Method Community

Hello, What is the best way to limit access to Method by endusers? I have ~200 companies that I want to provide access to for a salesperson leaving the remaining companies unaccessable. Alternatively, is there a way to limit access by area code?   Also, if I only want Method to sync in one direction (ie end users can not make changes that ...

I am justing beginning to look at the plug-in, but the first thing I notice is that when an Outlook contact is added to Method the mobile phone number is not populated to the record in Method. Seems like it should since there is a field for it in Method. Plus, lot of other contact info would be great to have in Method (other phone numbers, ...

I just start to using Quick Books and entered about over 100 of invoices into it. After I sync data with Method, I only found 13 Invoices in Method and all of the invoices are recently inovices which all of the invoices I entered before July was missing. Does anyone can give me some idea how to fix it? I really appreicate if I can get solution ...

Hi there I've just signed up to test the Method CRM software linking to QB2008 in UK version. I hope this is the right place to post questions/comments - but from my first session, here's my feedback 1. The system looks very good - and I can see massive potential for my business 2. I'm running a test-bed system with dummy data - how ...

I can create an estimate with no issue, but if I try to modify after the first sync I receive the following:  QuickBooks returned an error when adding/modifying a accEstimate record. The error was: There was an error adding, modifying or deleting 15809-1254344501 because it is already in use. QuickBooks error message: The transaction could ...

We received the following error on a sync that is showing up under the resolve conflicts. "QuickBooks returned an error when adding/modifying a accEstimate record. The error was: There was an error when converting the price "193.60001" in the field "item line Rate". QuickBooks error message: You cannot set the unit ...

Hello Marcelo, I have tested creating invoices in your account on your stock Work Order List screen, and it works fine. Please try again. When you click "Invoice Selected", uncheck the "Set to wait for sync approval". The reason why you didn't see the tax getting calculated automatically is because the invoice is ...

Nathan- I have been able to duplciate this and have created a ticket. I will update this forum post when I have additonal info. -Michael

James, 'Customer A:Job1234' is the format that Method display jobs of customers, as for creating a new opportunity let me look into this. -Michael

Hey Alex, Upgrading your version of QuickBooks and converting your QuickBooks file will not cause any issues with Method. Just be sure that you are performing an upgrade on the file and not creating a new file and migrating the data. Method will sync based on the ID numbers from QuickBooks so as long as these don't change during the upgrade ...