Method Community

After I log into my Method acct, how do I get to the screen where I can view the data in the various QB Databases on Method, especially the Transaction Detail DB?  Thanks.

Hi Dave, 

If you click on the Customers tab in your Method account you will see various tab links directly below the tabs. These links include transaction lists such as Estimates, Invoices, and Sales Orders. If you are not seeing all of the transactions from QB make sure to change the Filter By View dropdown. If you would like to learn more you can watch our recorded webinars here. The Method CRM 2.0 section would be the best place to start as it goes over the basics of Method. 

- Jason

Dave, 

You can also try the Transactions tab within the Edit Customer screen. This will allow you to view all transactions for the selected customer. Hope this helps. 

- Jason

Jason,

Thank you for the 2 ways to view QB detail on Method.  I still can't get quite what I need, so I have a few more questions:

1.  What is the Webinar url or YouTube link for the webinar that gives more information about how to view QB Transaction Details in Method?

2.  Is there a way to view the transaction details by account number, similar to what pops up in QB on the PC when user clicks on an Account number in the Trial Balance or Balance Sheet report?

Dave

Hi Dave, 

I understand your question more clearly now. We currently do not have a webinar that specifically addresses how to view transaction details by the account number. In order to accomplish this you will have to build a new screen through the Customize > Screens tab link. Base the screen off the Transactions table. From here you can add filters to the grid that allow you to view it by the account number. Let me know if this answers your question.

- Jason