Method Community

TogsTeam - Everywhere else in Method we constantly doing time zone conversions - but there's actually no time zone conversion on that field.  What happens is that it syncs a changes-only sync every 20 minutes (by default).  The next sync after your scheduled time is when your full sync will kick in. So, say ...

Hi Adam, Yes, I was able to clean things up by deleting and re-entering.  I have been able to sync properly today. I guess the question that still remains is how we are getting inactive accounts.  We currently have 9 "inactive" accounts in Method (and we don't necessarily want them to be listed as "inactive).  ...

 Thank you Paul, The information you gave me helps.  Now that I have compared the transactions within Method to the QuickBooks reports,  I do find several invoices and half a dozen received payments outside the Transaction History range we set and not listed in the QuickBooks "Open Invoices" report.  All invoices and ...

Nathan - thanks.  I checked it out and everything seems to be working fine.   I think it was just a matter of time before our running of back end updates to all QB Online accounts was completed.  So by the time I tested it out, your account was already update with the latest and greatest. I was able to edit a note and restore it ...

Paul, I'm trying to modify journal entry lines via a loop.  It loops just fine and updates the record in Method, and they show that they have been modified in the Method audit history, but nothing gets pushed to QuickBooks and i'm not getting any conflicts or other error messages in Method or on the Desktop. Just to test it out, ...

When we approve Non-Posted Time Tracking (changing Wait For Sync Approval to No), all entries that include break time suddently ignore it. So if person worked 8am - 5 pmwith 60 min break, before updating the Waiting for the Sync Approval they worked 8 hours but after they work 9 hours. Even updating the Duration in the table afterwards changes ...

Hi Mortaza, That was it. Thanks, that saves me lots of time. However, this issue also raises some questions: 1. It seems that order of RecordID and TxtLineID are not always the same. In my case, RecordID is in the order I inserted those BillLineItem, however, TxtLineID is not, it is quite random. Is it the correct behavior? 2. If this ...

One option you have is to edit your template, i.e. Invoice (Product) template, and use a script to display the characters in uppercase. This will only help when printing or emailing invoices; so when viewing the data in Method you will still see it as it is received from QuickBooks. In order to edit any templates you would first need to ...

Hi Danny, Actually, in looking at this further, I checked two other databases that are using the same custom screen for the "Edit Customer."  (This is a copy of the original CRM Edit Customer Screen, with some added fields.)  The error is occuring on all three databases.  I think it began with the new December platform ...

Thanks, whatever you can let me know will be helpful. I copied the customers table and created a screen which shows me Name, Company Name, Full Name, and First Name so that I can make sure I am seeing the data correctly. For every entry that I imported, I have one record where Name = Company Name = Full Name.  This is fine, it is what I ...