Method Community

Hello Bshall,     Give Method support a call and we can give you the default report back for estimates.  I have done it with other customers.  The number for Method support is 1-888-925-6238 x2. Greg

Hello InstaDRY,     Oops, I didn't refresh the page in time.  Here are my notes if anyone else encounters the problem. It could be several things.  First, there may be a field that is outside of the report boundaries.  Watch where you margins are on the page in relation to it's fields.  Are any margin ...

Nevermind.  Found out that the extra page was the blank footer.

Hello Tim,     It looks like we sync with the customer notes field which is called 'Notes' in the customer table.  I could not find the transaction notes field.  Can you provide a path to where it is in QuickBooks?  When you need to find if fields are on a table, use the export tool.  In Method, go to ...

Hello Tim,       In Method, you can not create an invoice from an estimate because it is an SDK limitation.  You can get more information on the limitation HERE.  I am assuming your are on QuickBooks desktop.  The order you can do is Estimate > Sales Order > Invoice. For Invoices/Sales orders to ...

So I tried out the process from Method_Paul and deleted my mangled estimate template. Tried to copy the Quickbooks_Estimate sceen and that went through but still no resotred default estimate template. So how about that utility, because now instread of an estimate ruined by what seems to be a inconsistent undo function (things that come back from ...

I'm trying to put a page break in my route sheets and it seems to be adding an extra blank page with the header.  Any advice to fix this?  

Hello Tim,       Method does not have a default report that displays invoices of customer's who are categorized under a specific lead source.  It would have to be created through the report designer.  You would have to make a report based on the invoice table (or transaction table).  Then link back ...

Hi, sorry to keep wriitng you guys. I was also wondering if Method syncs the "customer notes" and "transaction notes" from Quickbooks? Im ok with having to customize this so that I can see/edit it, but I first wanted to know if the data is even there. Thanks. 

Is it possible to create an invoice from an estimate? I searched around within the forums, but I couldn't find any info on this. Thanks. I also forgot to ask how to create a purchase order from either a sales order or invoice. I appreicate your time.