Method Community

Hello,    It's not a sync issue.  Once you copy the screen, if the links have been copied correctly, it should be available for everyone.  Your employees may have to refresh the page to get the new screen to appear.      If you have copied it from the screen itself (right-clicked on the screen and chose ...

Hi Marcelo, The first place I would look to see what happened with these missing Invoices is the Resolve Conflicts section in Method, found under QuickBooks->Resolve Conflicts.  If for any reason you have a record that doesn't seem to have synced from one account to another, you more then likely have a conflict that will show up ...

Hi Marcelo, Sorry for the late reply. You certainly can. Just understand that this is only available in Method and does not sync to QuickBooks. If you click on the Customers and Contacts grid, you can show this field already. Just click update to show it.  You can also edit this grid to show it permanently and also customize the ...

Hi TazaMax, From the Method point of view, there really shouldn't be any issues with upgrading from QuickBooks 2012 to 2014.  As long as you are using the same Company File, the process should be smooth.  If for any reason your are also switching Computers to run QuickBooks, you will have to Reset "Computer to Sync With" ...

Hi CF_Pro, This really depends on how you want to organize your QuickBooks data, and has little to do with Method.  Since the company name will always be the company name, the question really comes down to how you'd like to utilize the Customer Name in QuickBooks. Understand that Method will sync with whatever you decide to use in ...

Hi Antibodyverify, I think the best way to go about this is to utilize the Customer:Job distiction in QuickBooks and Method.  This way all of the universities would be the "main" customer, with each individual contact or department as a job. The setup would look like this UniversityName:Department. As you input a lead, you can ...

Hi, We've seen this come up recently with a few users.  I believe its something to do with a QuickBooks update but it seems random as only a few cases have been reported.  The key error is the "QBXML components have not been installed".  If you go to this link, you'll see a couple of suggestions listed.  The ...

Hi Marcelo, When you are creating an invoice in Method, you will always be given the option To Be Emailed In Quickbooks (see the screenshots below). This field will sync with the same field in Quickbooks. With a bit of customization, you should also be able to flag which customers will have this field checked by default, and which ...

Hi Dottie, Does this customer have any transactions associated with them? Is there an existing Entity conflict for this customer record? Perform a Full sync and see if one shows up. You'll then be able to Refetch that record from QuickBooks. If nothing shows up then try accessing the customer record after refreshing your screen, you ...

Hi Cara, By customer profile page, do you mean the customer list screen or the edit customer screen? The customer type field is already on the edit customer screen here: I'm going to assume you want this added as a field in the grid on the Customer List screen (the first screen on the Customer tab). To do this, you'll have to copy ...