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  • Re: Sales order in Method?

    Thanks. &nbsp;None of those seemed to work. &nbsp;I&#39;ll call support on Monday and talk to them. ETA - I am using Quickbooks Desktop 2012.... &nbsp;Could it be related to the release version? &nbsp;I was going to wait until 2015 came out to &quot;upgrade&quot;.
  • Report Designer: Formatting Pivot Grid

    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&#39;d ...
    Posted to Method:Classic General Q&A (Forum) by Ivana on 09-05-2014
  • Re: Sales order in Method?

    Hello industrialrobotix, &nbsp;&nbsp;&nbsp;&nbsp; Try regenerating the tables.&nbsp; Go to Customize -&gt; Tables / Fields. Click on the SalesOrder table.&nbsp; Click Finish Editing Fields.&nbsp; Go back and save the Sales Order.&nbsp; Does this work?&nbsp; If not, go back and try it for the salesorderline and salesorder table.&nbsp; You can also ...
    Posted to Method:Classic General Q&A (Forum) by Method_Greg on 09-05-2014
  • Sales order in Method?

    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 ...
  • Re: Trouble saving documents into SmartVault from the Google Gadget

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

    Hello 4theturck, &nbsp;&nbsp;&nbsp;&nbsp; Usually when customers see the cursor flickering and QuickBooks is slowing down, Method is syncing over transactions.&nbsp; This may be that Method has yet to get everything from QuickBooks that it needs.&nbsp; What you can do is find a time where you are not using QuickBooks.&nbsp; Run a full-sync and ...
    Posted to Method:Classic General Q&A (Forum) by Method_Greg on 09-05-2014
  • Quickbooks Sync Issue

    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.
    Posted to Method:Classic General Q&A (Forum) by 4thetruck on 09-05-2014
  • Trouble saving documents into SmartVault from the Google Gadget

    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&#39;t get added. Every time I add attachments / documents through the Google gadget, I get a pop-up warning that says the following: &quot;Failed ...
  • Re: Customizing invoice/estimate screens

    Hello timvreeland, &nbsp;&nbsp; Are you using QuickBooks Desktop (QBD) or Online (QBO)? The fields Item, Description, Quantity, Cost and Total are already on the screen and available.&nbsp; You can use the Screen Designer to move the fields around the screen.&nbsp; Let me know if you are unable to get to the screen designer.&nbsp; The Other 1 must ...
    Posted to Method:Classic General Q&A (Forum) by Method_Greg on 09-04-2014
  • Re: proper login url for July version

    Hello, &nbsp;&nbsp;&nbsp; The July stage version was pushed to make it the live version.&nbsp; There is no sub-domain or app sub-domain.&nbsp;If you were using Stage before, you will have to update your bookmarks and portal links to point to the live site.&nbsp; Currently, we do not have a new stage site available.&nbsp; The live site has the ...
    Posted to Method:Classic General Q&A (Forum) by Method_Greg on 09-04-2014
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