Method Community

Hi again, Another option to consider if you find yourself needing Windows based software would be to look into a program called Paralells. This is Software you install on your Mac, which allows you to install a Windows Operating system in a closed off section of your Mac. Just a thought. As for your Inserting Record Issue, I noticed that youve ...

Hi Jim, To Answer your question "What goes in the 'Name' field when importing new leads, Company Name or Lead (Person) Name?"  The name field can contain either of these values. The current way you are Importing works perfectly fine. The Name field is actually not the uniquely identifying field in either the Customers ...

Hi There, Yes, The only way to create reports is through the Report Designer which, as you metnioned, is a Windows-Only program. You could try installing the software onto the PC where your QuickBooks file is located and creating reports there. The Report designer can be installled on Any windows PC as you will need to log in to your account ...

Hi Jonathan, Im going to Open a support case for you. One of our Reps should be reaching out as soon as possible. Thanks Jonathan. Regards, Ben

Hi Again, Looks like youve already spoken to one of our support reps and have had this resolved. Great News! Regards, Ben

Hi There Would you be able to have this user try a few things for me? First, if you could get this user to Clear their browser Cache and Cookies, or try another browser completely?  I have seen in the past particular extensions/toolbars/adware programs can prevent the page from being displayed correctly in Classic. If you find this doesnt ...

Hi There, Firstly I wanted to offer my apologies for the inconvenience youve been experiencing due to this Issue. I understand this has been an issue for some time for you. As for the status of the fix, Its proving a difficult beast to tackle. A number of fixes have been applied and tested and verified working, but it seems there is always ...

Hi FW, I noticed that Audisho has already put in a feature request for this one back in May. Ill make a note on the Request that you are asking about this one again. Cheers, Ben

Hi FW, Sorry for the late response. Ill have to look in to why the date is formatted this way, as im not enitrely sure why this is the case. As a workaround though, you could try adding the data you are trying to export to a Grid, format the Date in the grid column directly, and Export it that way. Regards, Ben

Hi Martina, Great to hear youve been experimenting with method! The best way to find out the correct syntax with any field would always be to export the table (perhaps add a dummy record if the table is empty) and open this file up to see what Method expects. That being said, the correct format for the CloseDate field ...