Method Community

Hi arrowplane, There is additional functionality embedded in the Method Web-to-lead forms used for validation and authentication, which is most likley the reason why you do not see information flowing into the account.  Have you taken a look at our API? You could utilze API calls to insert values from the Gravity Forms ...

Jonathan, thank you for clearing this up.

Hi furrywombat, To answer your question -  A) Yes, this transaction will flow through to QuickBooks. B) In short - you only have the inital sync from Method to QB if your transaction history is set to 'none'.  Since you have set the transaction history to 'None', the newly created transaction will be removed from ...

Hi Paul, Welcome to the Forums!  Were you looking for help with anything in particular? We have a series of detailed Help Centre articles relating to the Report Deisgner if you were just looking for some general information. You can find these HERE. We Also have a series of Youtube Videos which show this process in more detail, you can ...

Has the fix to this issue been moved to all of your live servers? We are STILL having this issue Thanks

Hello, I'm looking to update our Estimate template to somewhat match our Quickbooks layout. I've downloaded the method report designer. When I opened the estimate template it opens a few estimates I have done in the past. Looking for the best way to update the estimate template.  I'm alright with the stock layout ...

I've created a button to automatically generate work orders for all customers of a certain class. This works great, however I can't get the action to insert job items into the work order that was just created. I've done this by: Looping through my customer list, looking for all the customers that are active Insert Record into the ...

Hi Martina, Considering you are editing such a small amount of records, It might be more time effective for you to utilize our Import/Export Tool instead of utilizing a custom screen. The basic overview of what you would do here is Export your Opportunities Table, Edit the records in a Spreadsheet program (Like Microsoft Excel) and then ...

Ben -  Thanks. I'm pretty sure you have nailed it. I think the recipient had images blocked when retreiving emails. Thus, the picture didn't show up in the email until the recipient requested the picture to be downloaded.  The issue is closed. Thanks a pile. Jim

Hi. We have had some issues when we were adding bills to a time for which we have already balanced our books and we wish to be able to close Method to all changes after the end of the month.  QuickBooks offers a feature of setting a date to which we can close books to, but despite that we are able to upload our bills through the ...