Method Community

It's not a Generate Report. It's a Document field lookup from the DocumentLibrary table shoved into an ActionResult. That AR is then used as the attachment in the SendEmail action. Here's the screen shot of the Retrieve Value From Table action immediately before the SendEmail action (see link in my previous post for that action's ...

  Good day Method users!   Once again it’s Alex, your friendly neighbourhood documentation man-about-town, stepping out from behind the editorial desk to bring you some food for thought for your small business.   I’ve talked before about how companies leverage their social media platforms into leads and customers, and ...

Is it possible through API or... to send a sales order transaction from one Method Aaccount to another? Here is the scenario.. Business A works as an independant sales rep for Business B selling custom built widgets. However, Business A also sells products for other companies and wants to ...

Hi Adrian, Your Sales Reps should be getting synced from Method to QuickBooks, are you linking the Sales Rep initials to a "Name" that is stored in your QuickBooks File?  I just did a quick test in my own account, first I added a Sales Rep with a 'name' from Method, then went into QuickBooks, pulled up an Invoice and ...

Hi Ben, The reps created in Method are not shown in Quick Books, I have looked in Lists/Customer & Vendor Profile Lists/Sales Rep List and also in LIists/Other Names List. Where are they stored? Thanks  Adrian

Hello,    We did a test here and could not reproduce the bug.  Can I get a screenshot of the Generate Report that picks up the report and stores it in an Action Report?  It may be something there that is causing the error. - Greg

Updated sync engine for QB Desktop The following updates are now available. Performance improvement - In cases where generating a report takes a very long time a separate web service will be leveraged to improve response time. Feature Request - Now integrates with Lot Numbers, Serial numbers on locations for QB Enterprise (Advanced ...

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!