Method Community

Hey Callum, That is an issue I was able to replicate. It looks like the report is still generated for the person it was assigned to and is only reverting to the Admin user(your account) once you edit an existing scheduled report. A possible workaround can we play with the Filters on the QuickBooks Reports screens Grid? Filter the screen or ...

Hey Conner, This can be done, there are different routes you can take - here is one route I took: We can customize the Items screen (QuickBooks Tab Group > Lists > Items) Customize the ItemInventory screen > Add a new section to create a new Tab within the screen. Now add a Grid there and table you will be working with ...

Hi Brian, Welcome to the Forums! 1. On Step 3 of 9: make sure you have Campaign as a Selected Field. Now move over to Step 8 of 9: and look for Opportunity - Campaign - to the left click on Edit and in the dropdown choose the Default Value for which Campaign you will be assigning it to. Also make sure it is a hidden field ...

Hey Alex, I followed your replication steps across browsers and in Chrome I was able to replicate the issue, on Firefox it was working how it should. Here is a quick screen capture I did in Firefox. Is advising your client to work in Firefox an option? - Mortaza

I developed a process in method new to automatically send follow up emails for open opportuntities. It loops through the opportutnity table and makes various updates as needed. It is working, but never gets completely through because of this message Where do I begin making corrections?

Hi Guys, I had an error importing around 300 account that should be a Customer Lead, but imported as Customer. Can we mass change Customer to Customer Lead? Please advice.

Hi, I use QuickBooks 2013 windows desktop version, and a company file with 2 years of data. Is there a way to limit Method to synchronize transactions after a specific date? The reason is, we have several custome table linked to a transaction, and those custom table field can only be created when a transaction is created in Method, so ...

Does Method provide a tool for viewing the contents of a table?

Hello! I am trying to create a summary for a group, but calculate it only for items that fit into specific category. I cannot figure out a way how to make a conditional summary, does anyone have experience with that? I would really appreciate your help! Thanks!

Any ideas as to when we can expect this?