Method Community

 Hi.. I have a general QB report question. In QB there are some basic reports like Trial balance and Balance sheet, are there any reports like this available in methods or if I want to see a Balance sheet (example) in methods do I have to create a new report from scratch?   Thanks  

The sync with Quickbooks was easy and painless, but now that I have logged in the next day, I see that only about 10% of the customers in our Quickbooks are showing up on the existing customers list (all active customers).   Any idea of why the view would be restricted or why all the customers are not showing up?  

Wow, when you edit a response in  your forum, there is no way to avoid all the tags being published with the edit.   In case you cannot decifer the last message, I was just confirming that we could set up a "dummy" account in quickbooks that does not have any rights to access any sensitive data in quickbooks, and that will be ...

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Hey Robert, If you want the live syncing that Method offers, then you need to have QB open and logged in. You can shut down QB if you would like but then you would lose out on the live syncing. Whenever your main computer (server) logs back into QB, the sync would start again. You don’t need to be the Admin in order to get the live updates. ...

I have a quick question about how to keep our quickbooks secure.     On the initial instruction screen, it said something to the effect that the quickbooks needs to be accessed frequently.  Now on the synchronization screen (FAQ) it says that quickbooks needs to remain open. We just purchased QB Premier and are ...

Peter, Is this different or better than inserting an occurence into the activity table? Matt

 Hi Garry, I was able to replicate what you experienced when I clicked the 'Save settings' button and we are currently looking into this. In the meanwhile, try clicking on only the 'Save DST' and see if that works.  I'll keep you posted.

Here are 2 new API calls related to appointment scheduling in Method and how they can be used. MethodAPIAppointment_CopySeries - This API will copy the appointments from one recurring record to another record. Here are the parameters required for the call. strTable: Table in which the specified Record exists. intCopySeriesFromRecordID: This is ...

From reading that message, I'm wondering if it's just a matter of you not having an Activity Type called "Work Order". If you go to the Sales Center > Activities screen, and click the "..." next to the "Type" field, you should have "Work Order" somewhere in the list. If you don't, it looks ...