Method Community

Hi industrialrobotix, Since not all users use Estimates, I don't think this is something we'll add as a feature. It's definitely something you could accomplish through customization, however. - Justin

Hello Beta Crew, In this week’s release we’ve made updates to the help link, new user onboarding, bug fixes and UI cleanup And….we’re excited to announce the new Opportunities app! Yay! While most of the functionality is the same as the current version, we’ve updated it so it works with app ribbons and we ...

Hi TracTechSystems, You can do this by filtering the export with a script. We have a Help Center article that explains how to do this here. It uses some other date fields in one of its examples. Hope this helps! - Justin 

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.