Method Community

[quote user="Laura Madeira"]  A little more detail might help. We have a generic email that all leads come in through email. I personally manage that and then assign the lead to the appropriate person. I would like the tool to recognize who the lead is assigned to and when each person integrates with Outlook it would recognize ...

  Method’s web based interface already allows you to create a QuickBooks Sales Order and have that Sales Order appear in QuickBooks real-time.  Slick, isn’t it?  What many QuickBooks users are accustomed to is the ability to convert a Sales Order into a QuickBooks Invoice.   Now you might ask yourself, ...

 Claire, After reading over your post again and further digging it appears that we cannot filter the report by multiple classes. This is a feature we may consider as a future enhancement down the road.

 Hello Claire, You can run scheduled QuickBooks reports in Method. Please review the following post and let me know if you are able to find the QB report you are looking for: http://www.methodintegration.com/cs/forums/p/565/1873.aspx#1873 Keep me posted ;)

 Hi Garry, This should be working properly for you, can you kindly test it and let me know? You may want to restart your computer and then try it out. Keep me posted.

  Hello... I would like to have a scheduled report filter by multiple classes as I can do in Quickbooks.  Is this possible?  The classes are unrelated, i.e. they do not have the same parent (so the "include subclasses" option will not work for what I need). Thanks, Claire  

 Hey Everyone, Joe contacted us to get this issue resolved. It looked like Joe needed to reinstall the Software Development Tools again. The error he was getting needed to be passed through these tools so we could find out what the actual problem was. Once the tools are installed correctly he will be able to understand the error and find ...

I'm attempting to import into Method from an Excel spreadsheet. I downloaded the utility and watched the webinar that Ryan presented. I'm getting an error message that there is an unknown library or catalog. I'm using Windows Vista with Office 2007. When I attempt to install Soap Type Library 3.0 from the Microsoft site I see that ...

Steven emailed with the following reply: OK.  I used hourly, thinking I would get an estimated Contract Amount.  What's the definition of Charge Qty by the way?   I'm going to start over and use the exact example in the tutorial, since I am really struggling with using my own.  Is it necessary to have an Activity ...

I am suggesting that the use of projects and phases just stay on the Method side.  Right now, if you set up a project in Method it becomes a job on the QuickBooks side.  Unfortunately, we have list limitations in Quickbooks. If I create a project for my team to work on, I don't want it to show up as a job in ...