Method Community

A full sync was run overnight last night.  There are some conflicts under QB > Resolve Conflicts, but they are not related to this record.  Whereas before I merged the records on QBO, I could see the transactions under the old, merged record, now the older record shows "deleted" and the transactions are gone, and they have ...

I understand that you can only have two contact in quick books sycn with method. THe problem that i have is that went I put a mobile number under the primary contact or the alt contact in CRM it does not sync to quick books and quick books to crm. the email fron the alt contact does not sync to quick books either. Every thing elses like invoice ...

I am trying to learn how to customize some of our screens. I started with the Estimate screen.  I copied it and renamed it so that I could start editing it.  The first thing everyone in my company wanted was for that little checkbox in Estimate screens that reads "Wait for Sync Approval?" to be checked by default. ...

Hi Mike,  I believe in Quickbooks you need Advanced Inventory to track batch numbers, and if I'm not mistaken I don't think Quickbooks supports expiry dates at all. For this reason, it may be best to make a couple of custom fields in Method in the ItemReceipt table. Although these new custom fields would not sync with ...

After syncing with Quickbooks I have been doing some editing/removing some of the customers from our database. When I try to delete the customer using the "more actions" tab under the "additional info" tab, I go back to the main customer list and the customer shows up as if I did not delete it. When I click on the "go ...

[quote user="Method_Ashur"] Hi Ben, Your setup is not outside of the norm. One thing you need to keep in mind is that Method requests your data from QuickBooks (via the QB SDK) during a sync, so the larger the QB file, the more data it needs to handle. This may be part of the reason you're seeing a decrease in speed. Keep ...

I have a client who is gearing up to use Method as a Membership database for CRM.  I am trying to have my client only enter the Billing Address info in Method, and not make any edits in QuickBooks to the Customer info.  Their Members have a 5 line address consisting of: BillAddressAddr1 = Full Name BillAddressAddr2 = ...

My activities in Method no longer sync to my Google calendar - they did at one time.  The last sync was 12/29.  I have checked my profile to ensure it is turned on.  I have done a manual sync.  I have made sure the activity type syncs. I have opened my Method account, Google calendar and QuickBooks all at the same time.  I ...

Lisa, If you've added the Currency dropdown to the screen and it's not showing any values, it could be a sync issue. At that point it would be a support issue and we can help you over the phone. Is that the issue, or is it something else? - Justin

Hi Heather Method only syncs your transactions relative to your sync settings.  (i.e.  Maintain for the past 31 days) The syncs settings can be found at Role:Admin   Tab:QuickBooks>Synchronize Hope this helps