Method Community

Hi there, We are currently doing a trial of both QBO and Method and like the simplicity of both systems. That said, I'm curious to know which import process would be better: Import our customers into QB to be synced with Method -or- Import our customers and all of their information into Method and sync with QB? I'm thinking ...

Hi  Teahconnect, From the scool of hard import knocks,  whther you use Method import feature or QB, to save yourself grief make sure that your names and addresses do not exceed expected field lengths.  I don't have them at my fingertips but if you google "field length for QuickBooks" you can find them.  I ...

We are making our move to Method CRM from basically a mix of other software programs. We have successfully imported all of our Quickbooks data into method as well as Leads from another program. What we need to do now is import our contacts into Method using the CSV format. My main question is, Is there a way to import more than two contacts into ...

Hllo, trying to help  client with this. They currently use Maximzer for all leads and ALSO storing note on customers which are in Quickbooks. Once we connect to Quickbooks method imports (links to) our customers - great I then need to import our leads from Maximizer - seems easy enough I then need to import our notes for customers AND ...

I'm a new user so excuse my question,.  It appears there is no way to "customize" the Outlook plug-in to import more data (such as: address, phone, etc), you are just able to import the name and email address to add a new customer..   Is there any other way in Method to import the data from an email into the customer ...

Hi there, Yes, we certainly do have info on the import tool. Let's start by providing you with two things. Use our Help Center for an article on this topic (click here) Try following a webinar on this (click here) for a list of webianrs and search for the Import / Export Tool Let us know how this goes.

Skye, I'm just guessing you might be importing a large number of records when you get this error. I'm not sure I mentioned it in my other postings, but I found that if I break down large import files into several smaller files I could get good results on import.  It's a bit tedious, but files with 200 to 300 records work much ...

Hello Lance,     You do have to create new tags using the interface on the Edit Contacts screen.  There is no other way of creating a tag.  Once you have your new tags you can use the Integration Tools to import tags to other records.  Check out this forum post that explains the process.  The taglist field is a ...

Hi There, If you follow the steps outlined in THIS POST you can copy reports from one account to another. Ive copied the text here (with a few additions) for convenience  To copy a template from one account to another: -Open Report Designer and log in to the account you are copying from - File > Save As - Input the ...

Hi Jeshurun77, I believe the forum post you linked in your first post is slightly misleading for what you are attempting to do.  First off, please understand that Method Reports are built using different technology then QuickBooks reports, so they are not interchangeable.  This means, if you have predefined Invoice Reports in ...