Method Community

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Naomi, When you deleted the screen Invoice(2) it also deleted the Invoice tab-link since it was no longer going to be referencing any screen. When you click the GoTo link on the grid it uses an action called ‘Go To Tab Link’ which basically redirects the user to the Tab and link specified. Since the Invoice tab-link is no longer ...

Hey Fran, It's great to hear that the training went well, remember to take advantage of our Webinars when you need a little extra help. I have checked with our team and we had nothing going on last night as far as updates or any kind of maintenance. One thing to check is that time that is set for doing a "Full Sync", if this was ...

 Hey Richard, This sounds like a case of QB not being open. Let me explain what is going on. In method by default if you do not enter an invoice #, it will wait for QB to assign one. So once you hit save, the invoice syncs with QB. It then gets the assigned Invoice #.  What is going on is when you switch to another user and then ...

Wow, when you edit a response in  your forum, there is no way to avoid all the tags being published with the edit.   In case you cannot decifer the last message, I was just confirming that we could set up a "dummy" account in quickbooks that does not have any rights to access any sensitive data in quickbooks, and that will be ...

Hey Keith, Welcome to Method. Currently you cannot wipe an account clean. Once you have synced your Method account to a QB file, that account is then only good for that QB file. In order to sync another QB file you must have another account. If you could send me an email we may be able to reset this account for you. Otherwise you would need to ...

Hi Deanne, Method is definitely a supplement to QuickBooks and is by no means a replacement for QuickBooks.  Method is designed to be a web-based, fully customizable business solution that enriches the functionality of QuickBooks for small- to mid-sized companies.  Its intent is to fill in the common industry-specific gaps that ...

Hi Alex, Is this still true even with the release of QB ES 2015? Can we use the QB Custom Fields in Method and have them fully sync? We're using custom fields in QB on Purhcase Orders, and we're seeing issues between QB and Method when these custom fields are populated. In Method, they send it to QB to create a PO and QB creates the PO ...

Hello Dylan,    Thanks for posting. We are aware of an issue with Sales Taxes and QBO.  Intuit introduced a different model and method for calculating sales taxes in Harmony online version (and the backend sync version, version 3) which also forces us to update our code and systems to connect properly.  You may have seen ...

Hello Cheryl, Here's my answer. Work orders does not sync with quickbooks, you have to create an invoice of the work order in order to sync them with quickbooks. In regards to Estimates make sure that the Wait for Sync Approval is unchecked on the Field Service Center -> Estimate -> Add/Edit Estimate Screen, this will ensure that ...