Method:Classic General Q&A

Re: Synching estimates and work orders from method to quickbooks

Method_Inderdeep — Mon, 09 Jun 2014 20:10:00 GMT

Hello Cheryl,

I am glad that your issue is reoslved.

-Inder

Re: Synching estimates and work orders from method to quickbooks

Cheryl — Mon, 09 Jun 2014 18:45:22 GMT

I was able to resolve the problem of estimates not syching to quickbooks by unchecking the box to have the estimate numbers created in Method.

Re: Synching estimates and work orders from method to quickbooks

Method_Inderdeep — Mon, 09 Jun 2014 15:56:36 GMT

Hello Cheryl,

Here's my answer. Work orders does not sync with quickbooks, you have to create an invoice of the work order in order to sync them with quickbooks. In regards to Estimates make sure that the Wait for Sync Approval is unchecked on the Field Service Center -> Estimate -> Add/Edit Estimate Screen, this will ensure that it is going to quickbooks instantly. Moreover, if you still have issues you can also check the conflicts by going to Quickbboks tab-> Resolve Conflicts tablink. If you see any conflicts otr there is no conflicts, you can give us a support call or turn on the method user by going to Customize > Users > Method Support and and click the checkbox.

Hope this helps.

-Inder

Synching estimates and work orders from method to quickbooks

Cheryl — Fri, 06 Jun 2014 13:11:03 GMT

Hi,

The estimates and work orders created in method are not synching over to quickbooks desktop.

The customer is synching over, however the estimate and work order is not.

Thanks for your help.

Cheryl