Method Community

Hello Tim,     The invoices, estimates and credit memos are children of the Transaction table.  For print templates, you can stay with the child tables because they have the unique fields for the transaction.     To set the default template for each transaction, click the More actions... button and select ...

So i go into my account settings to add SMTP settings ( from google apps for business) and try to send a test email. Nothing comes through on the test, but when I use a web to lead form it sends the lead notification as well as the following: "Dear account owner, recently you have setup web form RFQ– *mysite.com and have ...

What master table would I use when making print templates for invoices, estiamtes, and credit memos? Also, once they are completed, where would I select these templates so that they are the default templates for each type?

Hello,    I did receive quick feedback from poeple here about a forum based on customziation.  It's not something we are going to be doing. There are concerns about security and quality of the customizations.     A Method Partner or other Method customer can copy a screen from their account to yours.  ...

Hello Antonio,       The sync engine can appear to go through tables fine but timeout or error out. It then will not update the sync date and time on the Synchronize page.  Is there an error in the Method Integration Engine (MIE)?  Do you have sync conflicts in your Resolve Conflicts list?  Send an ...

Hello InstaDRY,     Give Method support a call at 1-888-925-6238 x2.  Support can help you diagnose the issue.     Check your conflicts list by going to QuickBooks -> Resolve Conflicts and see if the invoices appear in the list.  It will give you a conflict message if they are in there. Greg

Hello industiralrobotix,       I think this a good suggestion.  I can pass it by my people and see what they say.  You can always post on the forums to ask for help or if anyone has developed a function before.  It may be beneficial to ask around if Method Partner can help you our or try the Method ...

Apparently the invoices we create in Method does not sync to quickbooks, please advise on how to correct this issue.  Thank you.

Whilst the sync process appears to go through all tables sucessfully using either full sync or changes only - the date on the control panel remains unchanged.  Is this something you can help with please. Regards

I agree that a customization forum would be a great feature.  By the way, can you send a link to where you found "duplicating estimates" info?  I'm also interested in that...thanks