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  • Re: not able to attach document to customer

    [quote user="WQA"]The yellow error message appears at the top. I know this makes no sense here...baffled[/quote] Actually this does make sense since this process will first try to save the customer record before adding a document to their name.  It sounds like you have some duplicate customer names in Method which ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 09-21-2012
  • Product Suggestion; Alert Admin That There Are Conflicts To Resolve.

    I know that an alert message appears that says there are conflicts to recolve pops us as part of the Method Sync Engine messaging while it's processing, but we don't always sit and watch those messages scrolling by. Nor is it intutiive how to go and find out if there are conflicts.   It would be great if the Admin could be alerted to ...
    Posted to Method:Classic General Q&A (Forum) by DaveGutie on 04-23-2015
  • A question about update Bill and PurchaseOrderLine:receivedQuantity

    Hi, While customizing Bill screen, default logic will check PurchaseOrderLine:receivedQuantity and PurchaseOrderLine:Quantity then decide the rest quantity for a new BillLineItem. The question is, is PurchaseOrderLine:receivedQuantity updated by QB desktop after sych? If I want to leverage this receivedQuantity field in the same way before ...
    Posted to Method:Classic General Q&A (Forum) by alexhuang on 02-26-2015
  • Quickbooks database hosted in the cloud

    Good morning, since I do not want to go to the expense of recreating my method account to work with Quickbooks online , we are looking at using a third party hosting company that will host our Quickbooks database. So, my question is, how will this affect your sync engine running in the background? Is your sync engine capable of connecting to our ...
    Posted to Method:Classic General Q&A (Forum) by handcrafted on 06-13-2013
  • Re: Client and lead specific information

    Hi SalesMan, You'll need to add a custom field for this, which is very simple to do. You can even create a Custom Field in QuickBooks, that way this data will sync between Method and QB. To do this in QuickBooks edit a customer, click on the Additional Info tab, then click the Define Fields button. A new screen will pop-up(screenshot below) ...
    Posted to Method:Classic General Q&A (Forum) by Method_Ashur on 05-02-2013
  • Syncing with Quickbooks Online

    I am working on the time sheet entry screen, and I added a drop-down field for "Location," as it is reflected as an option to add which location a service is provided in.  However, I am having a tough time getting Method to sync with QB Online to reflect which location a service has been provided in.  This field should already ...
    Posted to Method:Classic General Q&A (Forum) by Ben Brower on 03-19-2013
  • Re: Google Calendar

    [quote user="Innovative"] Activities sync but not work orders how do i get work orders to sync [/quote] Innovative, By default, only Activities are synced to the Calendar. Please refer to the following Help centre article. Go to "Activities" and then "New Activity". On the "Activity Type" dropdown, ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 03-13-2013
  • Re: Resource calendars

    Correct, the non-sign in users would not be able to sync their calendars with the gadget, only the calendar that is linked to the user that is signed in through the Gmail app would be synced.  As such, you will also not be able to sync other user's calendars, only ones connected to your OpenID.  The gadget is not meant to ...
    Posted to Method:Classic General Q&A (Forum) by Method_Adam on 02-07-2013
  • Importing Exporting from one account to another

    Hi! My company has decided to make the switch from Quickbooks online to quickbooks desktop (enterprise to be exact). Unfortunately, as any one who has ever had to do this may know, it is not easy to on the quickbooks side of things. Luckily....method to the rescue! So essentially instead of using Quickbooks export, convert, import mess ...
    Posted to Method:Classic General Q&A (Forum) by mlwells on 02-05-2013
  • Re: Issues with Address Fields

    Well, you guys changed the location of the question to the API forum, not me :) Dave, this has nothing to do with the conflicts. I suggest you access my account and see for yourself. Moreover, I'm pretty sure you are not replcating the issue here, because you are starting from a new customer. Please try to do the following: Add this ...
    Posted to Method:Classic General Q&A (Forum) by nick_warren on 09-20-2012
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