Method Community

Running into an issue this evening.  Take Estimates for example.  I'd like to add the Customer first and last name, and email to my estimate.  I go to tabs/fields, add a linked field to the estimate for "Customer first name"...  When I do this, it crashes the estimate report, and I cannot access it from the report ...

Im using Quickbooks desktop. I know some of the fields are already accessible, but some are not. The "other 1" field is synced in Method from Quickbooks, but I need to add it to the "invoice" and "estimate" screen so that I can see/edit the data within those fields. I'm not sure what the screen designer is, but ...

Thanks.  None of those seemed to work.  I'll call support on Monday and talk to them. ETA - I am using Quickbooks Desktop 2012....  Could it be related to the release version?  I was going to wait until 2015 came out to "upgrade".

Hello, In the Report Designer we generated a Route List report. In the Report Footer section of this report we set up a Pivot Grid that sums up the Quantity and $ Amount (one column for each) for the deliveries on a specific day. The functionality of the Pivot Grid is just fine, but we are interested in formatting the Amount column; we'd ...

Hello industrialrobotix,      Try regenerating the tables.  Go to Customize -> Tables / Fields. Click on the SalesOrder table.  Click Finish Editing Fields.  Go back and save the Sales Order.  Does this work?  If not, go back and try it for the salesorderline and salesorder table.  You can also ...

When I try to crreate and save a Sales Order in Method, I get this error: This record could not be saved. The version of your accounting software does not support new records on this list or transaction from 3rd party software. Try creating the record directly in your accounting software instead. Additional Information Action Sequence ...

Hello l.gheen,      This is a strange error.  It seems it gives you the opposite error that you would expect to get.  I did some tests and could not reproduce the error.   Can you give Method support a call 1-888-925-6238 x2?  We can do a walkthrough to see the process to spot anything that is ...

Hello 4theturck,      Usually when customers see the cursor flickering and QuickBooks is slowing down, Method is syncing over transactions.  This may be that Method has yet to get everything from QuickBooks that it needs.  What you can do is find a time where you are not using QuickBooks.  Run a full-sync and ...

New to method and setup the desktop application to sync with QB Enterprise 14. Whenever method is running a sync i can hardly use quickbooks as i get the cursor flashing a bunch. Hard to explain, but also when going through the integration applications in QB preferences there is only the Method Integration Engine and not the listener.

When I try to add an activity from the google gadget and include attachments, it seems to always send the first attachment to Method / SmartVault without an issue. However, the other attachments don't get added. Every time I add attachments / documents through the Google gadget, I get a pop-up warning that says the following: "Failed ...