Method Community

John M - Thanks again for the help. Charles, Unfortunately, there isn't any link between the Sales Order table and the Invoice table.  If you were to create an invoice from a sales order in QuickBooks, when the records are added to Method, there is no linking value to help you identify which sales order the invoice was created from. As ...

It turns out that this screen is not available for Method for QuickBooks Online (just got off a phone call with tech support). QBO doesn't have sales orders yet. Wish that we could just use sales orders within Method and not have it sync, but doesn't look like that is possible.

Is there a way to get more client data on google calendar from the activity calendar?  Or is there another way to sync client data into google calendar events?  I see this info on the method activity calendar, but it's not uploading this to the google calendar...   Thanks! -Craig 

Hi Rob, Yes, the sync engine will run fine on a Windows 10 machine. We've helped several customers get setup on Windows 10 and QB 16. If you run into any issues let us know. Cheers, Adam  (Method)  via email

Hi  This might just be a temporary glitch. Our recommendation would be to uninstall the Method sync engine and re-install from the following link: https://www.methodintegration.com/MethodIntegrationEngineV2/setup.exe Please let me know if that solves it. Thanks, Adam

Hi Tom, This doesn't happen.  When they sync over, they are only added as employees, and nothing else.  You have the option to add them as users on the Customize > Users screen, but we do not add them automatically. - Adam

Hey Mike, Sounds like your sync history is set to the default setting of 31 days. Check out the post below to change your settings. http://www.methodintegration.com/cs/forums/p/708/2394.aspx#2394 That should get you back on track.

 Hi Phillip, You can try testing this out now and it should work smoothly.  Let me know if items still appear in the Resolve Conflict area. 

Hey Dave, I just got off the phone with CF_Pro who asked me to post this on his behalf since he was on the road. I accessed his account to confirm the information and also regenerated his Customer table to be on the safe side. He's setup with a standard Method Pro for QBD account, the last full sync and changes-only sync were performed ...

Laura this is already being done.  The appointments that appear in Outlook from Method are based on the username that is entered in the plug-in.