Method Community

Email Service Updates The following updates are available as of March 10th. Email Performance improvement - Multi-threading has been enabled, facilitating faster email broadcasts. Email Error Handling - Improved error recovery has been implemented, resulting in faster recovery from failed batches. Enjoy, Carl

Hey TogsTeam, You've got three options for making this happen. 1) You mentioned this already -- moving to Quickbooks Online. Running on the cloud is likely the easiest way to do it, assuming the db migration isn't too precarious depending on your circumstances 2) You can look into multi-tenancy. This is typically a better option if ...

We've been using Method for a few years now, and we're about to expand our physical locations. I would like to have a QB database running in two locations, and have them both communicating through Method. Is that possible, or do I have to move to QuickBooks Online to make that work? Thanks!

Hi Adrian, If you look at the top of this Sales Rep screen, you should see this comment in italics: "Due to a limitation of the QuickBooks Software Development Kit, you are only able to create new Sales Reps through Method. If you'd like to edit or delete a Sales Rep, you'll need to do this in QuickBooks." This essentially ...

We have directly entered a list of Sales Reps in Method from Quick Books Tab/Lists/Sales Reps.  We want to tidy this up as we are now using Sales reps from Quick Books. How can we either delete the reps entered directly into the table or make them inactive?

Hi Adrian, You can do that by creating the alternate contact on Quickbooks, and it'll be associated on Method. Please take a look at this article that explains how to add an alternate contact.

We are using Quick Books Enterprise and there is a complete section for Contacts. How do you set whcih contact in Method becomes teh alternate contact?

This is a duplicate post, it was responded to in the MSP forums, here (only MSP's have access to this area if you can't load the link). -Ben

Hi sjk, Technically all tables in Method support tags, if you want to add tags to your "Customer" table, you must first add the "TagList" field to your table.  I have provided you with a link here, this is our article on tags, and we make this comment under the section "Creating a tag for another table". ...

Hey Chris, Your best bet is to create linked fields on the Invoice table that bring over fields from the InvoiceLine table, then base the grid around the Invoice table and share all of those fields. You can create a linked field for every field on InvoiceLine that you need. Now, based on what your'e describing I'm assumign you want a ...