Method Community

Hi RedDeezy, It’s difficult for me to diagnose the problem over the forums, but I’ll make a few suggestions. - Re-enter your username and password to verify that they are correct. - If you’re using your email to sign in via the Outlook plugin, try your username instead. - If you haven’t done so already, follow through ...

Hi Dave & Alex, I finally got the Help Center atricle that details syncing with QB custom fields posted the other day. It discusses the limitations that exist in the QB SDK when syncing with custom fields. Take a look at solution No. 583 for details. I hope this helps. -Audisho

Hi Mark, My apologies for the mix-up. No, Method will not automatically push this data back into your QB file. In-fact, all of the missing records will be archived in Method, as Method will not be able to locate them in QB and a DeleteFromDesktop conflict will be created for each. You do have some options here so I’m going to create a case ...

Hi John, We just completed launching Method:Donor and Method:Field Services is the next app in our roadmap. It will be released once we are comfortable with the functionality and we believe it will address the majority of our customer’s needs. For release information, keep an eye on this sub-forum, our blog and our twitter page. I hope ...

Hi Mark, Once you complete restoring your lost data to your QuickBooks (QB) file and sync with Method, the data that was lost in Method due to synching with the “bad” QB file will be restored in Method. Method will not remove your restored data from QB upon sync, as the request to remove this data originally came from QB. As a safety ...

Hi Stephen, This is actually a little more complicated than it sounds. Since sales orders don’t have an email template and the sales order screen does not contain an action set for sending an email, you will need to build these. To create the email template, you can copy the estimate or invoice template and modify it for use with sales ...

Hi Matt, Sorry again that this post slipped past us. As per our email conversation, I was able to replicate this error and have created a ticket for the development team to investigate further. I’ll keep you posted on any updates that I receive via this thread. -Audisho

Hi tmeyer, It looks like your Google Chrome is a bit out of date. Head over to Settings > About Google Chrome and it should prompt you to update. -Audisho

Hi Stephen, You can use Method’s Import / Export tool for importing data, but it only accepts CSV files. If GoCanvas.com allows you to export as a CSV great! Otherwise, you may be able to make use of some type of XML to CSV conversion tool. You’ll want to keep in mind that your sales orders and their line items are stored in 2 ...

Hi Mahlon, I don't see it. Am I missing something? -Audisho