Method Community

Hi, We’ve labelled ‘Cost’ and ‘Markup’ as they appear in the same area of QuickBooks. The only difference is in QuickBooks you can enter values such as “50%” in the cost column and “100%” in the Markup column. Where as in Method you have to indicate if the value for cost is a % and if the ...

Steve - this post is a bit redundant for you as you also posted in another dedicate forum. But for our other users... This Method account was never properly set up for Right Networks which requires that TCP/IP Supports Roaming. This is an option that would have to be enabled (by us) when using Method with Right Networks…but ...

Dave, I had the same issue happen with a client of mine last week. They downloaded time from my Pendulum product and then the time was one day in the past. Only time dated between October 23 and November 4 was affected. All time downloaded into QB prior to October 23 and after November 4 was unaffected.   Also, to sync with QB in Pendulum ...

 Hello Ian, Based on the error message it appears as though the SDK cannot find a required element in QuickBooks. When you ran the Verify and Rebuild in QuickBooks was it successful?  Have you tried uninstalling Method (to properly remove method: http://www.methodintegration.com/cs/forums/p/90/223.aspx#223) completely and ...

 Hey Andrea, Glad to see you are playing around with customization. If a user makes a change in QB, we cannot make an action run in Method just by the sync. You would need to go back into Method and click a button to start the action sequence.  A thought that I had was; (all of this is done on the customer list screen) 1. Create a ...

[quote user="Method_Danny"]Also, what are advantages of having an opportunity? I am thinking it is an extra step we don’t need right now.[/quote] While this might not be something that your team needs right now, many companies that have used to other CRM software in the past will demand and expect this from their CRM.  The ...

 Hello, If "Lead Status Only" is checked when you enter a new Lead that means that Customer (Lead) entry wouldn't go over to QuickBooks unless a transaction is performed (sent to QuickBooks) or the checkbox is manually unchecked. Any transaction be it Estimate, Invoice, etc performed in Method will go over to QuickBooks in ...

You need to go to the screen that the transactions are on and actually delete them from there.  For example if the non-posted transactions is listing an invoice that isn't posted, go to the Invoice List screen to look at it. Back to what I just posted a few minutes ago.........this is even more evidence that something is off ...

Phil - Are you sure everything is actually synching up correctly in general?  1. If you go to QuickBooks > Synchronize, what do you have there as the last Full Synchronization date?  2. What about the last Changes-Only Synchronization date?  3. If you open up the brown "M" on your desktop next to the ...

 Hello Sue, In this kind of situation where you feel you have done everything correct and Method and QB are still not talking, we urge you to contact your business consultant as soon as possible so that we can restore this function. Things to think about before contacting your rep; Have you synced your Method account with another company ...