Method Community

It worked, thanks. I'm now having the same issue with my customers list/Name. 

John - can you try to do a sync now and see if that fixes it?  I think I know what the problem was. Paul 

We have renamed our items list within Quickbooks (i.e. National Accounts:Revenue:Sprinkler Service to NA:Rev:Sprk Srvc).  This issue is that Quickbooks shows the change, but Method only shows some of them as being changed.  I've done a full sync without sucess.   Is there something else we need to do to sync the changes to our ...

Marcus, Sounds great.  Depending on what you are looking to do, the customizations can be pretty straight forward for a time tracking screen. I've seen some good examples, such as users making 5 date boxes and 5 duration boxes, so that they can save 5 time tracking entries for the same person with one click.  Another is when ...

I set up a Gmail account for sending via Method, but it requires PORT 465 for SSL.  Can I set up method to send via that port when I put in the information?   thanks, Wavetec 

 Thanks Ryan, I'm using Excel. I'm going to try the import now.

 Hey Dante  Are you using Excel or Access?? If not, what program are you going to try to import from?  If it's MS Excel or MS Access, I Just want to let you know about the Method API tool for importing information from Excel Spreadsheets directly into Method! Just download the API Tool and follow the easy instructions. The ...

The majority of the conferences I attend take place in the USA.  I was happily surprised to meet a fellow Canadian, Esther Friedberg, when attending the QuickBooks Enterprise Conference in Dallas last September.  Not only was she from the GTA (Greater Toronto Area) but she was also from the same city I grew up in, Thornhill, ON.  ...

Does anyone know if there is a way to import leads into Method? 

I would like to and am going to attempt to use the time tracker in Method (with a few customizations) to keep track of my time throughout the day.  However, I am having to fill out every field, and there is no auto-complete, which makes this a slow process.  Am I missing something here?  I can arrow down to the correct list entry, ...