Method Community

Love the new design and working with it on the back end!  Its so beautfiul, and fast!  Of course, I have a few suugestions:  :) if the font were slightly heavier, it would be easier to read on my laptop. I wish I could reorder tiles on the dashboard, wso the ones I use the most are on the top. I wish I could hide ...

Thank you Loi, I appreciate your response. I still need assistance with how to perform this manually without casuing errors that lead to a disconnect between the customer in QB and the customer in method. May I try an example and have you explain to me how to avoid any issue? Let's say we have a customer called Julie's Chewies that ...

OK, on a base level I got it to work. After looping through the cCustomer table (to pull a fullname for "parents" and then using a "resultwhere"(and an additional "resultwhere2") script to retrieve values from the Invoice table, I then made all the action results blank. Clearing the action result ...

The following updates are now live for users of Method.  You may have noticed a fresh new design upon logging into Method.  In addition to the new design, here is a detailed list of functional changes - Left Navigation Menu Removed: Manage Apps Now available via app dashboard tiles (See Dashboard ...

Hey Tate, Adding an all option to the Users drop down will not work as the drop down pulls the list from the users table. The easiest way to select all of the users is to have a checkbox and when checked, will loop through the list of users and then input the list into the report. When the checkbox is not checked then it will use the drop ...

Hey Scott, At the moment there is no way to easily merge customers in QuickBooks Online and have them merge nicely in Method like with QuickBooks Desktop. As the article states, the issue is with Intuit's Partner Platform which is what Method and other apps use to grab data from QuickBooks Online. The IPP does not detect merges from ...

I found another forum linking to this help article https://www.methodintegration.com/method/kb.aspx?folder=methodcrm&article=Merging-customers-in-QuickBooks-Online&id=202 But I believe that this is the method that we were using before that casued issues (one of the customers on the CRM side was called customer (deleted), and that ...

Hello, Is it possible to loop through an action result that consists an unknown number of comma separated values and do something with each value? For example, if I have a comma delimited list of recordID's of files in the DocumentLibrary table that I want to delete, can this be done without knowing the number of items in the ...

All Method services are back online.  Thank you for your patience!

Access to Method has been resolved. Those accessing Method through the API may continue to experience issues, but we are investigating the issue.