Method Community

Hi scottakinosie, If you are migrating your QuickBooks Desktop file to your QuickBooks Online (QBO) account, the short answer is anything in Method that doesn’t sync with QuickBooks will need to be migrated manually. Almost everything else will be synced from QBO. Examples of records that will migrate automatically from QBO: - ...

Hi Adrian, You can easily update the Opportunity related to each Activity by exporting your Activity table and change your Opportunity number, from the Opportunity Column to the correct one.  When all of your records have been updated, just import this saved file back to your Activity table, and ...

I'm still getting the following message... "You have not imported the 'QXpress Online' app from the Method App Library (under My Account), which is the app this screen is based on. You must first import the 'QXpress Online' app before you are able to import this screen."

We've been testing with Method for QBO and Method for the desktop version(s) of Quickbooks.  In Method for QBO, the Additional Information section of the New Customer screen has a checkbox and dropdown for selecting a parent company.  I don't see a corresponding way of entering or updating parent company information in Method for ...

Hi David, You can actually sync in some QuickBooks reports into Method, including the Open Purchase Orders report. We have a screen under the QuickBooks tab that allows you to import/sync over your scheduled reports from QuickBooks.  These are standard QuickBooks reports that you can setup to sync over into Method at specific time periods. ...

Well, I guess I answered my own question. It appears that the Sales Rep ID field (ie. the only one of the 4 sales rep fields I was "allowed" to explicitly import) is the basis/key field for populating the remaining 3 sales rep fields (SalesRep_RecordID, SalesRepName, SalesRepRecordID). I imported and then re-exported to check and ...

 Hey Jacob. Currently you cannot copy a table. Did you mean screen? If so then go into the Customize tab and click on the screens tab link, at the bottom of the list you will see "copy/import screen" If you want to copy the table, explain why you would want to and maybe we can come up with something that helps you.

  Hi Phillip, Talk about timing, we have already created this in the “labs” and were waiting for the dropdown update from earlier this week before we started pushing the screens out.  We haven’t pushed them out yet, but if you you're in a  hurry I'll give you a hint on what you can do. ;) Import the ...

Hi Tom, if you export the table (include RecordID field).  Then add a column to the table IsLeadStatusOnly add Yes to the leads and import again. When at the Step 2, make sure to select "Update existing records by matching the key fields" then select RecordID.  

Thanks Paul! That makes sense because the months are locked and any modifications would be password protected.