Search results by user ID 6627

Estimates are not synchronizing with Quickbooks

Justin Myhill — Tue, 28 Oct 2014 19:12:30 GMT

So our estimates are transferred over to quickbooks for our ap team. When they type in the estimate number to pull it up, it says that there is no estimate. The "wait for synch approval" is unchecked as well. This was working just fine an hour before it stopped synching.

Customizing Print Preview

Justin Myhill — Tue, 28 Oct 2014 14:41:33 GMT

Is there a way to customize our print preview so that we can change the address, logo, and other items?

Re: Plug-in doesn't show up after being downloaded.

Justin Myhill — Mon, 27 Oct 2014 19:40:19 GMT

I was able to resolve the problem. If you go under the properties and look at the bottom of the screen. There is an unblock button that should resolve the problem. If you then reload methods plug-in it should work for you.

Plug-in doesn't show up after being downloaded.

Justin Myhill — Mon, 27 Oct 2014 18:02:54 GMT

Hello,

We are new to method and we have been downloading the plug-in to microsoft outlook. So far it has worked on all of our computers except for 2. On one computer it went directly into "Quick Steps" and then disappeared. The other computer downloaded the plug-in and is not anywhere on outlook. It says that it is downloaded onto the computer but doesn't appear to show on Outlook. If you have any ideas please feel free to reply. Thank you for your time and I hope to hear back soon!