Method Community

Where does the accounts and dollar balances that appears in the Methods / Home tab / Chart of Accounts come from? Does it come from: 1) Methods ACCOUNTS DB 2) A copy of the Chart of Accounts and balances from the user's QuickBooks on their PC?  3) Some where else?

On my QuickBooks there are 7 transactions for Misc Expense, but only 6 of those appear in the Method TRANSACTION database.  The Method option for transactions is set to ALL, so all transactions should be there.   Why is 1 of the 7 transactions missing from the Method DB? What can I do to find out what ...

During this week’s webinar, Valbon Shabani will continue with the next instalment on actions in Method. This level 2 webinar will cover additional actions within Method from a variety of the action groups. So how do you join and participate in the webinar?  Simply follow the directions listed below. Title:    ...

Is it possible to customize user login & logout page with customized logo? (default page is https://www.methodintegration.com/method/login.aspx )   I think customized login page can be done with customer portal, but I assume that the customer portal is limited to add/edit data but view data only.    

 Hi Christina, It is now available on the blog.

 I have missed webinar 3, will it be available to view soon ?

 Hi Keith, I just checked my Chart of Accounts and I saw negative balance with a minus sign infront of the amount. Have you checked QuickBooks to see how it shows up there? Just to confirm we are looking at the same screen, I went Home > Chart of Accounts in Method and compared it to what I have in QuickBooks.  You can also confirm ...

Maybe I missed it but where is the negative/postive indicator for amounts in Methods?  On Methods the dollar amounts in the Database or Chart of Accounts do not show a Negative/Positive indicator.  For example our Accounts Payable is ($500). but it appears in Chart of Accounts as $500.  So its unnecessarily difficult to know if the ...

Hey Garry, Since you have done most of the customization I would suggest booking some consulting time with your Business Consultant. You are missing an action somewhere. Did you create the “Save & New” button yourself? If so try creating the table again using the feature that creates the screen for you.

 Hey Pamela, I am still looking into this and hope to post an update tomorrow sometime, please check back then.