Method Community

Hey  Jeff, Just to add something special about QBCustom Fields.  They are always Text fields... Just need to be aware of this if you do any customization with these fields in Method.  Don't get me wrong. These fields sync fine between QB and Method.  Your question #4 asked about your ItemInventory screen.   ...

@Grif - Are you still experiencing an issue? @John M - How did you transfer your QBD data to your QBO account? The QuickBooks Online API doesn't support the IsActive status to change so it has to be set to Yes/True. If you delete a customer in Method/QBO that's when it'll be set to a Deleted status in QBO and will show up in your ...

Mike, If QB has an import feature specifically for Constant Contact, that may be the better route. Either way you do it, the information will sync between Method and QuickBooks. If there's a tool specifically for the software you're importing from, use that, and the data should sync over to Method just fine. - Justin

On Friday, October 23rd the QuickBooks Online API, the technology that allows Method to pass data to and from QuickBooks, will be unavailable between 11pm - 12am EDT (8-9pm PDT) for scheduled maintenance. To ensure you can work within Method without interruption, we will pause the automatic sync between Method and QuickBooks Online ...

On Friday, October 23rd the QuickBooks Online API, the technology that allows Method to pass data to and from QuickBooks, will be unavailable between 11pm - 12am EDT (8-9pm PDT) for scheduled maintenance. To ensure you can work within Method without interruption, we will pause the automatic sync between Method and QuickBooks Online accounts ...

On Friday, October 23rd the QuickBooks Online API, the technology that allows Method to pass data to and from QuickBooks, will be unavailable between 11pm - 12am EDT (8-9pm PDT) for scheduled maintenance. To ensure you can work within Method without interruption, we will pause the automatic sync between Method and QuickBooks Online accounts ...

Intuit announced plans to discontinue their QuickBooks Desktop REST API and Intuit Sync Manager service as of March 2016. We wanted to confirm that this does not impact Method. Method’s QuickBooks Desktop sync engine does not utilize the QuickBooks Desktop REST API or the Sync Manager service. So, if your Method account is ...

 Victor, Since using add remove programs did not actually remove the plug in, is there another way to remove the old add-in?

History: Our organization has been using SalesForce as their CRM for some time.  They have also been using QB Desktop for a long time; however, a few years ago, the previous accountant found it necessary to start a new QB file, thus losing the connection between the data in the previous QB file and the current QB file.  The old data ...

Hi Jonathan, 1. I'm not sure I quite understand what you want to do here. What's the event that determines a sale? Do your Customers order directly from your reps over the phone, or is there some kind of online system? If your Sales team is logging an activity for interaction with a customer, you could have a checkbox on the screen ...