Method Community

I updated to the August version and logged into method. Went to customize, screens tab and deleted my custom contactsPortal_Home 2 because I wanted to start over from the beginning. After the delete, I did a refresh and created a new custom ContactsPortal_Home(2) page. Went to the customize page, created a new section called Your Documents and ...

I am trying to determine if the "Location" field in QBO is available in Method.  I have looked on screens and in tables to no avail.  Can you tell me the best way to determine this for this situation and for other fields in the future?  Thank you in advance.

Hi guys. I have a problem with a Report designer. When want to open a existent report to modify, the Report designer show a message with error: UNKNOWN TIME ZONE. How i can make to fix this problem and open a existent report?

It seems that I always get nostalgic about my school days when September rolls around.  And while my days of buying binders and highlighters may be over, who says my learning has to be?   There are so many online education providers these days - there's even one called Lynda.com! These organizations ...

Brian, Both Method and Active Books are third party applications that separately interact with Quickbooks, but they do not interact with eachother. Additionally, Active Books will continue to run fine with Quickbooks if you install Method, there shouldn't be any interference between them. Hope this clarifies.  Jason

Strange.  Please keep an eye on it and give us a call if it happens again. - Adam

Will Active Books still work on your platform even though it will not sync with Active Books?

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online New Activity Fixed (#4346) - Addressed issue where defaults not loading for New Activity tab. (QBD & QBO) List Builder Improved (#4173,#4215) - Improved screen wording ...

Hi Ben, John, thanks for the comments, my answer below should give you a better idea of why you had to go through this process when you converted your own account. Unfortunately there is no easy way to convert your Method account if you switch from Quickbooks Desktop (QBD) to Quickbooks Online (QBO).  The issue here is because of how ...

Hi, What you'll need to do is filter the grid to only show documents for that particular customer.  Edit the grid and go to Step 3.  Add a filter to the default filter to only show documents with the entity record ID of the logged in portal user.  It should look similar to below: As long as this filter is default, when the ...