Method Community

@Steven - yes this is possible.   However, one word of caution: don't update invoices that are outside the closing date of your QuickBooks file.  For example, if your QuickBooks has the books closed as of Dec 31st, 2011, then make sure the invoices you update are Jan 1, 2012 or greater, otherwise you'll get mucho ...

jnairn - First, I edited your post.  We don't want that number in a public forum :). Now, the reason you are seeing that is because of the type of field you chose.  An integer is too small to hold that value as a number (see http://en.wikipedia.org/wiki/Integer_overflow if you are interested). You'd be better off ...

Hi Shane, If you're Method account is up and running the Invoices from QB should roll up into Method. If you are using Method CRM for QB Desktop please ensure you have followed the installation instructions for the Method Integration Engine and that it is connected and running. By default, only invoices from the past 31 days or those that ...

Also, now this message. Server Error in '/MethodImpex' Application. Runtime Error Description: An application error occurred on the server. The current custom error settings for this application prevent the details of the application error from being viewed remotely (for security reasons). It ...

 Hello, There is the MethodAPI that is available for your programmer to use if you would like to integrate 3rd party apps with Method.  You can read more about this by visiting http://www.methodintegration.com/web/self-service-documentation.aspx If you have any questions on the MethodAPI they can be to be directed to the API ...

Hi FW, Sorry for the late response. Ill have to look in to why the date is formatted this way, as im not enitrely sure why this is the case. As a workaround though, you could try adding the data you are trying to export to a Grid, format the Date in the grid column directly, and Export it that way. Regards, Ben

Hey, I just wanted to make another comment on my last post. The reports in QB are completely different from the reports that are created with the Report Designer in Method, this is the main reason that we are unable to import the templates. The Reports that Method pulls over are Financial Reports, these reports can be filtered in Method before ...

 Hey Joe, In Method, there is no button for importing. However, you can use the Excel Sample API to import information from excel. The Sample Excel API is located here. This is a developer tool that we made available for everyone, because it's a developer tool you will not find a lot of support on it. It does have all the instructions ...

Good Day from Rochester NY! I m working on importing my contact list as I am a new user.  I have a question about the note field associated with a single contact.  I have about 9,000 contacts, and each one have several notes.  When I setup the import, do I import a single contact with several notes or do I import several contacts ...

L.fisher,  "1 Choose to import or export 2. Pick a table 3 Choose File to import 4 click 'import data' " -That's correct. Once you click Import Data, you get to the next screen "Prepare Data". "Also, can you tell me if the RecordID is a column header in addition to the Entity?" -If you are exporting ...