Method Community

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 ...

Hello timvreeland,    Are you using QuickBooks Desktop (QBD) or Online (QBO)? The fields Item, Description, Quantity, Cost and Total are already on the screen and available.  You can use the Screen Designer to move the fields around the screen.  Let me know if you are unable to get to the screen designer.  The Other 1 must ...

Hello,     The July stage version was pushed to make it the live version.  There is no sub-domain or app sub-domain. If you were using Stage before, you will have to update your bookmarks and portal links to point to the live site.  Currently, we do not have a new stage site available.  The live site has the ...

We have pushed the "July" version from Stage to Live. With this deployment we have also upgraded the hardware running the Method Webservers to ensure a more performant and stable system going forward. Carl

Very cool.  Thank you!!!

Ok thanks.  For now I'm just using my gmail SMTP, but I will contact support. Really liking this software more every day.

Hi Greg,  Basically I need to add fields and rearrange them if possible. Some are already the default in Method. See below for the fields that we currently use in Quickbooks for our estimates. Some of the fields show both on the screen and when you print and some don't. (ie: internal notes for that line item) This is a feature in ...

Hello Tim,     Are you modifying pre-existing fields in the invoice and estimate tables?  It may be restricting you to change attributes of a field because current values in the records violates the new attribute.  eg. You can't make a field mandatory if fields are currently blank.  Also, what do you mean when you ...

Hello, I'm trying to customize the fields in the invoice and estimate tables and Method won't let me. It has a notification that it has disabled the customization of certain fields because the table has more than 42,000 records. How can I change this? This seems like it should be a very basic function since I really need to match some of ...