Method Community

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Hi Robert, By default Method only stores transactions for the past 30 days. You can change this setting by going to QuickBooks>Synchronize. Towards the ottom of the page you should see the option for "Transaction History" I'm guessing this is the reason the invoices are disappearing.

Could you enable the MethodSupport user by going to Customize > Users and clicking the checkbox under Active for the MethodSupport entry in the list at the bottom of the screen? After you do that, email me your Company Name and I'll go in and take a look. - Justin 

Hi Shayla, Just to make sure I get what you're trying to do here, you want to populate the Class field with data from the Customer Type field? Class is part of the Estimate table, whereas Customer Type is part of the Customer table, so populating values from one with the other would require a ...

Hi Greg, We've received word from our development team that they've applied a fix which should alleviate the speed issues you were experiencing. Please let us know if they do continue to happen, and provide any associated information for us to forward along to them. Thank you for your patience while we worked to resolve this ...

It's the activties created in Method not showing up on the Method activities calendar. Or any other calendar in method, even though I created and edited them from method. 

Hello Justin, If I export all of our contacts, it includes those that are Lead Status only, as well as a bunch of dummy contacts we created in testing various other features of Method.  Plus, by exporting a grid I'm hoping to be able to apply some View Filters to make sure I'm only exporting the contacts I want. Is the ...

Hi JoanN, Which Calendar are you referring to? Do you mean that Activities created in Method are not showing up in your Google calendar? Outlook calendar? A calendar on a custom screen? Let me know and we'll see what we can do. - Justin 

Hi NathanInTexas, Did you just want to export the entire Contacts table? You can do this from the Import/Export menu under Customize > Integration Tools. Is there a particular reason you need it done through a custom screen? Let me know if this helps and if not we'll see if we can figure something out. - Justin 

Hi Wentsi, Since the Customer Type table is actually a QuickBooks table, it turns out there's an easier way to do this from within QB. You can find how at this link: http://support.quickbooks.intuit.com/support/pages/inproducthelp/core/qb2k12/contentpackage/core/center_customer/pop_ctype.html?family=pro If you don't have ...