Method Community

Hi Matt, Welcome to the Community Forums! Not sure exactly what you mean but it sounds like you're under the impression that Outlook contacts are synced with Method. If that's the case then there's no need to worry as Method only syncs with QuickBooks. Our Outlook Plug-in can sync Appointments/Activities with Method and you can add ...

[quote user="andrea"]Any chance this is due to archiving the QuickBooks database?[/quote] Very likely - depends on your options when archiving.  I know there is the ability to remove old transactions and lists that aren't being used - when you do this Method has no way of know they were archived. [quote ...

Hi viret56, These conflicts can prevent the sync from completing. This specific conflict you are referring to is coming from QuickBooks and you need to follow the instructions given in the message to try to resolve the conflict. For this specific conflict, deleting it will permanently delete the record from Method. Retrying will attempt to send ...

[quote user="TogsTeam"] Denis - One point of clarification for myself and others: if I'm not mistaken, QuickBooks makes a distinction between THE Admin user account (being the top-end "owner" or Master account, required for certain special functions) and an "admin level" user account, which is given all the ...

Hey Robert, If you want the live syncing that Method offers, then you need to have QB open and logged in. You can shut down QB if you would like but then you would lose out on the live syncing. Whenever your main computer (server) logs back into QB, the sync would start again. You don’t need to be the Admin in order to get the live updates. ...

Pdirect- What we are trying to achieve is to minimize the amount of fields a user needs to change/input when they create an activity based on its type. The Outlook plugin's sync is based off Activity type and based on which tab link you click it has a defaulted type.

Hi Allison, Contact is a required field, there is no way to do this. Customers need a Main Contact to sync with QuickBooks, so Leads do as well, since they'll eventually (hopefully) be converted to a Customer. Hope this helps. - Justin

Greg - i responded via email and sent an image to illustrate the issue.  Looking forward to your assistance.  Thanks

The user syncing doesn't have access to the Trial Balance. When you sync with QuickBooks open, the permissions for the user logged into QuickBooks are used. When you sync with QuickBooks closed, the permissions for the user listed in QuickBooks Integrated Application preferences are used. Solution to QuickBooks Status Code 3260 If you are ...

mlepitt- I took a look at the SO's you pointed out on the orginal Method sales order screen and Wait for Sync Approval is checked, which prevents it from going to QB. If you were to uncheck it and click Save it should go over to QB. -Michael