Method Community

Hi Mortaza, So there is no way turning back Customer to Leads except delete them and re-import? Is it available if I create fields that shows EntityType (Customer/Customer Leads) then change them to Customer Leads? So when the full sync occurs, the leads is not shown in QB. Please advise.

Hi andy,  The Amount and Total Amount fields are calculated behind the scenes so you cannot change it. Unfortunately, it must be this way to sync and match up with Quickbooks. Hope this helps! - Jason

Adam, The fix did not seem to work for us.  Quoting from my colleague, Jean, who works on the QB side... [quote user="jsenick"] I have unchecked the "print items in group" option on QB, did a full sync, re-tested and still no detail. So then I checked "print items in group", did a full sync, re-tested ...

Version 2.1.24 is now available for everyone to download and install.  This version allows you to install the latest version without having to uninstall the prior version.  There have also been some speed improvements made with the calendar sync ability.   Here is where you can download it ...

Hi nick_warren, The api is not the synchronization engine. The api manipulates data in your method account. The synchronization engine is what moves data between your method account and QB. First question, have you followed the steps from Paul above? I have and the ship address fields clears just fine. Second question, adter syncing if ...

Hey Michael, When this box is checked, it looks like it looks at the old numbering sequence in QB. My last number sequenced in the estimate list in Method is 'Q144-675'. After creating a new estimate and clicking save, Method auto populated the ref number with 456457. It does that whether I have ...

Hello timvreeland,    Are you using QuickBooks Desktop (QBD) or Online (QBO)? The fields Item, Description, Quantity, Cost and Total are already on the screen and available.  You can use the Screen Designer to move the fields around the screen.  Let me know if you are unable to get to the screen designer.  The Other 1 must ...

Pamela worked with her method consultant, and it was discovered that her network traffic was blocking the method push. This can happen when networks are behind a firewall. You will still be able to sync, the only thing is that you will need to initiate those sync's manually

sorry forgot to reply to this one, i got it to work, one little snag i've found is it can be quite anoying that after i click optimize the route there isn't currently a backwards sync from the map so then i still have to manually re arange all the stops so the tech does them in the order from top to bottom.  if there's a way to ...

Yes, just checked it - Auto sync was completed at 5:09pm Thank you!