Method Community

Hi VLocke, Please check to see if the Method Integration Engine is up and running and your Quickbooks file is open. If the sync engine is working, the customer you are deleting most likely has transactions associated with it. Also, if the QuickBooks file is currently in Multi-User mode, QuickBooks will not allow customers to be deleted. If ...

Hi Tiger65, Its quite possible that your transaction history is only set for the past 31 days.  As a result, only transaction within that timeframe will sync into Method.  This can be adjusted to a larger time frame or even all of your transactions.  You can find this under the QuickBooks tab > Synchronize (you can also adjust ...

Hi Nebo, The SpecialType can't be used for what you're thinking.  Its actually a field that sync with QuickBooks and is used to determine the main contact and alternate contact for the Customer.  In QuickBooks, each customer is created with a main contact and you also have the option for an alternate contact.  This field is ...

Have you tried to change the SalesRep data in QB?  Does this sync over correctly to Method and does it have the same effect of switching back shortly after?  This is a longshot but are you changing to a valid SalesRep?  You would get an error on the import if the SalesRep didn't exist but I'm just trying to figure out what ...

 Hello, Welcome to our forum! Once you add the Group Item, update your grid and click on Save, the estimate then goes into QuickBooks (provided your QuickBooks is opened). Once this estimate syncs with QuickBooks you can then select the estimate in Method and you'll be able to see the Inventory items in that group and their costs ...

Nick - to respond to your question about API vs Interface. It all goes to the same place. The API saves data to the same tables and shares the same common libraries as the interface. It flags to the sync engine that a sync needs to be done in the same way too. The sync engine is de-coupled from both the API and the interface, so it makes no ...

Hey Alex, This can't be done, there are no settings to choose which specific date to start the sync from. Can a workaround be creating a copy of the QB company file with data after that date and syncing with that QB file? - Mortaza

Hi Audisho, Thanks. I probabaly not able to ask my client to do manual import. Anyway, I should did this test myself, but it took a while to insert action in Method, so just ask here: what if I do like: 1. Create a lineitem and force it to sync to QBs (send to desktop) 2. update this new lineitem again in Method, and wait for ...

Hi Alex Welcome to Method! Let us know if you have any problems or questions. 1 - Custom fields from Quickbooks will sync over to Method but any custom fields created in Method will not sync over to Quickbooks. 2 - If you haven't updated the custom fields labels in Quickbooks it should still show a name such as ...

Hi, For 1.   Yes you will get duplicate numbers in this instance if you allow Method to assign ref numbers.  This is because this number is attached to the RefNumber field which is not unique. If you were to change this number in Quickbooks to a number already in use, you might see an error similar to the following: The best ...