Method Community

Thank you, Greg.  Got this to work by adding BirthDate Camper to the customer table and screen. Now if I could find a way to add fields to the Employees that don't try to sync with QBO, I'd be all set. Meghan

Hey Marcelo, Unfortunately, the invoice needs to by synced to QB for your tax item field to auto-populate. If you have the "Wait for Sync Approval" checked, manually select the tax item, click "Save" and then click on "Print Preview.  -Kalvin"

Hi John, We cannot sync with this field with the Intuit Partner Platform (IPP) V2. However, this will become available soon with IPP V3. Keep an eye on our Release Notes! Jason

Hello,    With the default screens, we do not have inventory management capabilites.  It can be done with some customization depending on your needs.  We do sync with Advanced Inventory, but in a limited capacity.  Check out the page on Advanced Inventory if you have this QuickBooks add-on.   I hope this helps, Greg

Hi, In Quickbooks, I can use context menu "Customize Columns..." in a Bill windows to add customize fields, then I can use/edit them in a Bill. the point is to sync with QuickBooks, so non-sync fields do not work to me. Please help. -- Alex

hycari, Since I was able to replicate this on my end (not being able to click Sync Now), I've gone ahead and created an internal ticket to make sure our team looks into this. I'll post back here to update you once I know more. Thanks

We have thousands of entries that are waiting for approval in the Non-Posted TimeTracking grid under the Post to QB tab. Is there a quick way to uncheck the checkbox in the "Wait for Sync Approval" field inside each time tracking entry?

Mike, It should sync both ways. If you test it out and find that Item Receipts do not sync from Quickbooks to Method, feel free to give our support line a call and we can investigate.  Jason

Hi Alex, Yes, you can do this by changing your transaction history. Navigate to QuickBooks > Synchronize, select Show options per transaction type, change both Credit Memo and Vendor Credit to None and select Save Settings. Run a full sync for the changes to take effect. I hope this helps. -Audisho

 Um, what happens if I figured out how to do the deletion before you replied and I DID delete the one that came with Method? Possibly my Outlook appointments won't sync up correctly? And how do I fix it now? Never mind. After a couple hours of fiddling around, I seemed to have fixed it. Not sure how, but it seems to be working.