Method Community

Hello again Method users; it’s Alex (your friendly neighbourhood documentation specialist), here again with more good news for those of you pining for some down-to-earth Method support.  I’m pleased to announce that even more documentation has recently been added to our Help Center (courtesy of yours truly), including a full ...

Hello VLocke, I would try a Full Synchronize.  If you are already in Method, you can go to QuickBooks > Synchronize, and click on the Sync Now button right beside the label of Full Synchronization. Also, you may want to see if the Customer has synced over, but is hidden.  Go to Customize > ...

Hi James. Sorry for the delayed response. To clarify: the "customer" table is literally a view of the entity table. That's why you'll never see the "customer" table (or vendor, employee, etc.) show up on the Audit Trail -- they're all just different views of the master Entity table.  Any updates, ...

method:v2 latest alpha publish The following list is what has changed for the alpha-version of method:V2. This includes code checked in between November 8th and November 13th. The last published version was Sunday November 14th, 2013, at 5:55 PM Eastern. Fix - show the selected row color of a grid. Fix - cleaned up the text for entries into ...

In our system, we are assigning a unique FullName which is made up of characters from the LastName, the Address, FirstName, and ZipCode.  So, a new lead might be assinged the FullName of SENICK14740JIM2484J.  A duplicate lead (of which we acquire many) would have a FullName of SENICK14740JIM2484J(2). I have a new screen with a new ...

Method Team, There is a customer in the Method Customer/Contact List - When you "Go To"  it says the customer does not exist or I do not have permission to view it.  I have full permissions.  It will not allow me to delete it because it think it is not there - no sure how to get this particular Customer off the list. Any ...

Method Team, I am trying to see why a customer is in QBO and is not syncing to Method.  The customer is in QBO - it has not been deleted - there are no QuickBooks sync conflicts on this customer and it is not in Method.  I cannot determine what the issue is.  Any help would be appreciated. Thanks, VLocke

Hi Scott, Unfortunately I can't help too much more from the forums, but I heard you booked a consultant to help with this customization job. This is great because you'll be able to figure this one out and more! I hope you find the session valuable. Jason

Hi chowrentoys.com, Have you granted the user access to the api in step 8 of the create user wizard? Dave

Got the following error message while trying to access Method via API. We have tried couple of times at longer and longer intervals. The last time we waited an hour before we attempted to accss. I can login into our Method account with the same credential so I know our password, etc are good. <?xml version="1.0" ...