Method Community

  Hi Robert, Nice to see you started using our forum.  When the Customer List screen is loaded the filter "All Active Customers" is set by default.  On the "Existing Customer" grid you can change the Filter by View to "All Customers" instead of "All Active Customers".  If you would like ...

 I just found that tab in methods for the reports.. so I understand now.. Thanks

 Thanks Amanda.. what do I need to do on the QB/PC side... do I need to have a report open(like Balance Sheet) ?  

 Hi Keith, No, you don't have to create those reports from scratch.  You can import reports from Quick Books by going to the QuickBooks tab > Scheduled Reports. Once you have set up your reports you would be able to view them in Reports under the Home tab. 

 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 ...