Method Community

ok.  watched the videos.  very helpful! however, i am not seeing my report in the report section.  I created a report on the "entity" table.  Should i be able to see that under leads and customers?  since there is no lead or customer table i don't know how to get my report to show up under these ...

Hi scottaskinosie, The free hour is offered on a per customer basis not a per account basis. If you have already used your free hour previously, we cannot offer you another free hour for the new account. If you have not used your free hour or you are willing pay the hourly rate to have our professional services team perform this for you, please ...

Is support for migrating tables covered by the hour of support that is offered when opening a new Methd account?

Hi scottaskinosie, Unfortunately, there is no list of tables that sync / tables that do not sync. Chances are that if it does not directly relate to accounting, then it does not sync. All QB cares about is accounting information. If you’re unsure about any tables, you can ask your bookkeeper if it exists in QB or you can post back here and ...

Thank you Audisho! I appreciate your help:) We are a small company and the problem is that I am the IT person who handles setting these things up so I know a little about how QB and Method work but not enough to know everything that would be needed and not automatically propogated to CRM. The salespeople that use CRM do not have access to ...

Hi Russ, I've sent you an email in reply to this thread.  We can finish this conversation via email. Cheers

Hi Beth, In Method for QBO, the field services app is called Scheduling & Invoicing. There are some minor differences between the apps, but the overall functionality is the same. The app can be added from the same place as the field services app in Method for QBD. Just navigate to Customize > My Account > Add Apps from the Method ...

Hello,   One query:   Is Method Field services available in the QBOE edition of Method? Thank you, Beth                      

Gotcha.  I guess another lesson here is to usethe "Notes" field for well, notes...  rather than the email message. Thanks Brian

Hi Brian, That’s right! The entire message is copied into the Send an Email section of the activity automatically. If you’ve been logging activities with the gadget, you can probably already see this by simply locating one of these activities in Method. -Audisho