Method Community

Hello, Nando! Glad to hear that you’ve already made it through the initial sync and are able to start utilizing Method.  As for invoices, they are not currently based on sales orders nor estimates; however, with a little customization, you certainly could configure your Method account to reference invoices on sales orders and/or ...

Not a problem.  We're glad to hear you had no sync issues and that your installation went smoothly.  Looking forward to speaking with you tomorrow.

Hi Kristopher, Sorry about that! Obviously I had a slow day. Started looking at all the complicated solutions, and forgot to check who had logged on to the QB server last. Bit of a "DUH" moment! Do appreciate the response though. We had no other issues. Very smooth installation. Talk to you tomorrow at ...

Hi Bill, Looks to me as though you're syncing with a multi-user QB database and the administrator of the QB database you're syncing with hasn't logged on yet.  For security purposes, it is required that the QB database administrator log onto Method and run a sync before additional user permissions are granted access to ...

Good morning, Well, we have just started the initial sync, and I think we may have a problem Houston! Please take a look at the below information copied from the screen. Is it running the sync, is it waiting for a secure connection, or is it stuck at the permissions issue? 11/25/2008 8:13:48 AM Warning: Error in OpenConnectionBeginSession, ...

Laura, The process for adding sales rep info to the Quote report should be very similar to the steps taken above. The difference being you will want to add a linked field using the SalesRepRef. Keep in mind if you’re looking to expand the list of available fields from the SalesRep table, you have to add them there first by adding a linked field ...

Hello again! Okay.  Well I'd first note that you'll want to open the conditional statement first, then perform the Basic Math Calculation since the calculation is a function of the condition.  Then you would close off the conditional statement.  But my concern is really that you're trying to apply this action set to the ...

One of our customers from the U.K. asked me this question directly, which is a very appropriate question for the forum:   "I have data that is usable, but it shows in $ not £, how can it be changed, and also the date is not in the correct dd/mm/yy format?"   We are currently working on conversion capabilities, but we ...

i have recently downloaded and have started playing w/ method..  i have a question though on if the add invoices based on sales orders or estimates is going to be implemented like the quickbooks ui and also the recieve materials against purchase orders?

We are still looking into this for you and will respond ASAP. Thanks for your patience!