Method Community

Hi ITfromValor, The API does not prevent transactions from being added to Method for closed periods.  Method will not sync transactions in closed periods as long as your QuickBooks file has a closing date password set.   For clarification on your problem, could you please verify - Do you have a closing date password set on ...

When I call a web service I don't get any data back, I only get this response <string xmlns="http://tempuri.org/"> <?xml version="1.0" encoding="windows-1252" ?><MethodAPI response = "Success" ><MethodIntegration /></MethodAPI> </string> What is thsi ...

Hi vonwao, Unfortunately, our current API is not setup to return JSON. Cheers Jon 

Hi InstaDry, This is possible - Work orders are stored in the Activity Table in Method (work order line items can be found in the ActivityJobItems Table).  You could utilze the API to query the Activty Table to retrieve only those work orders assigned to a specific user for a specific date range.  From there, your app can ...

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 ...