Method Community

Wondering if it would be possible to add a section of the forum for folks to share some of their customizations they have done as an open / free access for those who would like to try them. I looked up "duplicating estimates" and saw someone had done that already.  I am sure there are tons of others.  Would be great to have an ...

Nice!  Exactly what I was looking for.  Thanks again!

Hello industrialrobotix,       There is an option to show and hide all activities of an activity type on a calendar.  It's on the Activity Type drop down.  Go to Activities -> New Activity -> Click '...' beside the Type dropdown.  The New/Edit Activity Type menu appears.  In the ...

Are there only particular activites that show up on the activity calendar, or is there a check box that I am missing that allows them to be placed onto the calendar?  I have a bunch of activities not showing up, only a few.  Just wondering if I am doing something incorrectly. Thanks!

Thank you I'll give this a shot.

I appreciate your explanation.  Please keep up the good work. 

   It is a feature request because syncing an email with an invoice was not available before.  The email field is not on the invoice table in Method to sync over.  For the email to sync, we most likely will have to add it to the invoice table and add it to the sync code.  It's not a bug because nothing technically ...

Hello Tim,    It would be a very involved process.  I had the Estimate to Sales Orders actions in mind.  If you look at the QuickBooks_Estimate screen and the Create Sales Order actions in the More Actions... menu, you will see the actions.  The most important is Insert Records Into Table.      The ...

I'll call in a case; however, I'm curious why this would be a feature request vs. a bug?  

Hello James,     I have had two customers report this as well.  To reiterate, if a customer has an email in Method and an invoice is created, the email address does not appear on the invoice in QuickBooks Online (QBO).  I believe this is a new feature in QuickBooks Harmony.  Or I should say a difference between the ...