Method Community

Even with "all customers" it is still showing only our customers that start with numeric digits or the letter A.  There is nothing beyond that.    The last refresh date shows : Last performed 7/20/2009   When I sync now, it still stays the same, with no error messages.   In addition, no transactions for ...

 Hey Robert, So once you have done the initial installation of Method with the Admin account, then yes your idea should work fine. The Admin account is only needed for the initial install.  

  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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