Method Community

Hello InstaDRY, I have been unable to replicate any issues with adding a portal link to an email template. Here are the steps I followed; Navigate to Customize -> Portals -> Edit an existing Portal. Here you will see 'Get sign-in page web address'. Click on this link and copy the URL that is provided. You can then paste this ...

Hello Maureen, The reports in QB are completely different from the reports that are created with the Report Designer in Method, this is the main reason that we are unable to import the templates. The Reports that Method pulls over are Financial Reports, these reports can be filtered in Method before being displayed. Unfortunately, Financial ...

Hello InstaDry, Here's my answer. In the current version of Method, it is not possible to do that because of the limitation of the Calendar object. The only way is to manually filter them and select them. -Inder

Oh, and I've turned on the Method Support User. Thanks!

Hopefully today I'll have a moment to call in, this unfortunetly is happening during our busiest time. As for the conflicts, I have been monitoring the 'Resolve Conflicts' list almost daily, and I had cleared all prior conflicts before attempting to perform the last full sync.

Hello Lee,     Please give the Method support line a call when you have a moment and we can take a look at the sync.  As for the conflicts, you may have some that are old.  They may have occurred and went unnoticed.  In some cases with very old conflicts, it's good to do a Clear All and do a full sync.  Any ...

users under the staff role can not edited estimates and Ship to line is not auto filling out and showing up on print preview.

I have already created a support case for you and we tried to reach you but you were not available. For quick support please call on our support line 1-888-925-6238 option 2 for support. Also, please turn on the Method Support user by going to Customize > Users > Method Support and make sure the checkbox is checked.

Still having the issue and now getting some odd sync error confilcts, the dates are showing like they happened over a year ago?

The following updates are now live for all Method users as of October 30, 2014.  The following updates are now live, as of Oct 30th. Fix - Contact info not saved when editing contact in some situations. Fix - Tax Groups not calculation edge cases in Quickbooks Desktop. Fix - Saving transactions without a tax code affecting specific ...