Method Community

To Anyone following this thread, I informed Romina by email that at this time Method Online Accounts do not have the ability to sync multi-currency with Quickbooks Online Accounts that have this feature available.  We do hope to add this in the future, but it just currently it is not possible.   -Ben

Hi pgarofano, You can find the BillEmail field in the Estimate table and it does sync with QBO. This means that once the estimate has posted to QBO, the BillEmail field is populated with the data generated by QBO. All you need to do is add this field to the estimates screen to display it. If you would like to have this field populate ...

Hi mmcbride, It’s actually possible to perform some very minor customization to your transaction screens to include this yourself. You just need to add the LineOrder field to the line items grid on these screens. When adding new line(s), just give its LineOrder the value of where you want it to appear minus 1. For example, if you ...

Hi pdx971, Customers and Leads are essentially the same thing, except that Leads do not sync with QuickBooks. Customers and Leads are both stored in the same table, the Customer table. There is a Yes/No field within the Customer table called IsLeadStatusOnly. This is the field that determines whether the record is a Customer or a ...

Hi beltechs, In Method, check to see if you have any conflicts which need to be resolved. Make sure you're in the CRM or QuickBooks tab group and go to QuickBooks -> Resolve Conflicts. The list should show any sync conflicts i.e. Invoices not syncing with QuickBooks, and give a description as to why this conflict occurred. Let me know ...

Hi John, Sorry for the late reply. This must have got lost in the crowd. Contact is not a subset of Entity.  The Contacts table is a Method only table.  It has linked fields from the Entity table, but they are separate fields.  The Contacts table hold all of your contacts and does not sync to QuickBooks. Hope this helps, - ...

Hi Jack, There are lots of places to send an email through Method, but if you are contacting customers, the activity screen is the place you probably want to be. So you're in the right spot. When you say you've changed the default in the From Name field, do you mean in the Send Email action?  If so, I think what you're seeing is ...

Hi L.Sheaffer, I'm not understanding how your Right Networks username will access the Method accounts.  The Method login and the Right Networks login are two separate things.  Your Right Networks username will be used to access the Right Networks server and nothing else.  You can use the Method logins to access the appropriate ...

Hello Charles,     Method does not store any credit card numbers.  You can enter a credit card number in the Method fields and it will be passed into Quickbooks with the sync.  If you enter the credit card number in Quickbooks, the credit card number will not be sent to Method.  There is an old forum post that ...

Yes, I've seen transactions sent from Method to QuickBooks come back from QuickBooks on the second sync with the Address fields garbled because QuickBooks changes the data according to its own fuzzy logic. (from another thread:)It's important to understand how QuickBooks uses Addr4 and Addr5.  Thos e fields are essentially ...