Method Community

Hi jreytan, You cannot create action sets in Method which “listen” for other events to take place. Your action set that designates the task to a user would need to exist within the same context as the order being booked or completed. If an order is booked by entering some data and selecting the Save button, you would need to include ...

Hi Alex, Unfortunately, it’s not possible for Method to mirror this functionality. QuickBooks uses some calculations that are not available to us to create a write-off, even going as far as creating a Discount transaction type. There may be ways in which you can work around this such as automating the creation of a credit memo or ...

Is there any way in Method to automatically designate tasks to users once a certain trigger event occurs? Like an order being booked/completed? 

Hi,  In Quickbooks, when creating a receive payment, if amount-due does not match payment, an option is provided to keep this receive payment as underpayment or allow me to write off the extra amount. In Method, how can I do this? I can not find it in receive payment screen. Or, if I want to do it in action, which table should I work ...

Hi scottaskinosie, First off, to backup your Activity table, simply export it using the Import / Export tool. Make sure that you open the exported file with excel and confirm that all of your records are there before continuing. You will then use the same tool for importing the activity list that you exported from your old account. All the ...

Hi Mahlon, I’ll add this to the ticket that I created for your post here. -Audisho

I am trying to move my activities from our old account connected to QB desktp to our new account connected to QB online and keep them in series and not movin over as individual occurences. I have created new columns in my new method account in activities called OldRecordID and OldRecurrenceRecordID and now need to import the data into a screen I ...

Hi Mahlon, I’m able to replicate this error on my end inside of your account as well. I created a copy of the screen to see if that would give you a work around, but the copy produced the same error. I’m going to have to create a ticket and have the development team investigate this further. I’ll keep you posted with any updates ...

Hi Mahlon, Have you performed all the usual troubleshooting steps? - Sign out and back in - Clear cookies and cached files - Try in a private browsing window / incognito mode - Try a different browser If you activate the MethodSupport user and email me the company account name, I can try replicating the error on my end and investigating ...