Method Community

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 ...

Hi Amanda Tried to uncheck the Daylight Saving box using both Firefox and IE8 - same result - cannot uncheck.

Hi Amanda Thank you for the tip, however, it will not allow me to uncheck the Daylight Saving option. I have unchecked the box, save (save DST and Save Settings - individually and together) log-out and log back in and the Daylight Savings box remains checked.  

so far the sales receipt issue looks good. will test Monday onsite with client. Thanks much!!

I am unable to replicate the error on my workstation. I'll check Monday at the client's location. I'm encouraged!! :)