Method Community

Hi L.Sheaffer, I suggest that you instead cancel your current Method account and start a new one. I believe that once you purge your data from QBO, this will create several conflicts in Method, as it will no longer be able to locate data that it expects to find. This will also fail to remove any Method only data, such as the activities you ...

I have a new QBOE company file (its my pracice in QBOA) and have imported lists and invoices.  It is attached to Method, so Method has data plus some activities I've added.  I'm considering purging the QBOE data by means of importing an empty QuickBooks desktop data file because I want to make some major changes in ...

Hi sales@pinline, Method performance can be affected by a number of factors such as the following: 1) Issue: Many other browser tabs open in the same browser Solution: Close the other tabs 2) Issue: Bad cookie or cached file data Solution: Clear your browser’s cookies and cached files 3) Issue: Misc browser related issue ...

I am experiencing the following technical issues listed below when using Method CRM classic. I am wondering if someone could help me and if anyone else is experiencing the same problems. These problems seem to occur on a regular basis on and off throughout the course of the day. - program seems to be extremely slow logging in and with ...

Hi Jamie, Since QBO doesn’t have sales orders, I’m not sure that creating sales orders in your Method account would really be a good use of your time. Do you need a completely different transaction for this or would adding some additional data to your estimates and using a different print template to have it display as a “sales ...

Hi Mahlon, I was able to replicate this behaviour. It appears that adding any actions to the Focus event of a field or text input causes the field or text input to lose focus. I have created a ticket for the development team to investigate and will keep you posted with any updates via this thread. For now, you will need to use a different set of ...

No, here is the action set on Change

Hi Mahlon, I replicated this functionality as best I could using the information you provided. If the Email field is empty, when a change occurs in the FirstName field, the cursor jumps to the Email field. I am having no issue entering values into either field after this event occurs. Are you perhaps disabling the field from another ...

I have been speaking with my Method Acct Rep.  She said that there isn't an actual document for a Sales Order that will convert over to QB if you use QB Online Plus.  I don't really need it to.  I just need a physical copy of a Sales Order, but I want it converted from an Estimate so I don't have to refill everything ...

I have a situation where I want to make sure an email address is entered before the first name. I have some actions on change of first name. I put in this conditional statement, but when I type in an email address and tried to come back to enter a first name, it doesn’t let me enter a value