Method Community

Thanks Justin - I'll check it out.  I had seen QB's new(ish) Constant Contact import feature so I was hoping that would save a couple of steps, but the priority is for it to come in correctly.  I'll take a look - thanks again. Mike

Hi Mike, I would recommend using Method's Import / Export tool, for which we have a Help Center article located here. In that article you will also find video tutorials on how to import Customers and Customer Leads specifically. Hope this helps. - Justin

I am trying to modify the Equipment screens, and I am stumped on how the Equipment Usage History tab gets populated. I have added activity Items to the Add/Edit Work Orders/Task & Materials tab and I expected those to come over to the Usage tab. What am I missing?  Any help would be appreciated. Thanks

We will be implementing Method while also starting with the desktop pro version of Quickbooks.  To create our initial customer list, we will would like to import our data from Constant Contact which contains almost all of our basic customer information.  I would like a recommendation as to whether it makes more sense to import this ...

Is there a way to create a customized drop down field in the Case Activities screen that returns contacts but only those with a certain tag?  This is a new implementation of Method and we will probably have thousands of contacts in the database, but would only want this drop down to list those that have a tag equal to ...

January 21, 2014 Sales Orders  Updated filters in grids, drop downs and snapshot with improved filters. Fixed issue where tax groups were not showing up on Sales Order. (ticket #4180)

Hi Marcelo, You'll have to put actions on all the screens in order to have them run whenever a work order is completed. You'll want to lump the actions in with whichever action set completes the work order. - Justin

1. Item table comes in HNL which is fine. Our item list is in HNL which is our home currency. 2. I want forms (Estimates, Sales Orders, Invoices) to behave exactly as QB templates do when selecting a Customer in USD currency where all money amounts convert automatically using the exchange rate. We have customers in USD and in HNL. ...

Marco, Unfortunately, I do not have an ETA. I want to make sure though that this is what you're trying to do: Store your items' sales prices in the Item table in HNL Convert those sales prices to USD on the Invoice screen using the ExchangeRate set in QB Can you confirm, or advise otherwise? - Justin

Hello Justin. How long do you think this may take? Thanks.