Method Community

 Hi Michael: Ok,  I am working in the Report Designer which has brought up a number of questions I can't figure out? My Report is based on Customer - Invoice.Customer tables. (Would this be correct?) 1.  If I include the Amount field and the Amount Applied field to the report and I want a third field to subtract the two to ...

 Hi Michael: Wondered if you had a chance to look at this issue further? I would like to know if there is something extra I need to do to make it work. These reports are filterable in QuickBooks and should be filterable in Method.  Any suggestions would be appreciated. Shirley

 Hi: I found this on your forum over the weekend and tried to make it work without success: Question: Is there a way to create scheduled reports whereby I can filter by Rep?  For example, I would like a rep to be able see his/her reports such as: Sales by Customer (whereby invoices are filtered by Rep) A/R Aging (whereby ...

 Hi Michael: It was my misinterpretation as to what to do with the sync engine on computer 2.  I was adding the account name - user name and password in the sync engine on computer 2 because I thought that was necessary to be synced to computer 1 "main computer".  After reading your message, I went back and did a ...

 Hi Michael: No, I don't have QuickBooks open on second computer.  The Method engine should be pointing to the QuickBooks on the first "main" computer right?  I am wondering if when we reset the Computer To Sync with:  (Even though it shows the new computer it did not actually reset and is looking at ...

Hi: We upgraded to a new computer and we need to move our Method account to this new computer which will be the main computer with admin rights (using same company file in QuickBooks as before). We went online into Method under the administrator and under the QuickBooks tab we clicked on the Reset for Computer to Sync with and then did a full ...