Method Community

hycari, Bare with me as I'm about to simply our sync process and strip out everything but whats relevant to you and this post. You can refers back above to the response from Method_Paul for a bit more. In order for you to grab the changes to balance from your chart of accounts, all full sync should not be necessary but we've both ...

hycari, Ok, I know what's happening here, you're seeing 'on behalf of' on the emails when using the Method portals...specifically the automated "system emails".  One example, when a portal users registers for the portal for the first time. This makes sense and is normal. Those emails are actually sent ...

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

hycari, There's two possible explanations for this…at least two I can think of. 1. Are you sure your Method email settings are correct? Did you get the verification / test email? If not, it may mean the first 50 emails are still being sent by Method. We do this to help new users out until they actually get around to doing this in ...

Hi there, The customization took care of adding a linked field to the contacts table which is the same table your contacts portal is built from. This allowed us to add the field by dragging it on to your custom screen. The screen we were working with was 'ContactsPortal_Home' which worked out well since it's built off the same ...

Hi Shane, In Method try going to Customize>>>Tabs Locate the tab (i.e. QuickBooks Home) and click on Edit Tab Links… Make sure there is a tab link opening the right screen (i.e. QuickBooks_DashBoard)

Andrea, Yes, if Joe tries to register and his email is listed multiple times that would cause an issue. The registration tries to find a match by email so it can update the fields for user name / pass to the appropriate person (record in table). The easiest solution is to have them contact your company so the user name / pass can be updated ...

Hi again, So about conflicts…they are a royal pain. It's difficult and potentially dangerous for us to offer a option to resolve all conflicts on mass because conflicts are unique to each account. The Method record ID will always be a number only and never contain letters or special characters. I think the  ...

Hi Andrea, Just curious when you added the fields for Portal User Name and Pass which screen and table was this related to? Our default contacts portal is based off the contacts table in Method and uses the fields we have in that table. If your customization involves another table or a custom portal built off another table you will need to take ...

Hi viret56, Just wanted to share my thoughts and see if it helps.In Method under QuickBooks>>>Resolve Conflicts you'll see synchronization conflicts between Method and QuickBooks. Sometimes the message is easy to understand and sometimes it's not. It helps to know that the message comes directly from QB…so ...