Method Community

Hi Flyfisher Yes, you are correct changing the master admin's username will transfer all of the old admin's activities to the new username. This Help Centre article describes the master admin user and changing it.  As for your question, unfortunately when you update the master admin's username it is ...

Hello Maureen, The reports in QB are completely different from the reports that are created with the Report Designer in Method, this is the main reason that we are unable to import the templates. The Reports that Method pulls over are Financial Reports, these reports can be filtered in Method before being displayed. Unfortunately, Financial ...

Hi Innovative, Yes this is possible. Navigate to the Customize -> Integration Tools -> Import/Export. Untick Show only common tables and export the UsersSignInLog table. You can also view the Audit Trail by navigating to the Quickbooks tab -> Audit Trail. The Audit Trail keeps track of all ...

Hello StWilson3, Here's my answer. Firstly, yes Method can handle that much amount of information without any issues. But in terms of Importing I would highly recommend to start importing in a small batches in order to make sure importing is smooth. Here are few tips that I would like to share with you. - Try importing 3000 ...

Hello Tim,     It looks like we sync with the customer notes field which is called 'Notes' in the customer table.  I could not find the transaction notes field.  Can you provide a path to where it is in QuickBooks?  When you need to find if fields are on a table, use the export tool.  In Method, go to ...

Hello Bart,      The underscore ("_") would be very hard to use in sorting inventory and non-inventory items.  It would be more beneficial if you create a field that records if the item is inventory or non-inventory.  You can add it to the table and do an import update to populate the field.  You can ...

Hello Jason,    I would strongly avoid condensing your QuickBooks file if it is connected to a Method account.  It would have adverse affects on the Method database.   You would run into very large problems including many conflicts.    The article you have read is not an official Method article from the Method ...

Hello afrec,      There could be several reasons why the imported customers can not be found.  There are two checks I do with customers when they can't find customers.  First, check the filters on your Customer and Contacts List grid.  The customers imported may be checked as inactive.  Second, export ...

Hi Nancy, Unfortunately, what you're looking to do through the Import/Export tool isn't possible out of the box. You could customize your Method screens to automatically update your customer records with the changed rep. I'll explain. When you are importing or updating a table in Method, you are only updating that table. In your ...

Hi sjk, There is actually a field in the Customer(lead) table labelled CreatedDate, this date is populated when you enter a new lead into Method and I believe this is what you are looking for.  By default this field isn't available on the Edit/New Leads screen, however this field could be added to either of these screens ...