Method Community

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 ...

Greetings. Are you guys doing a field servies like app in your new method?   Thanks John M

Hi, we have had a hardware failure that has resulted in our QB file losing a couple of days worth of data. and we are in the process of restoring this now. Method however was synced to the latest data including the lost days. When we re-connect Method to QB and sync will Method push the lost data back into QB? Do we have to set ...

Hi Stephen, This is actually a little more complicated than it sounds. Since sales orders don’t have an email template and the sales order screen does not contain an action set for sending an email, you will need to build these. To create the email template, you can copy the estimate or invoice template and modify it for use with sales ...

Hi Matt, Sorry again that this post slipped past us. As per our email conversation, I was able to replicate this error and have created a ticket for the development team to investigate further. I’ll keep you posted on any updates that I receive via this thread. -Audisho

The following updates are now live for users of Method.  Service improvements connecting Google & Intuit accounts (PL-856) Improvements for accessing account details & cancel account screens (PL-904) Fixed ability to open system pages within separate tabs (PL-1033) Fixed styling issues within ...

I created a custom sales order using the Method Integration Report Designer which looks great.  I want to be able to email this custom sales order document that I created. I'm not looking to send one of my suppliers a portal where they can download. I want the custom document attached as a PDF in the email. How do I get the document ...

Hi tmeyer, It looks like your Google Chrome is a bit out of date. Head over to Settings > About Google Chrome and it should prompt you to update. -Audisho