Method Community

Hi Vectra3, You can read our help centre article for instructions on how to resolve this issue you are having. You can CLICK HERE for the article. Hope this helps. -- Loi

Hey Mahlon, I have made our developers aware of this issue and a ticket has been made for them. -- Loi

Hi Bigshotpromos, Unfortunately the Method scheduling & Invoicing app is not available in Method:New yet. Our team is working on it but we do not have a expected time of release at this time.  -- Loi

Hey Scott, Manually moving each transaction, activity, opportunity, case and document is going to be time consuming as you have to go into each record and change the assigned customer to the your desired customer. I have attached some screenshots for you to follow along. Moving contacts will be difficult as you will have to use the export ...

Hey AmsoniaLandscapeandDesign, Are you trying to find your created report from the custom report option in Method? Our stock report screens are based on a few of the master tables for example: leads, customers, activities, opportunities and cases. If your report is not based off of one of the stock master table screens then you ...

Hey Justin, You can set the estimate to be inactive on the estimate screen near the bottom of the screen. There is a checkbox that will allow you to set the estimate active so if you uncheck it , it should help you with your conversion rate. This applies to QuickBooks Desktop. If you are using QuickBooks Online then there is a drop down near ...

Hey Trish, We just came out with an updated UI for our New version of Method. Method:New is entirely mobile friendly and will resize properly depending on the device you are using. You can take a look by CLICKING HERE. The best way to experience Method:New is to get in touch with your Method Success Coach and they will give you access to ...

Hey Tate, Adding an all option to the Users drop down will not work as the drop down pulls the list from the users table. The easiest way to select all of the users is to have a checkbox and when checked, will loop through the list of users and then input the list into the report. When the checkbox is not checked then it will use the drop ...

Hey Scott, At the moment there is no way to easily merge customers in QuickBooks Online and have them merge nicely in Method like with QuickBooks Desktop. As the article states, the issue is with Intuit's Partner Platform which is what Method and other apps use to grab data from QuickBooks Online. The IPP does not detect merges from ...

Hey Victoria, The update is on the 3-6 month roadmap. -- Loi