Method Community

Thanks for a quick response by Jeff at Method, this has been resolved.  To fix this: go into single user mode in QB, login as Admin, go to Edit > Preferences > Integrated Applications > Company Preferences.  Edit each of the Method items in the Preferences list and select Admin as the automatic username in the login option. ...

Thanks Justin!

What does the following Quickbooks sync error?  This week I had to change to using another full rights user to login to Quickbooks on the MIE machine.  I have rebooted a couple times.  I did a rebuild at noon on 2/4/2015.   How can I determine what permissions are missing?  In QB, the new user login appears to have the ...

As we begin using Method in production, I noticed something that should be improved on the dashboard refresh. When closing a screen that takes you back to the dashboard, there is a proximately a 3-4 second delay before the dashboard refreshes. After the refresh all the apps shift to the right almost 3/8 of an inch. See my screenshots below. ...

Hi ttham, You'll have to calculate this in Method. I'd recommend creating the field in the Opportunity table as a dropdown, referencing the Activity table (RecordID field). Then on your Opportunity-Activity Save function you could add an Insert Record Into Table action to add the newly created Activity's RecordID into your ...

Hi Greg, If the fields you added to your Customer table are static for the customer (i.e. they do not change per estimate / invoice / etc.), then the customer table is the best place for them. You can add these fields to your Estimate table as Linked Fields by clicking on the Estimate table from Customize > Tables / Fields in Method. ...

Hello, I'd like to add some fields to a customer profile (such as property size, etc.) and have them able to be filled out/updated in an estimate form. I've noticed that the default estimate pages are QBO_Global_Estimate. I've added some fields in the Customer table, but these aren't available when I'm editing the ...

Okay, thanks.  I will create an issue for dev team. While I can't promise a timeline on resolution I will make sure this gets look at.  Thanks

QB Desktop I dont' know if it was working before. This is the first I have used this process

Hi Greg, Yes, this is working now. Thanks.