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Allow me to clarify my post a bit more.  I'm a contrator that services the HOA industry.  My customers are property managment companies.  My opportunities are individual HOA's.  When i close an opportunity technically that opportunity becomes a customer in and of itself. In the past I've been converting leads to ...

I need to be able to fill in data in a field and have it autofill that information in same field but on another screen.  So that the fields essentially sync. For example I have a field called billing email on my customer screen.  But when I pull that customer up in an invoice I need it to populate billing email field on invoice with ...

[quote user="Method_Valbon"]Hourly items are based on Billable AND Approved. The part you may be missing is the approved.[/quote] In the example, I was saving and approving the time tracking entries, I should have mentioned that. So, this is not the issue. [quote user="Method_Valbon"]If that does not help, try running a sync ...

Hi BlakeC [quote user="Blake C"]Is there some sort of auto data cleanup task Method has that goes through tables and deletes records that look a certain way?[/quote] There is no auto data cleanup with Method but what you might be running into is the transaction history setting.  By default we're syncing data for 31 days so if ...

When I have a potential customer, I always make a contact under the 'Leads' tab, and later convert them into a Customer if they order. When they order, I then go into QBO to add them as a customer and create an invoice for them. This becomes a problem later when Method and QBO sync, and I then end up with two customers for the same person ...

[quote user="John M"]Can i do that now or hold off?[/quote] You can do it now but just beware that new features available in 2013 will not work with Method just yet.  I know 2013 added the ability to have multiple contacts on a customer so if you're using that feature you won't be able to sync that type of data to Method. ...

Hi Marybeth! [quote user="Marybeth Murphy"]I'm trying to play with conversions of leads into customers, and it seems that it can only be done via opportunities.[/quote] There are a few ways to convert leads into customers, closing your opportunities is one but you can also convert a lead right from the edit lead page.  If ...

I am having trouble getting the Method Integration Engine to sync from a freshly installed Windows Server 2008 R2 machine. I am using the same QB data file (Enterprise v 11.0) and the status console of the Engine reports that the Company file is open, but I cannot get the Engine to report any further status.  It tends to show "waiting ...

Just a quick correction to smohyee's post - you cannot edit the LeadStatus table.  [quote user="AshleyC"]I was trying to edit the dropdown box for LeadStatus.[/quote] This is a special table in Method and can't be modified.  This table gets automatically updated for things like turning a user from a lead into a ...

[quote user="AutumnW"]The customized invoice screen that I'm using was copied from a QB screen[/quote] This may cause more problems than you want - our screens are built specifically for QBD or QBO.  If you coppied a screen from QBD and try to use it on QBO you're going to get unpredictable results.  Is there any ...