Method Community

Hi there mmcbride, Are you making sure you log in as the Admin User? You might need to re-add the certificates as the admin user in Quickbooks, as there was a certificate update done on our end a few weeks ago. If you need any assistance with this, please Let me know, or email us at support@method.me and ill have a support representative ...

Hi Blake, Similarly to your last question regarding Screen level permissions based on user, there is currently no direct way for Grid views to be filtered by user in Method:New. If you were interested in building out a custom solution for this one, let me know and I can point you down the right path. Thanks Blake. -Ben

Hi Blake, Unfortunately as of right now, there is no direct way to set up screen level permission to allow users access to certain apps or screens. This is something we are working on implementing in the future however! There are a few ways you could work around this in the meantime however. You could assign an action result ...

Thanks Ben, Do you have a timeline for when Invoice creation will be put in place?  If it is far off in the future, I will look at the Sales Order App as you suggested and try to figure it out.  Thanks for the help. Kenichiro

I am also getting the same error.  I've never come across this error below and have been successfulling syncing for over a year now.  I checked my QuickBooks preferences as instructed above and am already set to to allow acess to Method Integration Engine for use with QuickBooks.  I don't understand why I suddently ...

Hi Kenichiro, By default, there is currently no way to directly create an Invoice directly from an Estimate. We are working on implementing this functionality to more closely Mirror the QuickBooks Online functionality, so keep a close eye on our release notes for future updates! https://www.method.me/cs/blogs/releasenotes/ If you were ...

I see several errors on the 31st related to deadlocked transactions (meaning there may have been competing actions occuring on the same record) - This isn't related to authentication errors, but these are the only errors I can see related to the Insert action. If you are still having these errors today, would you be able to provide me with a ...

Hi Ben, The app ribbons work.  However I was hoping to pass the Active Record ID of the Contact to my Jobs App when the +New button is clicked.  I noticed that other apps are able to do so.  What is the process they use to grab the Active Record ID information? Ken

Ben, How does one create an invoice from an estimate then?  Is there no way to do that?  It seems like something that you should be able to do.  Thanks for replying to my forum posts. Thanks, Kenichiro

Hi, This Bill failed to synchronize with QBs (QuickBooks 2016 windows.) The error is shown below.  I check the TxnID and TxnLineID in corresponding PurchaseOrder, they are all there. Tried to delete this Bill, did a full synchronization, then create a Bill again, the error still there. Anything I can do to make it? ...