Method Community

The Method Integration Engine, the application which does all the real-time synchronization between Method and QuickBooks, won't work with the Mac OS nor will it work with QuickBooks for Mac. That's because Intuit hasn't released an SDK for the Mac version of QuickBooks, which is needed for third party developers to create awesome ...

Hi Faye, Using Method, you can setup mailing campaigns through our List Builder screen, however in order to accomplish what you're looking for using the current screen would require some creative customization. We're looking to add a tagging system and functionality to categorize $$$ received in early 2013 which will be a huge help ...

Hey David, To save you some time and make it easier for you, I can put in a request to reset your Method Account. This will wipe out all your data, including any custom fields, screens, or tables. If this is the route you would like to go please email me your Company Account name. - Ashur

Hi dottie, What Record ID is being populated in the custom field job #, is it the Customer Record ID or the Job of Customer Record ID? Is this field associated with a custom field in your Customer table? If not, you should create a field to hold this data in order to display it where needed. If so, double-check to ensure that a ...

One option you have is to edit your template, i.e. Invoice (Product) template, and use a script to display the characters in uppercase. This will only help when printing or emailing invoices; so when viewing the data in Method you will still see it as it is received from QuickBooks. In order to edit any templates you would first need to ...

We did some more testing and it looks like this may just be QuickBooks logic. Open the customer record in QuickBooks and you'll notice that everything is uppercase, however, if you click Edit under the Bill To or Ship To text boxes, you'll see the address shows the first letter being capitalized while the others are all lower case. This is ...

Darryl emailed in the following question. [quote] I am entering a country as AUSTRALIA, but when I go back to look at it the country has been forced back to Mixed Case. This is on the default (non-modified) Method customer screen. Shouldn’t the case stay how I enter it? [/quote] Hi Darryl, I was able to replicate this on my end ...

Forgot to ask, have you tried importing into a stock table and if so do you experience the same behaviour? Have you tried using a different browser? - Ashur

I'll check with the team to see if anyone's come across this and see what else we can try. - Ashur

Hey Blake, I've been unable to replicate this behaviour, just exported/imported into two different tables (Opportunity and Customer and Customer Lead) and the upload progress bar showed up both times. First time with a small amount of records, second time with a large amount of records. What table(s) are you importing to ...