Method Community

You would think that's the case, however, it is showing slips from Dec 10th and 11th, but not earlier or later than that. Also, we have the transaction history set for 730 days, so that can't be it.....

Hi Ivelina, Although your request could likely be done in Method, it might be a little advanced to explain in this forum post, especially from when starting from scratch.  My advice to you would be to first read up on using the Method Report Designer, you can find some good tutorial videos here.  Hopefully you will have a ...

Hi Shayaknyc, All of the time tracking entries should appear. One reason they may not is if they are outside of the transaction history range.  Method by default only syncs the last 31 days of transactions.  This can be adjusted by going to QuickBooks > Synchronize and changing the transaction history. If they are not outside of ...

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 ...

Hi, we're a team of designers and we use Method to track our time slips per customer. Occasionally, we purchase stock images for a project we're working on for a customer and we need a way to record the purchase as billable to the client. How would one go about doing that in Method?

Hi, we've been using Method for a few months now and we love it. We were looking through the shared time tracking slips and see that for a specific customer there are some slips that are missing, however, in quickbooks, they are there. Why aren't all the time tracking slips appearing in method? I already ran a full sync, but the missing ...

I have two clients starting tuo use Method.  They both keep their files on Right Networks.  This means that my Right Networks user name will need to access two Method accounts.  Right Networks indicated I should contact Method to see how to “properly configure the (Method) plugin” for multiple accounts.  Where can I ...

Those are the correct gmail settings.  smtp.gmail.com is the Gmail server address.  Port 587 is used as the default port for gmail accounts.  You can leave the Port blank if you like.   I have not heard of anything changing in Method that would affect the emails.  Google may have changed something that is deflecting ...

Hi Matt, Sorry, I haven't been given a timeframe for adding the security tokens, my understanding is that it will be available with Method V2, however I will have to get confirmation on this.  Let me get back to you. -Ben

I have a school that sells prep classes. The way I currently have them enroll in classes is to fill out this wufoo form ( https://gabrielhealth.wufoo.com/forms/z7x3p3/ ), which conveniently also has the capability of adding up a price total and collecting online payments. This information is then sent via webhooks into the CRM. This ...