Method Community

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 ...

Hi John, We just completed launching Method:Donor and Method:Field Services is the next app in our roadmap. It will be released once we are comfortable with the functionality and we believe it will address the majority of our customer’s needs. For release information, keep an eye on this sub-forum, our blog and our twitter page. I hope ...

Hi Mark, Once you complete restoring your lost data to your QuickBooks (QB) file and sync with Method, the data that was lost in Method due to synching with the “bad” QB file will be restored in Method. Method will not remove your restored data from QB upon sync, as the request to remove this data originally came from QB. As a safety ...