Method Community

I am trying to delete an activity from the 'New Activity' screen. When I click 'delete' I get a pop asking if I am sure I want to delete the record. When I click OK, it brings the same popup window asking if I am sure. I haven't changed the event procedure, but I did look at it (after the problem) and everything appears ...

Hi Jess, I just tested my account and I am not experiencing that problem.  All my line items are appearing using the SimpleInvoice template.  Did you happen to alter it in any way? In the Detail heading you want to be sure there's the following DetailReport: Invoice..InvoiceLine.Invoice.  The DetailReport ...

I can see how that would cause a problem. Thanks for the info!  

Hello,   Quick question. I have printed out a few invoices using the SimpleInvoice template.  I noticed however that only one line item prints out.  How do I go about having the SimpleInvoice template print out all line items that make up the invoices?   Thanks, Jess  

Hey Matt -  It looks like you are trying to insert DueDateStart twice in the same insert statement. Paul

I was trying to insert a record into the Activity table and received the error: "There was an error in MethodAPIinsert" Do you have more specifics on this error?

Hi Matt, The reason you’re getting the message is because of the user password preferences in your Method account. If you click Customize and then My Account you’ll see the options to set password requirements for new users. We included some default settings to help enforce strong passwords for any additional users. This helps keep ...

Great question Jess! Try looking at your synchronization preferences under the QuickBooks tab. Near the bottom you should see Transaction History with the default settings set to maintain transactions for the the past 365 days. Change this from the dropdown list or better yet try clicking Show options per transaction type for details. You ...

I was trying to edit my origional user account to link it to a Quickbooks employee. In order to save that change I was requirred to reenter (or change) my password. When I enter the same password I had before I get an error saying: Password Failed: Password must contain at least 1 character(s), such as '!' When I created the origional ...

Hello, Quick question. I have a client with 19 outstanding invoices. When I view client in Method, the balance under "Existing Customers" is correct, but I am only able to view 4 invoices under the "Transactions" tab, which only total to $600.00 or so.   Same thing when I view under "Existing Invoices".  ...