Method Community

Hi s.mcneal, Since most users don't make use of Customer:Jobs, I don't think it's something we'll add to our stock screens. However, you can easily customize this information into your own Contact List screen by adding the Entity field as a column in the grid. This also allows you to search the grid by Entity ...

The QuickBooks Online integration issue has been resolved by Intuit. As this has been a recurring concern we'll continue to monitor the QBO integration closely and apologize if it has created any inconveniences for you today.  

Hi GetRXd, Method only remembers transactions for a certain number of days (31 by default). You can change this value by navigating to QuickBooks > Synchronize in Method and setting the dropdown under "Transaction History". When you say not all the transactions for you customer are in their account, are you referring to ...

The QuickBooks Online integration disruption has reoccured. The Intuit team is working to resolve it and we'll keep you posted on any information that becomes available. 

Is there a way to export customers or leads based on the date they are entered into the program? I know it comes up as one of the values to be exported when you export the entire list but is there a way to narrow it down before exporting to avoid having to do double work once it's exported?

Looks like everything is back to normal on the QBO sync.  Thanks for your patience!

We are experiencing a service disruption with our QuickBooks Online integration.  The Intuit team is on it, and we will forward any information as it becomes available.

I'm trying to set the default activity Type and Status for new activities created from the edit opportunity screen. It is not working for some reason. In the Edit Opportunity screen, under the New/Edit Activity Tab, I clicked on Edit next to the Activity Status Drop Down. The first step says "Not Started" is the default, ...

Hi Andrew, As this isn't something I can really troubleshoot over the forums, I've created a support case for a member of our team to reach out via phone. They'll do a screensharing session and take a look at this issue with you. - Justin

For anyone else experiencing this issue in future, please ensure the MethodSupport user is active and send an email to support@method.me with your Company Account Name and the Report Name of the report you would like restored. - Justin