Method Community

Closing a loop on this one as this was handled by our support team over the phone call.

Hey Mahlon, As per the API Docs:  [quote] You cannot directly update the status to HasBeenBilled. To set the status to HasBeenBilled, create an invoice and attach the timeActivity object as a linkedTxn. [/quote] You can read more HERE, listed under 'BillableStatus' -- Mortaza

Hi Alex, Good news! We deployed an update yesterday that corrected this issue. When a CreditMemoLine or VendorCreditLineItem record initially posts to QB, the RecordID is no longer being changed by the sync. This results in the custom field data being retained instead of lost. Test this out and post back to let me know if you believe this to be ...

I inadvertently hit the Reset button, presuming I would get a chance to change the computer name if I wished.  Instead, it removed the computer name with the message "This account has no computer assigned", and I don't see any way now to restore the original computer name in this field.  How would I do that?    

Gotcha. I changed settings to remember all invoices. I'll check tomorrow after I sync ot make sure all invoices are in there now.  OK - I didn't know you needed to hit save first. Now I got it. Thanks!  One thing I noticed on the esimate grid is that we added in an "e-mail" field into it. However, I ...

Hi ecoxotic, You won't be able to remove these fields from the screen entirely.  These are needed in order to sync the estimate over into QuickBooks.  You can however hide them in the grid so they don't show. See below: Hope this helps, - Adam

LJR, Click here for a breakdown of the differences between Method CRM and Method CRM Pro. The Report Designer and Quickbooks sync will work fine on Method CRM. You won't be able to do any advanced customization though (ie. creating tables and dropdown lists).  Jason

Nathan- This should no longer be an issue. Any changes made from now on will not clear out any of the notes. -Michael

Yeah, I saw that. Thanks for the help yesterday. Good luck on fixing that bug. I wouldn't think that would be a difficult fix. A few more unit tests and perhaps some minor refactoring on the sync engine code should do it. I'm just glad the issue will be addressed and no other Method customers will have to spend a day spinning their wheels ...

So I updated without the spaces at the end of the sales reps and I'm waiting for the sync. Incidentally, in Resolve Confilcts, I get this message for a single record at the update time: "QuickBooks returned an error when adding/modifying a accEntity record. The error was: There was an error when composing an address in "". ...