Method Community

To anyone following this Forum Thread, I did speak with John offline, and gained access to this account in question to see what was going on.  We ended up having to refresh his tables in Method, for the February version, this will likely resolve all of these issues.  Unfortunately, it is difficult to say what happened here, however this ...

Hi John, This is the first I have heard of this issue, I have a feeling this could be something unique on your specific Method Account.  I tested out a few of the issues you listed in my own Account under the February release, but wasn't able to replicate this.  Since you are a 300+ Method Forum Post User ( :) ), I believe I already ...

Hi JWS, This is definitely possible to do, however there would be a few different ways you could go about create this.  The easiest way would be to add some conditional statements in the OnScreenLoad actions to take care of this when any Method User loads this screen. I will demonstrate one of the ways you can do this, using ...

Glad this worked for you SalesMan, enjoy your syncing! -Ben

Hi Jeshurun77, I believe the forum post you linked in your first post is slightly misleading for what you are attempting to do.  First off, please understand that Method Reports are built using different technology then QuickBooks reports, so they are not interchangeable.  This means, if you have predefined Invoice Reports in ...

Hi Kpop, I am not sure if you are aware of this, but Method actually has a Contacts Portal built right into all Method Accounts.  If you want more info on the Method Contacts Portal, take a look at this Help Center Article.  The basic Contacts Portal in Method gives you a place that your Customers would be able to login to into, in ...

Hi SalesMan, I do believe I know what the issue is you are experiencing after the Sync Engine Update, this shouldn't have anything to do with your "mistake #1".  When you perform the update, you need to have QuickBooks generate a new "Method Sync Engine" Certificate.  The only way this Certificate will get ...

Hi Ben, I think I might actually know what is going on here, someone pointed this out to me, and I overlooked this.  If you go to your QuickBooks->Synchronize screen in Method take a look at the "Conflicts" header on this screen.  There is a dropdown field here with the ...

Hi Mike, I did a quick test based on your question, and I do see your point, I found in QuickBooks desktop, you can only add Payment Terms for a Customer, the option simply isn't there for a Job.  I then checked out Method, and again agree with you, you appear to be able to choose the Payment Terms for Customers, as well as Jobs. I ...

Hi Marcelo, I had to edit my post here, I answered the wrong question...sorry.  We will respond shortly to your inquiry however. -Ben