Method Community

Is the proper login url for the July version https://app.methodintegration.com/stage/login.aspx or  https://app.methodintegration.com/Method/Login.aspx I think the latter is the new production July version.  In the July login, using the bottom url, there is no option to switch back to another version.  I assume this is ...

Hi v.ayres, The sync engine should start automatically when quickbooks is launched on an administrator account and loads into the correct company file. Do you get prompted to allow method to access your Quickbooks file once you manually start the sync engine ? You mention that you can’t leave your quickbooks file or the sync engine running, ...

I have my qb file on a cloud9 virtual server and had the method synch engine installed as third party app.  It works but a little clunky.  If I login to my server and open my qbw file, it says the method synch engine needs to be launched.  If I launch the method synch engine first, it gives me a message that the qbw file associated ...

Okay, It worked! Thank you very much!

Okay that helped. I'm not getting an error message any more. For some reason, however, it's not pulling my custom fields. I'm trouble shooting that now.

Hello,      Your account can be managed in the Subscription Portal.  In Method, go to Customize -> My Account and click on 'Go to Subscription Portal...'.   There is a cancellation option.  If you need assistance, you can speak to your Sales Rep and he or she can help you out. Greg

Hello Lance,   I have a hot new lead.  You are missing underscores, " _ " in your equation.  When you have to carry the equation to a new line, you need underscores to tell the program it's continuing on the next line. eg.    a + b Correct:  a_ + b Incorrect: a + b Let me know if this ...

Hey Lance,   It looks like you found some stray spaces.  This must not have been the issue.  I would recommend going with just the first couple of lines.  Generate the report and see if it work.s.  Then subsequently add another line of the equation.  See if this pinpoints where the error is occurring. Greg

Thanks Fran! It's good to hear from you. I'm trying to avoid that route. Let 's hope I can get this working. Hey Greg, Line 3 is:    dim sNewLine as String = Microsoft.VisualBasic.ChrW(13) + Microsoft.VisualBasic.ChrW(10) Line 10 is:  + ...

Thanks Greg! I followed your steps until "THen have a 'Go To Screen' ..." , and then the rest is not clear to someone new to Method CRM. So now I'm busy wading through the documentation and webinars. When I finished that, I hope to complete your instructions. Regards.