Method Community

OK, so with your explanation and some testing, I see that we can post the name without the ID, and have the ID autocorrect to the matched name. Awesome! That resolves the issue for us.

Paul,  I was able to fix the issue - I was connecting to an old connection with Method for the connection ticket in 2012.   I then did NOT use that connection and asked to setup a new connection at that point I got Number 12 and was able to hit NO.    Finally, thanks for the BLOG!    - Beth

When I opened the tab today the sales orders are in the correct order.  I did not notice that the columns were sortable but that makes sense.  It was odd, though.  I do think it may have had something to do with the extended time frame for syncing.  If it happens again I will sort by the column to verify and let you know.  ...

Hi Paul,   I have been getting the exact same error message and I cannot get it to work again.  I have reset the process several times using your blog link in the email thread.   There also was not a step no. 12 when going through what Aaron when through.  Could I get some tech support on this?   This is my portal for my ...

Hi Trent, Unfortunately there is no easy way to delete Estimates in bulk in Method, however you do have some alternatives. The easiest solution, would be to change the time period you are syncing for your Estimates from QBO to Method.  The default setting for this is 31 days, for all transactions, however you have the option to change ...

Hi We've solved this for several customers by have the refNumber assigned in Method using a custom script.

For us, invoice numbers cannot be assigned/changed/edited in Method. The field is hidden or read-only. All issues happened on the day I posted this (Monday May 6th, 2014). and applied to a series of new invoices on that day - all created in Method.

Hi DaveWalter, You have a few different options to do what you are requesting, to Print different templates depending on which one you want to use, however these options would all require some basic customization on your Estimate screen.   One thought, would simply be to have 2 Print buttons on your Estimate screen, one would ...

Hi MikeB, Off-hand it's a bit hard to say why this has happened in your account, I have a couple questions that should help me get a better idea of what is going on here.  I understand you are using QuickBooks to assign your RefNumbers, however at any point did you have Method assign your RefNumbers, before hand?  Are we confident ...

Hi Retrotel, I might know the cause of this, however please confirm if this helps.  First off, if you didn't already realize this, if you click a Column header on any grid in Method, it will sort that column either alphabetically, or numerically, depending on what is in the fields.  So, by clicking on the "Date" ...