. Another possible reason this issue would arise is if within Method you go to Customize > Synchronize and click ...

 Hi Jacob, When dealing with multiple QuickBooks file, you need to ensure you have the correct QuickBooks file open when you are doing the initial sync with Method. From the post it appears as though the incorrect QuickBooks file was opened during the initial sync. It might be best to cancel the method account that is not syncing to the ...

Hi there, Are you currently doing this in QuickBooks and if so how? Can you elaborate on how you calculate shipping now? Keep in mind that the Estimate to Sales Order conversion is not something that is supported by Intuit’s SDK. What’s actually happening here is Method’s mimic of this process via Method actions.  

Hey Bill, You can find the Outlook Plug-In at the link below. http://www.methodintegration.com/cs/forums/p/628/2096.aspx#2096 Don't forget to post your comments on the forum, you can find that here.

Hey Bill, The first step when using the Outlook Plug-In is to search for the client, of course if this is  new lead, you won’t find them. That is when you can select the "New Contact / Lead / Customer / Vendor.." button located in the top right section of the search screen. You can choose to enter in leads, customers, ...

I meant "Is this really the intention of the plugin - to not add new contacts?"    

I found the plug-in and installed it with no problems.   I can select an email from a known customer and create a note for the user - very nice.   But I selected a new email from a potential customer - a contact if you will.  I tried adding it but it first wanted me to find an existing customer/contact/etc.   Is ...

So I have customer who didn't want to purchase from the website, insists that I generate a quote which I did.  Then they call back and want to place the order in person and gives me the CC info.   So I go into Method and find the ability to turn the quote into the sales order.  Nice.  But now I have to calculate shipping ...