Method Community

Hi Chris, Thanks--definitely on the right track, but see below, from my original message: I tried deleting the ReceivePaymentApplyToTxn records associated with the record then re-syncing with the desktop, but it just won't sync (no error either).

I called and left a message for you.

Hi furrywombat.  QBD Sync doesn't support specifically what you are asking, but you could try doing:  sync the payment (this will be an add) Wait Clear the records in ReceivePaymentAppliedToTxn. Sync the payment again (this time as a mod) Your mileage may vary but please let me know if it does work for you. ...

Hey Greg, Well, for now I'm going to just add an email notification or to-do table to apply the credit memo manually in QuickBooks, which is the only action that appears can NOT be automated with Method. I don't need professional services--in fact, could run circles around them with the hours I've got in working with Method over ...

Hello Mahlon,    I'm getting another person to test this.  I am able to make a change to the note field and have the changes save. On the other hand, I get an error after the data is saved.  I'll need to test it on another account. Greg

Hello Mahlon,    I have word that the public pages will be replacing the web forms.  The documentation is being worked on for the topic of setting up a public page in Method:New. It is currently unavailable.t    Currently in Method:Classic, if a contact puts themselves in twice using a web form, they have a number ...

Hi Mahlon It isn't currently a function in Beta but it should be included in a future update. Unfortunately, I can't provide an ETA on this. Jeff

Hello Furry,    It can be done but it is a lot of work and can become complex. The Receive Payment functions are some of the most involved in Method.  I do see you have posted on the forums about this before on the post about applying credit memos to invoices.  The problem is I wouldn't know where to start to assist ...

Hi greg I am talking about emails that were put in to classic with Google Gadget & I can see them in Classic.

Hi s.mcneal It sounds like you are referring to Multi-Tenancy. To answer your questions: 1 - Yes, this feature is still available 2 - Method Pro is required to use Multi-Tenancy 3 - Yes, I believe it works with QBO. Have a read of this help centre article for more information about it. Let us know if you have any further ...