Method Community

Hi RedDeezy, It’s difficult for me to diagnose the problem over the forums, but I’ll make a few suggestions. - Re-enter your username and password to verify that they are correct. - If you’re using your email to sign in via the Outlook plugin, try your username instead. - If you haven’t done so already, follow through ...

Hi Dave & Alex, I finally got the Help Center atricle that details syncing with QB custom fields posted the other day. It discusses the limitations that exist in the QB SDK when syncing with custom fields. Take a look at solution No. 583 for details. I hope this helps. -Audisho

Is it possible to create a chart with columns grouped by date? Example new leads this week grouped by date. I can groupd by type, etc but the date field value also includes time. 

Just this morning I added another snapshot to a custom app. It doesn't allow me to change the sort order.

Hi Dave, in my QBs, I have automatically recall information checked with "Pre-fill " option selected. Seems that my case is a bit differernt from yours, for me, the first time to push data from Method to QBs always works, that includes all QB's custom fields. Then, for the same PO, if I update those QB's custom fields in ...

Hi Alex, Is this still true even with the release of QB ES 2015? Can we use the QB Custom Fields in Method and have them fully sync? We're using custom fields in QB on Purhcase Orders, and we're seeing issues between QB and Method when these custom fields are populated. In Method, they send it to QB to create a PO and QB creates the PO ...

Everytime I send an email through the Outlook plug-in, I get a message that says, "Login failed you have attempted to log in several times, please wait 0 to enter again". Then when I close that message box about 10 times it takes me to a search window that says "Please select a field to search for". It doesn't log it into ...

Is there anything in the roadmap for Method Documents? Do you have an ETA?

Hi Mark, My apologies for the mix-up. No, Method will not automatically push this data back into your QB file. In-fact, all of the missing records will be archived in Method, as Method will not be able to locate them in QB and a DeleteFromDesktop conflict will be created for each. You do have some options here so I’m going to create a case ...

Hi Audisho, thanks for your response but I think I have not expalined properly. Method was synced to latest QB data but then the QB file was lost in a hardware failure and the last good QB backup is two days older. I am in the process of restoring this older backup to my PC but have not synced with Method yet. As Method was ...