Search results by user ID 5786

Importing Exporting from one account to another

mlwells — Tue, 05 Feb 2013 16:42:26 GMT

Hi! My company has decided to make the switch from Quickbooks online to quickbooks desktop (enterprise to be exact). Unfortunately, as any one who has ever had to do this may know, it is not easy to on the quickbooks side of things. Luckily....method to the rescue! So essentially instead of using Quickbooks export, convert, import mess of a system, I am attempting to export the tables from one account and import them into the new desktop account, and then sync Method with QB Desktop (seriously though quickbooks, I've been on the phone w/ them for 3 days straight...to make hardly any progress).

I understand this is not quite as easy as just pressing export and then import, so I was hoping for a little advice. I was wondering what tables should be inported in first. I figured the entity table is kinda important so I should do that one...but with tables like ActivityStatus and ActivityType, is it better to import them before or after I import the main Activity Table. Also...I know there are differences in the tables between the method desktop and method qbo versions, but does anyone know any really big ones I should look out for or be worried about.

Also...I was trying to find an article that says what does and doesn't convert over to quickbooks. I know I read something like that once, is there somewhere I can read up on this or know what won't sync between method and quickbooks.

Sorry...that's a lot of questions, but I would really apprciate the knowledge and help! Thanks!

Re: E-mail Reminder for All-Day Appointment

mlwells — Tue, 22 Jan 2013 17:53:09 GMT

Hey, I read the Reminders blog. I learned something new, though it didn't help me with my problem.

So, I don't care if it's an hour or 15 minutes before the appointment start time..as long as it's not when some people are sleeping. It looks like it doesn't matter when I set the Due On date. As long as the All Day Event is selected, even if the start time is set to 8 am, it wants to send an e-mail alert around midnight. Is this maybe a calendar setting? I'm going to try and change my calendar show times and see if that changes things..I guess I'll let you know tomorrow...unless you have any other ideas.

E-mail Reminder for All-Day Appointment

mlwells — Tue, 22 Jan 2013 16:04:59 GMT

Everytime an employee is scheduled for an all-day appointment, they get an e-mail reminder at midnight. This isn't very useful as a reminder and its waking people up sometimes because their phone buzzes. How do I set it up so they get the alert 1 hour before they start work that day instead? Or is that possible?

Thanks!

Change status on work order after invoicing

mlwells — Mon, 21 Jan 2013 21:56:03 GMT

Hi,

I'm trying to have the status change on a work order after someone from the work order has clicked the create invoice button, created the invoice, and saved....then that work order, canges it's status from "to be invoiced" to "awaiting payment". I'm trying to figure out if I need to make this something that happens on close pop up or maybe an action on the save button of the invoice screen, since I don't want it to change the status if no actual invoice was made. But it appears that there is no reference to a work order from an invoice. So does that mean I need to add a new field in a table so it knows how to link back?

Since I'm pretty sure I just rambled, maybe this will be an easier way to understand what process I want to happen:

Work Order > Create Invoice > Save Invoice > Change Work Order Status to Awaiting Payment

Thanks!

Sync to New Quickbooks Account

mlwells — Tue, 08 Jan 2013 17:54:51 GMT

My company wants to cancel their quickbooks account because it is so messed up (not my fault, btw) and start over, but they want to keep a lot of the data that is in method. Is it possible to do this? What if I disconnect quickbooks and then reconnect it? Or am I basically starting over with a new method account? Does that mean any customization is lost? Please help! Thanks!

Enter Purchase Order

mlwells — Fri, 04 Jan 2013 20:28:12 GMT

I'm trying to essentially put in purchase orders from an excel sheet and importing them into method, so that it syncs to QBO. But I can't find a table or screen for purchase orders...is this possible? When I search for the solution in the forum it seems like other people have a purchase order screen. So, do others have it and I don't, or is it no longer an option on Method? Would really appreciate the help. Thanks!

Re: Calendar Status on Series

mlwells — Fri, 04 Jan 2013 15:08:13 GMT

It was doing it on the stock screen as well, but today, both calendars are displaying them correctly. Not sure why it refreshed the status and not the label for it until today, but it's working now. Thanks for the reply! Sorry to always bring you weird problems...

Calendar Status on Series

mlwells — Thu, 03 Jan 2013 21:33:48 GMT

In the calendar, the status label is showing up with the wrong status color and claiming to be "not started", when I have it labeled as "scheduled" (a status I added). This is only happening with my recurring event for payroll and not for any of my other entries. I have tried refreshing. Logging out and back in to method. I've deleted the entire series and put it back in, but it still claims to be "not started". I've even customized it to show the Activity Status on the appointment. The status says "Scheduled" but when you scroll over the label it claimsto be not started. It's not a big deal really, since it's still showing up in my activity list and says scheduled on it. But, if you happen to know what's going on, I would love to know so I can fix it. Thanks!

Oh! P.S. Did you know that the forum won't let you search by the user who posted anymore...so you can't see the old questions you posted.

Mobile Version of Method

mlwells — Thu, 03 Jan 2013 17:17:11 GMT

I hope this is the right place for this post. I have a complaint. But before I start complaining, I just want to say that your customer support on both the forums and when you call in for help is awesome! Quite likely the best I've ever experienced. That being said, I do have some complaints, but I'll stick to just one. It is extremely frustrating that the mobile version is so difficult. It is extremely hard to select things, it won't even let you select different tabs (so you can't have them), and it won't load a calendar. Currently, everyone in my office is using the non-mobile version of the site because everyone finds it easier. But easier is still not good enough, and many are getting frustrated (and they only just started using it). So.....my question (err..hope) is do you think you'll come out with any mobile improvements? Maybe even ways to customize a mobile site other than clicking the make mobile friendly button. Personally I'd love there to be an app for method!

Re: Scheduling and Invoicing

mlwells — Tue, 01 Jan 2013 01:46:43 GMT

Is there no way to have the work order show up on everyone's calendar that is working on it. So all of the team members will have that job show up on their calendar. Or is this something that would be a customization job to get it to work ( I'm thinking possibly by making a duplicate entry w/ different AssignedTo fields for everyone working on it? <--This is how I'm thinking of doing it if it doesn't show on the calendar, does it sound like a good place to start or will I get messed up by a unique field along the way?)

Thanks! I hope my question wasn't confusing.

Happy New Year!