Method Community

Hi there, We are currently doing a trial of both QBO and Method and like the simplicity of both systems. That said, I'm curious to know which import process would be better: Import our customers into QB to be synced with Method -or- Import our customers and all of their information into Method and sync with QB? I'm thinking ...

This may be a quickbooks question, but I'll give it a shot since we're trying to do as much inside Method as we can.  I have been able to configure the gateway and corresponding sync between Authorize.net, the transaction data loads just fine.  However, I can't figure out how to get those credit card payments to auto-post to ...

Hi 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. If you do the latter, the QuickBooks List IDs will be inconsistent with the data that is in Method and this will ...

We use Class in the SalesOrderLine (SOL) grid in our Sales Order (SO) screen (customized of course).  I have yet to be successful using a Text Change action in a grid column to update a value in the grid row.  I can call the Text Change action and see the changes made via a Text Change action on the grid but once ...

[quote user="Method_Justin"] Hi mholden, Because of the way that Contacts/Customers sync with QuickBooks, we cannot switch the (Main) "Contact" designation from one Contact to another. You could create a screen or button to automate the info swapping, however. Hope this helps. - Justin [/quote] Justin, I've ...

Hi Mike, Only the first two Contacts for a Customer will sync with QuickBooks Desktop. These are designated by the Contact Type field in Method, with Contact indicating main contact for a customer and AltContact indicating the alternate contact. The reason the field is shown as read-only on the Add / Edit ...

Jonathan, Where are you seeing "pending invoice"? I would assume that this means not syncing to QB, but I'm not sure where in Method you're referring to. Wait for Sync Approval would be unchecked by whomever you've given permission to and/or instructed to do so. To be printed in QuickBooks and To be emailed ...

So after trying to attempt to reach support over the phone and waiting 24 hours for a call back, here I am posting this question. Our server crashed and "fried" itself over the weekend. Thankfully last week we did a full sync to Method of all of our data. My question is: Once we have a new Quickbooks company file up and running again, ...

Hi Josh, I was able to add Email to my SalesRep table as a custom text field, click Finished Editing Fields and then go back into the table, where there is no option to Delete the field. I believe this is a custom field you have in Method, so it won't sync to QuickBooks either way. If this is a custom field that you have added, and want to ...

My long term goal is to cut off contact between Method and quickbooks. I want Quickbooks to be uploading to Method but not Method to Quickbooks. So are you sure there is no way to do this? Re: New Lead Contact By Method_Justin in Method General Q&A Hi Allison, Contact is a required field, there is no way to do this. ...