Method Community

Hi Mike, I have the same problem. Tried the suggestions you made, but still "Failed to add methodintegration to trusted zone" Is there anything else to try?

Is there a way to add or change the options for LeadStatus the dropdown menu when creating or editing a Lead? I want to change the default options to something different. Thanks

Hello Erik,     Are the customers importing into Method correctly?  Are the records you imported in the Customer and Contact List and can you open the record?  It sounds like there is a problem with the sync between Method and QuickBooks.  I would suggest to give Method support a call at 1-888-925-6238 ...

Hello ahagerman,     The closest field I could find is the Balance field on the Customer table.  This field has the outstanding balance for the account.  You can see the value of the field at bottom of the Edit Customer screen on the Transaction tab under the Balance column.  Invoices are connected to Customers which ...

I am importing an update of my customer info in Method, but each time I update a customer, I dont see the changes reflected in Quickbooks Online. Please help!

Hello Ben,      Unfortunately we currenty don't sync with the QuantityOnHand field.  It is on the table but we currently don't use it in the sync.  It may be that we have not built the field into the sync or it's not available currently in the QuickBooks IPP.  I don't have a timeline on when we ...

I invoice monthly for regular clients.  When a regular client has not paid their invoice from the previous month, the balance they still owe does not show on the new invoice I create.  Is there a field we can add to the invoice in the report designer that will show the previous balance due or amount that is still due?  I would also ...

Thanks!  I am now finding my Portal login data.

Hello lzimmerie,     The two fields are labelled the same on each the regular and mobile screen but are actually two different fields.  The regular screen uses the Amount field and the mobile customer transaction screen uses the AmountForEntityBalance field.  Here are the steps to modify your mobile screen to use the ...

Hello Rob,   I'm not sure exactly what you are asking, but I can try my best to explain where portal registrations are kept.  The portal login is contained in whatever table you chose to as the table to base the registrations on.  We can take a look at the default Contacts_Portal.  It requires the Contacts table to have ...