Method Community

For anyone following this thread, the bug with MethodAPIActionSendToDesktopV2 for QuickBooks Desktop sync has been fixed. You should now be able to sync transactions real time with this endpoint.

The following updates are now live for users of Method. New Feature Allow transactions with Bundled items to sync if bundle item header was removed from the transaction (PL-18603). Bug Fixes Fixed an issue where Selecting Invoices will pay all Invoices even before Save (PL-18837) Fixed an issue where SendToDesktopV2 API endpoint was ...

The following updates are now live for users of Method. New Features QBDT - New sync engine with updated version number that triggers the update option for customers from their current versions to the new version V24 (PL-18590). Partial Payments can now be made on the guest portal (PL-10985) A Payment buttion has been ...

The following updates are now live for users of Method New Features Enable Method Support to Reset Quickbooks file from AlocetSystem for any account and disable the option for users (PL-18367) Bug Fixes Fixed an issue where sync is logging more calls to sync logs than necessary (PL-18802) Fixed an issue where item was a ...

The following updates are now live for users of Method. New Features For Sync Engine, Added a new pop-up screen to improve user experience on the initial set-up of the sync engine Improved initial sync from 31 to 180 days and sync all open transactions outside of the 180 day range Improved handling of archiving and ...

The following updates are now live for users of Method. Bug Fixes Fixed an issue where Auto apply payments were not linking to Invoices when processed through Payment Gateway (SYN-372) Best Regards, Laks

Hello Colin, 'Name' is the field name in API for inserting values into 'Name in Quickbooks' and it is available for insert in Customer table.

Hello Colin, Creating new contacts with the same Tag name works fine on our end and I dont see any duplicates being created. Also, just curious as to where you are seeing these duplicates? Is it possible that there is an extra space added somewhere in one of these "New Lead" tags? 

Hello Colin, In order to add taglist, you have to call Update API on the Contacts table rather than the Customer table. Taglist sits on the Contacts table and so in order to add taglist for your Leads insert the Lead into the Customer table successfully first, retrieve the contact of that Lead you just ...

Hello Colin, There is no need for a comma to be surrounded in NewTag. Also just to make sure that we are on the same page with regards to inserting tags, is your work flow same as below? If not, the below should solve it. 1. Use MethodAPIInsertV2 to Insert Customer Lead into the Customer table 2. Retrieve ...