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Attention Google Apps and QuickBooks users! Google Apps has rapidly become the destination of choice for small and medium sized companies looking for hosted email, online spreadsheets, and a shared calendar. Even at Method HQ we dumped our Microsoft Exchange server, switched to Google Apps, and haven't...
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Hi there, can method track the real revenue and cost of a job so that commission can be calculated based on the profit from the job? It'd be cool if it can because right now we have to pull up a profitablility report from QB and then manually calculate commission, then enter the commission back into...
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Hi there, I have synced Method to Quickbooks Premier. Most of my transactions are in CAD$, but a %age is in USD$. However, the CRM system by default made everything into USD$. I don't think there was actually exchange rate conversions between the 2 currencies, but through Method, would I be able...
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My accounting department was trying to cut payroll checks today. An error occurred saying something about only one payroll user is allowed and had to abort (QB parlance) a transaction. Evidently shutting down both QB and the Method engine seemed to clear everything up. Has anyone had any issues similar...
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We are still trying out Method at our business. Everytime we log into the computer where the Method engine is running, we are unable to open QB (don't use QB everyday, just 3 days a week). An error occurs saying it's already running. The process is clearly resident, but the QB GUI is not running...
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Hello, I am new to Method and fairly new to CRM development. I am trying to switch our company over from Sugar CRM to Method (mainly due to the fact that Sugar does not work with QuickBooks), and have a few questions on how to get this accomplished with as littlepain as possible. I have exported a test...
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With all the new browsers that emerged over the past three weeks, we're happy to announce that today's Method update plays nice with some familiar faces (Internet Explorer and Firefox) and some not-so-familiar faces (Chrome and Safari). First some housekeeping Please turn Compatibility Mode Off...
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With today's release of the new portals, I can happily announce: the days of emailing PDF invoices are over . They are dead. Stick a fork in them. Emailing invoices just creates a hassle for your customers. When your customers receive an emailed invoice they think to themselves: How do I pay for...
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It might still be winter, but here at Method we’re already gearing up for and looking forward to this year’s Scaling New Heights Conference , taking place in a few short months. From May 23-25, 2011, the third annual Scaling New Heights Conference, presented by Joe Woodard , will bring together...
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John - Sounds to me like you are the perfect match for Method! In many ways, Method is "MS Access for the web". But then again, it can also be described as "MS Access for the web that automatically syncs with QuickBooks, and oh yeah, also starts you off with a service scheduling module"...
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