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Hello Tim,
Method does not have a default report that displays invoices of customer's who are categorized under a specific lead source. It would have to be created through the report designer. You would have to make a report based on the invoice table (or transaction table). Then link back ...
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Hello Tim,
What in the end would you like to see in the report? Do you want to see a list on invoices based on the customers' lead source? It is possible to do this with our report designer. How familiar are you with the designer?
Our customization team can help create reports or you can find a ...
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Hello Randall,
You can do it with some customization. First, you can move the columns around in the screen designer. Second, you can have actions on the column to put values in other columns automatically. Say for example you enter a cost and markup, you can have it calculate a value for Unit Price on Lose Focus and ...
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Hello industrialrobotix,
You would need to reset the OpenID for your user on your account. Then you can set it to your business email. Give Method support a call at 1-888-925-6238 x2 or email support@method.me to get the OpenID reset.
Greg
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Hello David,
Most of the time, anything that does not sync over is in conflict. On the rare occassion, I do see a transaction or customer with no conflict that will not sync. If the bill is not in the resolve conflict list, go to QuickBooks tab group -> QuickBooks Dashboard. There is a list called ...
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Hello industrialrobotix,
We do have our new version of Method, Method:New, coming out soon. It is mobile-centric to be used effortessly with smart phones and tablets, as well as desktops. It will have speed improvements and the modern functions and interface you are looking for. Keep an eye on our blog and ...
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Hello Barbara,
There are two ways to do this. You can either use the export in the Integration Tools or List Builder. Each will give you different information.
For the export tool, you would use the Advanced Filter Options. For the export, setup a straight-forward export. ...
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Hello David,
For the first issue, are there conflicts in your resolve conflicts list? Go to QuickBooks -> Resolve Conflict to see the list. It looks like the Bills are getting stuck in conflict and they are not in QuickBooks.
For the second issue, it looks like the A/R Report is using the invoice creation ...
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Hello Ivana,
I did have one suggestion. When using the List Builder, you can create an activity that marks an email being sent out. In Step 3 of the List Builder, check-off Add Activity? and create an activity to record the email going out. This would allow you to have an activity indicating if a user ...
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Hello Ernestine,
I took a longer look at this import as I was unsure myself about the fields. To import an activity, you need three fields: AssignedTo, ActivityType and DueDateStart. You can find which fields are required by going to Customize -> Tables/Fields -> Activity. You can scroll through the fields ...
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