Method Community

Hey Dave, It should have copied over, try looking under the QB tab. You will find a tab "Resolve Conflicts". Check that out and see if it says anything. Also check on the Integration Engine and see if it says anything about not being able to copy the transaction.

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.