Method Community

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. 

We are aware some users are experiencing issues accessing Method. We are investigating the issue and will update you when we can.  Thank you for your patience.

Hi Ben, Is this not available for the classic version? Do you have screenshots of what the new version will look like?

I have recently created a report & I am attempting to generate that report in Method but I am not able to gain access to it.  How do I create a link to a newly created report ?  Thnaks !!

Hi I have been importing data ahead of go live - I am down to the last table which I need to import - InvoiceLine. The Invoices are aleady imported correctly but when I import the InvoiceLine it is saying the InvoiceRecordID does not match (I am assuming this is the field to match the Line to the Invoice?).  An example is Invoice 1326 (Once ...