Method Community

Hi thesolarguys, Unfortunately, this would be a lot more complicated than is seems. While you can export your data from your old account and import it into a new one, the RecordIDs of your records will not remain consistent across accounts. Method uses RecordIDs to make connections between records. Moving these records to a new account will break ...

Hi Blake, Nothing major is required for upgrading your version of QuickBooks. QB will need to upgrade your file so it is good practice to make a backup before upgrading, whether or not you use Method. I don’t expect that you should run into any issues, but if you do, our support team is available to help. Just give us a call at ...

I want to make an identical copy of my current method account on a new account. Same Quickbooks database, pages, tables, everything. I see how you can easly transfer the pages and tables however the data is where I am having trouble. We have been using method since 2010 so we have a lot of data.  I see under ...

What are the steps to take re: Method when upgrading our QuickBooks desktop software? Is it as easy as popping in disk and upgrading QB or is there more to it? I'm looking to do this ASAP. Thank You

Hi Alex, I’m unsure of the exact logic involved, but the Optimize Fields option returns only necessary data from the tables needed by the action and the report vs. all the data from the tables. I recommend leaving this checked unless you are running into issues with generating your report. If your report is not generating correctly, ...

Hi, Just curious what this option "Optimize Fields (faster)" is for while generating a report by action? I did not see difference while enable/disable it. When should I enable this option? Thanks. Alex

Thanks. Alex

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?