Method Community

Hello industrialrobotix,      The field 'to be emailed' on the Sales Order screen is actually the email option for the QuickBooks side.  It is the same field in the invoices screen that is labelled 'To be emailed in QuickBooks?'.  You would have to do some customization to add the email function to ...

I think I got it to work by updating fields....so it saves now. However - is it possible to email Sales Orders in the same fashion I can email invoices and estimates?  There is a check box for "to be emailed" but no "Save & Email" button.  I looked at the button in the Customize Screens for the Estimates, ...

Hello industrialrobotix,    I don't think it is related to the release version.  The error is generic in nature and could mean a couple of things.  It's hard to diagnose without taking a closer look. Greg

Hello makrill,      We are currently developing our newest version of Method called Method:New.  This version is made specifically to work well on all forms of screens: phones, tablets and PCs.  Currently it is in the alpha stage and will be out for the general public in the near future.  The new version also ...

Hello Tim,      The screen designer is where you can move fields around on the screen to customize the page. (See below for the estimate screnn in the designer.) The easiest way is to copy the screen from the estimate screen.  You can do this by going to the estimate screen and right-clicking.  Then select ...

Hello Ivana,      First, you will have to bring up the Propery Grid for the column.  You can either do this by clicking on the field in the Data Headers in the Designer screen or go to the pivot grid's designer wizard.  In the wizard, click on the field you want to format in the SRPivotGrid Fields column on the ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Customers Fixed (#3400) - Updated the addressing convention and Copy Address logic. (QBO) Estimate Fixed (#2614) - Updated the addressing convention. (QBO) Fixed (#1776) ...

I contacted your company 1,5 year ago, and I was told that you were going to develop an app for the mobile telephone. You have not still done that. We find it difficult to log into Method on the iphone as it takes such a long time to download each page, and even do update when using it mobile. What is your current status regarding this?

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 ...