Method Community

Hello davewalter, Yes, it is possible to re-assign an Opportunity to other Customer/Lead by simply selecting a diiferent Customer/Lead from the Contact dropdown on the Edit Opportunity Screen. Coming to your next question about merging two customers/leads in Method is not possible. But you can merge two different customers in Quickbooks ...

Hello Tim,     It looks like we sync with the customer notes field which is called 'Notes' in the customer table.  I could not find the transaction notes field.  Can you provide a path to where it is in QuickBooks?  When you need to find if fields are on a table, use the export tool.  In Method, go to ...

Hello James,    There isn't a list that is available that tells you what QBO fields are available in Method.  When you create the account, the best thing to do is to take stock of what fields there are.  One limitation is the amount and where you can create custom fields. You can find other limitations in our Help Center. ...

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 ...