Method Community

Hello James,    There isn't a list that is available that tells you what QBO fields are available in Method.  When you create the account, the best thing to do is to take stock of what fields there are.  One limitation is the amount and where you can create custom fields. You can find other limitations in our Help Center. ...

This is great to know. thank you! I was also referring to the benefit of using meeting invites (ical) with people who are outside of your organization and who DO NOT use Method. The meeting invite allows them to click the "Accept" button to automatically add the appointment to their calendars no matter what calendar program they use, ...

Hello Mike,    We have the ability to send an email when you create the appointment (which is considered an activity in Method).  On the new activities screen, you can check Send an Email?.  From here you can select a template and send the client a reminder when the appointment is saved.  Unfortunately, Method does not ...

Hello Gregg,      There is the ability to sync with a Google Calendar and Outlook calendar to see where meeting conflict with other appointments.  Both work in similar ways.  Users can sign into their Method account with their Google OpenID.  Method will then create a Method calendar in your Google ...

I am responding to Greg's questions below in blue -- thanks Greg, for responding and I look forward to dialog about this:  This is a great questionsand I'm hoping we do get some ideas from the community.  I want to make sure I have the correct idea.  The idea is to send an meeting activity to an employee. >>>To ...

I'm in the process of migrating from Quickbooks desktop to QBO.  Now that I've created my new Method for QBO account, I'm discovering various features that are available in the desktop version that seem to be unavailable in the QBO version. I'm used to the ability to update the customer payment information ...

Hello Mike,    I can use FieldServices_JobSummaryV2 as an example.  I'm going to make an assumption that you have been abel to get the report open in the Report Designer and go from there.     The good news it is simple to add a field to a report.  With the report open, find the field you need in the Field ...

I am using Method APIv2 to upload data using an Excel Application that I created.This requires Microsoft Office XP Web Services Toolkit 2.0 be installed and it is working just fine on Windows 7, however the IT companies that support one of my clients does not want to install this Toolkit since Microsoft states on the download page that it is not ...

Hello Mike,     The user who sent the invoice and the main admin user in Method get copies of the invoice emailed out. The administrator of the Method account is the User with the (admin) beside their name in the Users menu.  I believe you can turn it off with some customization.  Usually people create filters in their ...

Hello Gregg,    This is a great questionsand I'm hoping we do get some ideas from the community.  I want to make sure I have the correct idea.  The idea is to send an meeting activity to an employee. The employee can click on a link to accept the meeting. Unfortunately, I've not seen this available in Method ...