Method Community

Paul There's that API word again but I've got a thought that might make this an easy feature to add.  Suppose there was an action set that was tied to the sync engine.  Something like that must happen to generate the QB reports.

Please let me know if I have this straight, because I am a bit confused. I am going to use Google Apps Sync because my company currently uses gmail and I want to sync gmail with Method??? Google apps sync will synchronize my gmail with Outlook, which will allow me to synchronize my email with Method???    

How do I set a client so when I do invoices and they sync with QB , it will sync as a to be emailed? In other words I use billing solutions from intuit, so some customers will need the invoice to be emailed, how do I do this???

Hi scottakinosie, If you are migrating your QuickBooks Desktop file to your QuickBooks Online (QBO) account, the short answer is anything in Method that doesn’t sync with QuickBooks will need to be migrated manually. Almost everything else will be synced from QBO. Examples of records that will migrate automatically from QBO: - ...

Hi Fred, Thanks for joining Method! To address your first question, the G/L accounts are native to Quickbooks and don't show up anywhere on Method.  As for your latter question, unfortunately there isn't any way to stop syncing certain customers to QB unfortunately, because the sync feature is such a critical part of the system. ...

 Hi Akoumjian, We apologize for the inconvenience, it is indeed a bug, and the above is only a temporary work around. Just to address your comment about waiting, I want to emphasize that the only immediate change to your workflow if you have Sync Engine open is an additional press of the save button prior to entering a custom ...

 Michael - I did check Waiting for Sync Approval before I clicked Save.

Hi,  In Quickbooks, when creating a receive payment, if amount-due does not match payment, an option is provided to keep this receive payment as underpayment or allow me to write off the extra amount. In Method, how can I do this? I can not find it in receive payment screen. Or, if I want to do it in action, which table should I work ...

I am the Admin user for 2 new Method Accounts (2 different clients). I am trying to change or add items to the following dropdown lists. Please advise if these lists can be modified and if so how to do so since the instructions are not complete: Under Leads Type (which has 4 items only and limited in scope), Lead Status  (I ...

Hello, Transactions (estimates, invoices, sales orders) deal with Customers. 'Customer' is a unique identifier between Method and Quickbooks. Only the primary and alternate contacts in Quickbooks are sent to Method. Any other Contacts created in Method can be used for CRM purposes only and will not sync to Quickbooks. You ...