Method Community

so now I am getting this error.. Import - Step 1: Import / Export menu Help |  Menu Integration Tools menu >> Import / Export menu >> Prepare Data >> Validation ERROR:Login Failed: If you have attempted to log in several times, please wait 10 Minutes before trying again. This page ...

Dottie, Sorry for the late reply.  I've been doing some testing to see if the fields you need can be added to the Transactions table.  It turns out the transactions table can't be modified as its a special table in Method.  You could create a new table and link fields from the tables you need (transaction table, time ...

 Hi Michael: Ok,  I am working in the Report Designer which has brought up a number of questions I can't figure out? My Report is based on Customer - Invoice.Customer tables. (Would this be correct?) 1.  If I include the Amount field and the Amount Applied field to the report and I want a third field to subtract the two to ...

 Thank You Richard - Looking for Work Order that includes Tables/Text for: a. Location of Treatment: (i.e. attic, garage, kitchen, bathrooms, etc) b. Site of Treatment: (i.e. baseboards, bedding, babinets, etc) c. Method of Treatment: Aerosol, Fumigation, Slab Injector, Bait Gun, Duster, etc) d. Chemical Mix/Usage/UOM: (__% of borid, __ ...

The following updates are now live for users of Method Fixes Email System Page - Fixes issues with search in Sent Emails screen. (PL-34310) Screen Designer - Fixed an issue where an error message would appear saying the screen has already been published when just viewing a button's actions in read-only mode. (PL-34267) Error Handling - ...

Hi, I am currently a PRO user, however believe that METHOD CRM package is enough for us, so please help us solving this doubt by confirming that METHOD CRM is capable of the following: - Report Designer - Quickbooks Sync (All Transactions, Inventory, Items, Customers, Accounts, etc. ...... Bi-Directional Sync) - Customize Screens, Tables, ...

Brian - To add to this, you might be able to get the "TimeModifiedAccounting" field to work for you.  This comes from QuickBooks' TimeModified field.  Note, you might have to go to Customize > Tables / Fields, edit the table first, and click Finish Editing to get this field to show up for the first time. Paul 

Method does not sync Journal entries with QuickBooks Online, sadly.  The table is there because they did with QuickBooks Desktop but it will always be empty in an account connected to QBO.  You may find this list of supported/synced tables helpful.

 Hi Heather, If you're in Customize->Tables/Fields->Edit Fields, then you should be able to add multiple fields without having the window close.  It should only close when you click "Finished editing fields." Is this not the case for you? Thanks, Wayne

Ryan, When I use these two tables, I'm not able to get the amount to write back to QB. Any ideas what may be preventing the amount from going back over? I have the amount field on the screen but it is grayed out and won't accept any data. Thanks!! Phillip