Search results by user ID 5364

Recurring transactions in Method?

bsouthwell — Fri, 13 Dec 2013 18:37:32 GMT

Is there a way to run recurring transactions (such as sales receipts, etc) within Method, instead of Quickbooks online??

Other ways to import email data

bsouthwell — Mon, 03 Sep 2012 18:59:39 GMT

I'm a new user so excuse my question,. It appears there is no way to "customize" the Outlook plug-in to import more data (such as: address, phone, etc), you are just able to import the name and email address to add a new customer..

Is there any other way in Method to import the data from an email into the customer database?? We currently have a contact form on our web site that a new customer fills out and then the form is sent to us in an email with all of their data listed in each field. I don't want to have to create another web form in Method if I can easily import the data from the email...???

Any ideas from anyone??? Thx...

Re: Intuit Merchant services integration

bsouthwell — Mon, 17 Oct 2011 17:58:46 GMT

That's where it says that the website or software is not setup....

Re: Intuit Merchant services integration

bsouthwell — Mon, 17 Oct 2011 14:08:26 GMT

After I login to the intuit site. I don't receive the screen where it asks to "choose your company"...

Intuit payment network integration

bsouthwell — Mon, 17 Oct 2011 11:40:10 GMT

Is there anyway to integrate the IPN with Method invoicing?? I would like to send that link out with invoice also, or is there a better way to offer customers echeck/ACH payment processing....????

Intuit Merchant services integration

bsouthwell — Mon, 17 Oct 2011 11:28:45 GMT

I'm new to Method and I viewed the "how to" video on setting up intuit, but I'm unsure which additional feature from Intuit I need enabled to use the customer portal to accept payments.. I am unable to receive the confirmation number, I receive the error "your software or website is not setup ....."..

Do I need the Hosted Pay Page option on my Intuit account or the Web Services enabled???

Thx............

Quickbooks Online customer notes - any way to view/import that into Method

bsouthwell — Mon, 17 Oct 2011 11:24:58 GMT

I have significant data in the "notes" tab for customers in Quickbooks online, is there any way to view/edit that in Method??? When the customer's data is imported into method, that field seems to be missing????

Thx..........

Re: QuickBooks credit card processing functionality

bsouthwell — Mon, 17 Oct 2011 11:04:42 GMT

I've just set up Intuit Merchant services but I am unable to get the confirmation number to enable the Method integration, do I need to add additional services to the Intuit account (ie Web Store or Hosted Pay Page)....????