Method Community

Hi there, Are you currently doing this in QuickBooks and if so how? Can you elaborate on how you calculate shipping now? Keep in mind that the Estimate to Sales Order conversion is not something that is supported by Intuit’s SDK. What’s actually happening here is Method’s mimic of this process via Method actions.  

You shouldn’t have to move to the top of the screen every time. This message should only appear if an action sequence is triggered before the screen has completed loading. How often and on what screen(s) does this happen? What are you clicking just before you see this message. We’ll take a look at the screen and possibly the on screen ...

Hi, The message you are seeing is not a bug but an important feature to make sure the screen has been fully loaded before the user gets a chance to trigger another action sequence. 

The following response came in via email: I put in May 6 for Jobs/shifts that start on or after, and for Jobs/shifts that end before May 10.  When I went to Step 2: Send to QuickBooks the May 10th data was also there. I have changed the font size for the Send to Quickbooks screen, but the column height is still too low and I can’t ...

Jonathan, Can you try to delete one of the records giving you this messasge from Step 2: Send to QuickBooks? Preferably something that has not been sent to QB yet. You can do this by clicking Go To on the grid for that record. Try to re-fetch the entry from Xora and send just that one particular record to QB. Do you still get the message?

Hi Delores, As far as I am aware no changes have been made in the way that we fetch data from the Xora servers. Can you give me one example with full details from what is Xora (xora.com), what date range you specified to fetch and what was brought into Method? You can change the font size of the text on the grid to be to be ‘one size ...

...seems like 3 options were not enough because I forgot option four: Using the Outlook Plug-in, you can select individual contacts to send to Method. More information on the Outlook Plug-in can be found within your Method account. Click Customize>>Integration Tools. You will see the Microsoft Outlook Plug-In (beta).

Hi Bob, You have several options available to you. Option one: is to use the Sample Excel API Tool. Click for more information and a video. Option two: is actually found right within your Method account. Click Customize>>Integration Tools. You will see the Import / Export feature (currently in beta). Follow the instructions on the ...

Hi Tim, One approach to this is to have a file attachment field for each file or document that will be attached. You can add these fields to the Cases table which would let you attach documents to the case. Alternatively you can mimic some of the actions on the ‘Link or Upload…’ button found on the Cases screen. This button ...

Hi Matt, This was made for a specific future feature for Field Services, but also made generic so that other users can categorize types of Activities. I’m sure when the feature comes out you’ll hear more through our blogs. Thanks,