Method Community

Thanks, good to know.  We are having trouble getting the plugin to show up in Outlook 2007 on a Win 8 computer, so now I know to llook at other areas to solve it.  It appears to install just fine, it just doesn't show up in Outlook.

Is anyone successfully using the Outlook plugin on a Windows 8 computer? 

Josh, this sounds like the opposite of what Method is designed to do.  Generally speaking, Method is only looking at "current" QuickBooks data, and it wasn't intended to have years of transaction history in it.  Also keep in mind that not all data ia allowed to be synced from QuickBooks to Method, so keeping the ...

  All active employees synced from QuickBooks have already been turned into users. Why do I see this message when I select "Invite Existing Employees"?  We have 5 Method user accounts and 20 employees.  I verified that the employees show up on the Employees tab in Method.  They have been in QB for a while.  I ...

Hi Ashur - I ended up doing something similar to what you suggested.  We are stealing some lines of the ShipTo Address and moving it to display directly underneath the BillTo address on the invoice so that we can get two more lines.  I considered custom fields, but they only allow 30 characters instead of 41 and have other ...

I have a client who is gearing up to use Method as a Membership database for CRM.  I am trying to have my client only enter the Billing Address info in Method, and not make any edits in QuickBooks to the Customer info.  Their Members have a 5 line address consisting of: BillAddressAddr1 = Full Name BillAddressAddr2 = ...

John, I'd advise waiting on QB 2013 because there are many things that aren't quite right about the big redesign.  The messages you're getting from Intuit are sales pitches, nothing more.  Watch the free "New Features of QuickBooks 2013" webinar at https://www2.gotomeeting.com/register/399196954 and ...

Or you could create the job in QuickBooks, if that's possible with your workflow?

Thanks Paul, good to know.  But it seems a bit counter-intuitive to hide the sync settings until after you've already done a sync!  I'm glad that I was able to find them.  I'd prefer that you have a "Show Sync Settings" link on that page right from the start.  For this client the primary issue is that we ...

When I log in to one of my Method accounts (as the Admin and using an Admin tab group, as well as using other users or roles) and go to the QuickBooks tab and look at the Synchronize screen, I see the Installation instructions section and the Common QuickBooks integration questions section, but not the Edit Synchronization ...