Method Community

I am considering Method CRM.  I've searched the forum for information about CSS templates, but I've not been able to locate information on whether I can bring my own CSS, modify the standard templates, etc. How much control over the CSS templates do I have?

Have you tried to uninstall and do a complete reinstall of the Method Integration engine from all machines? Since this is not working but was working in the past, it often suggests some kind of change has occurred. Changes in QuickBooks, the machine(s), network environment are just some of the possible factors making it difficult for us to ...

We have a high speed connection. We also have a small amount of network traffic, We run three computers on QuickBooks, but the system that hosts the company files is the one that downloads the method data and sends it to QuickBooks.The method engine is running. We checked that a couple times. We have had two issues with the method engine stopping ...

Hey Guys, Nice rebound from the last post Joe , This is a great explanation of how fields in Method are linked to Quickbooks. Hope that helped you out Jacob Thanks for helping Joe!  

We really need more info to determine the root of the issue. I will assume that your internet connection is a reliable high-speed connection and there are no bottle necks with internal network traffic. Where is your QuickBooks file located? Make sure it is on a machine that can process all QuickBooks requests as well as any other processes that ...

Hi Jacob, You would check that ‘To be emailed’ option if you wanted to send that specific estimate or batches of estimates via QuickBooks. If you wanted to e-mail estimates via Method then you would want to customize that screen to do that. The ‘To be emailed’ option wouldn't be relevant in this case, since the ...

 Hey Joe, You should see this is all fixed up now, thanks again!  

I figured this out. No worries.

Good Afternoon: Is there a way to import the customer transactions/invoices so they appear in the Method? I opened the quickbooks tab, then under transaction history I selected: Maintain for 180 days and Invoice 365 days. Then I synchronized changes only. Nothing seems to have imported though. Did I follow the right steps? Thank you - ...

I've been using Method quite a bit lately trying to figure as much out as I can. In the estimate screen you can set the estimate to be emailed. I don't see how to send it though. Are you supposed to send the estimate in Quickbooks or is there a way to do it in Method?   Thank you - Jacob