Method Community

You’d think that after doing 2 major conferences (QuickBooks Enterprise Conference and The Sleeter Group Conference) and releasing our product from beta we would want to take a break.  Nope, we had to do one more conference but this one was close to home.  In fact, it was exactly 1km (.62 miles) away in downtown T.Dot (short form for ...

I have set up a company in quickbooks with custom pricing levels. when i create an invoice,it is able to make the adjustments based on the discounts that are set up. when i sync with method I am unable to see the auomatic adjustments. What can be done to correct this.

Thank you for your response.  You have provided the clarity we were looking for. 

Hi Deanne, Method is definitely a supplement to QuickBooks and is by no means a replacement for QuickBooks.  Method is designed to be a web-based, fully customizable business solution that enriches the functionality of QuickBooks for small- to mid-sized companies.  Its intent is to fill in the common industry-specific gaps that ...

Hi Lynnette, If QuickBooks opens a table up to us in their SDK, then Method has it too.  You'll find all tables pertaining to your account by clicking Customize > Tables/Fields.  'Undeposited Funds' does not have its own table since it is just an asset account in the Accounts table. Regards,

Is the intent of Method to be used as a supplement to Quickbooks on a desktop, or is the intent to use Method instead of Quickbooks on the desktop?  We noticed that a large portion of the functionality in Quickbooks does not exist in Method.  Is this intentional because of the ability to customize?  For example, how is a payable ...

Thanks for responding Michael. Although I am not sure that it helps me to be able to create what is necessary.  The Deposit and DepositLine Tables relate only in that I want to be eventually add the payments received to the tables.  However, QB must have a "Undeposited Funds" table of some sort else QB would not be able to ...

 

 Hi Lynette, Not every screen that is in QuickBooks appears in Method.  We designed Method to be a basic template, allowing you as the end user to easily customize these templates with ease.  If we created a more robust template with extensive action sets, it could be cumbersome and confusing to do basic customizations for some of ...

So Method has a default 'receive payments' function but since payments typically go to undeposited funds, which table would need to be accessed to pull all the payments made from receive payments to undeposited funds?  I am trying to duplicate the format of QB in Make Deposits.  Choosing Make Deposits brings up all payments made ...