Method Community

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. 

Mainly sales from each lead source. I want to know where most of our customers are coming from. I was hoping that after I input the lead source under a customers name that the report would pull from all sales from that customer, both past and future orders. I am not very familiar with the report desinger because i mainly use a mac, but I do have ...

Hello Tim,    What in the end would you like to see in the report?  Do you want to see a list on invoices based on the customers' lead source?  It is possible to do this with our report designer.  How familiar are you with the designer?   Our customization team can help create reports or you can find a ...

Hello Randall,    You can do it with some customization.  First, you can move the columns around in the screen designer.  Second, you can have actions on the column to put values in other columns automatically.  Say for example you enter a cost and markup, you can have it calculate a value for Unit Price on Lose Focus and ...

Hello industrialrobotix,     You would need to reset the OpenID for your user on your account.  Then you can set it to your business email.  Give Method support a call at 1-888-925-6238 x2 or email support@method.me to get the OpenID reset. Greg

Hello David,      Most of the time, anything that does not sync over is in conflict.  On the rare occassion, I do see a transaction or customer with no conflict that will not sync.  If the bill is not in the resolve conflict list, go to QuickBooks tab group -> QuickBooks Dashboard.  There is a list called ...

This is excellent news.  Thank you!

Hello industrialrobotix,     We do have our new version of Method, Method:New, coming out soon.  It is mobile-centric to be used effortessly with smart phones and tablets, as well as desktops.  It will have speed improvements and the modern functions and interface you are looking for.  Keep an eye on our blog and ...