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  • Contacts in Quick Books

    We are having issues with the synchronization of customer contacts in Method and Quick Books. We have the main connect  but we cannot get any additional contact entered in method to sync with Quick Books , If we add a new contact for the customer in quick books when synchronized with Method the contact is ...
    Posted to Method:Classic General Q&A (Forum) by Adrian.Cortez on 02-21-2014
  • Time Tracking Slips missing from Method, but appear in QB

    Hi, we've been using Method for a few months now and we love it. We were looking through the shared time tracking slips and see that for a specific customer there are some slips that are missing, however, in quickbooks, they are there. Why aren't all the time tracking slips appearing in method? I already ran a full sync, but the missing ...
    Posted to Method:Classic General Q&A (Forum) by shayaknyc on 02-03-2014
  • Customers auto-create invoice during web-to-lead submission

    I have a school that sells prep classes. The way I currently have them enroll in classes is to fill out this wufoo form ( https://gabrielhealth.wufoo.com/forms/z7x3p3/ ), which conveniently also has the capability of adding up a price total and collecting online payments. This information is then sent via webhooks into the CRM. This ...
    Posted to Method:Classic General Q&A (Forum) by Alfredo1400 on 01-31-2014
  • Insert Record Error

    When inserting a record - an invoice (header and line item) - from our main account into a tenant account, I am getting the following error: QuickBooks returned an error when adding/modifying a accInvoice record. The error was: Object "80000029-1249501594" specified in the request cannot be found. . The Request was: <?xml ...
    Posted to Method:Classic General Q&A (Forum) by bcr_garrett on 06-11-2013
  • Switching from QBD to QBO

    Hey guys, as you know I have had my Method account customized heavily over the last few years. I am considering switching to QBO so that everything is in the cloud and I do not have to rely on a local server anymore. We are also switching to Office 365, so at that point, all of our files and mail will be in the cloud as well. I have 2 ...
    Posted to Method:Classic General Q&A (Forum) by handcrafted on 06-09-2013
  • Re: Going 'live' with new account

    [quote user="Rolf"]Is the order of copying screens relevant?[/quote] Not to my knowledge. [quote user="Rolf"]What happens if I forget to copy data with a table?[/quote] This can cause problems on your screens so I highly recommend you ensure that all tables with data you need to bring over have the option to copy data ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 10-05-2012
  • Re: Payment Receipt synch error

    [quote user="smohyee"]How can I get this sucker to show up in QB so the Invoice will show a balance due of $0 in Method?[/quote] Are these stock screens or custom?  I just tried to receive payment for several invoices of varying amounts and the payment was correctly applied and recorded in each instance.  Do you have wait for ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 06-01-2012
  • Method Warehouse and working with Bins

    Emma wrote an e-mail asking: Today we’ve tried to install Method Warehouse on another computer and it seems the installation is working, the ‘Sync’ is still going at the moment, however we don’t understand the following: For each item Method Warehouse automatically creates a customer bin and a receiving bin, for ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 09-24-2009
  • need to delete a customer listed in method but not in quickbooks.

    Im not sure how this happened, but I have a customer listed under method but not in quickbooks. when I try to open the customers file in method in the customer contact list I get this error. How do I delete this ghost file from showing up in method. Also, I have noticed with a few  current customers, I can see their file in the ...
  • Problem with currencies in Estimates Method > Quickbooks

    Dear Support Team, I am a new in Method. I have tried to create an Estimate in CRM and sync with Quickbooks, but I have received this message in Quickbooks > Resolve Conflicts: Could not add/edit the Estimate 'RecordID 57'. Click More Info to learn more about which record this is. The response from QuickBooks Online was: -19807 - ...
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