Method Community

 Ok, I think I may have partially figured this out. I went into the Estimate Table and created a new Field called SalesTaxGroup and chose drop down as the field type. I then chose "Choose from existing table from the drop down wizard". I then chose Itemsalestaxgroup as the existing table to choose from. Step 3, then only choice I ...

 Thank you Danny, that makes sense now.   I appreciate the help!

Hi method, I was creating an estimate today and noticed that the default tax choice is sales tax item. The problem with that is we have multiple tax items in Texas for each customer, so we have to create what are called Sales Tax Groups in Quickbooks. So, I was wanting to customize the estimate screen so that the Sales Tax ...

Denis, so you are saying that I need to install the method engine on my server even though that is where the database file is located? All the server does is host the file, it does not access it. My understanding was that the method engine only needs to be installed on a computer that is going to be opening the file and using it, ie where the ...

Merry Chrstmas All, I am new and am setting up my QB sync for the first time. Two questions: Since I am running my QB database on a server, do I install the method sync engine on the server or on each client desktop? If I have to install the engine on each client, does that mean at least one of the clients need to be running with quickbooks ...

Thank you Denis.   I will take this back to my IT dept and discuss. We probably wont get to this until after Christmas. I will let you know how it turns out. By the way, do you happen to know of anyone running exchange server 2007 that would be willing to communicate with me so I can possibly see how they set it up on their end? Just a ...

 Denis, after doing more research on the exchange server end, I did find out that the default settings for exchange server 2007 will NOT allow for relaying email from third party apps. Therefore, I have to configure it to allow your software to relay email. In doing this, we need to lock it down to a specific IP address or a block of ...

 Hi Denis, thank you for the quick response. So, you are saying that method works with default exchange settings, so that means as long as the correct mail server, username and password are entered, then it should connect. Problem is it does not. (And yes, we do require SSL and I have that turned on.) So, that tells me that I would ...

Hi, we are currently running Exchange server 2007. I know my mail server settings, username and passworrd are correct in the default settings in method. I have had to enter this info for other softwares and had no issues. Unfortunately I continue to get an error - "Error^Action Sequence:32. Error with connecting server;current server: ...