Method Community

Hi Conner, Yes, that’s correct that you want to have it installed on a computer where you can leave QB running. It’s just as important that the QB user has the correct access to the company file however, or sync conflicts will be created. This is why we recommend syncing with the QB admin user. The MIE will not function if you have 2 ...

Hi Suzanne, The new Leads section does not sync with Method as it is not available through the SDK for us to integrate with it.  This goes not just for Method, but for all integrated apps with Quickbooks.  Until this becomes available, Method or any other integrated app cannot sync with it. - Adam

1) We add an e-mail field to the estimate that is separate than customer account bc we have to do A LOT of estimates, and dont' find it necessary to build an account for every potential customer/estimate we do. So we have a "quotes" account that is for all potential customers that have not purchased from us yet. Because there are ...

Hey d.vanbaale, You'll be able to take advantage of Advanced Inventory using our new Sync Engine, however, it's still in testing and is yet to be officially released. Once it's available you can download/install it then utilize those fields. Keep your eyes open for updates on our Blog and Release Notes pages. - Ashur

The following updates will soon be made live for users of Method:Classic.  The following updates are planned for March 19, 2015. Fix - Unable to enable mobile login for master admin (Ticket AS-471) Fix - Gmail Gadget Sign In logs you directly into Method (Ticket AS-452, AS-454) Fix - Recurring Work Order Dates not inserting correctly ...

"August" version will be available later today The following updates are now available on the staging site.  You can access the August version by clicking "Switch to the August version" when you sign into Method. Big Google Mapping update:  We are now using Google Maps API v3.8. Using the latest Google ...

Document management has been a hidden gem in Method CRM since March 2010.  The initial release of the document library allowed for documents to be attached through the opportunity, case and solution screens.  But what happened if you wanted to attach a document only to a lead or customer?  Well....you could but it wasn’t easy ...

Ian emailed in the following question:     Danny   I installed the latest release but the sync buttons are greyed out.  What do you think?   Thanks Ian  

No, we can't sync with outside sales tax systems through the API. Essentially even if you try when it syncs to QuickBooks, we would just use whatever QuickBooks calculates as the tax. Method isn't an accounting software, we are just set up to use whatever QuickBooks gives us and anything outside of that is not good accounting ...

We discussed some good points for clarification: - Stuart is 100% right, the IsWaitingForSyncApproval field needs to be set to No (or false), or it will not Sync.  The red herring comment was strictly in reference to forcing data to be sent to QuickBooks with the API.  That requires ...