Method Community

[quote user="MikeB"]but then reverted.[/quote] Does it revert after a sync?  What are your conflict settings?  Under QuickBooks > Synchronize do you have this set to QuickBooks wins?  I changed my reps several times today and had no problems with the records reverting.  Do you have any custom actions which ...

 Hi Akoumjian, The way the estimate screen handles saving custom field values is reliant on first retrieving an Estimate # from QuickBooks. At present, in order for a custom field value to be saved correctly, an estimate record must have an estimate # associated with that record. The catch 22 here is that Method pulls this Estimate # value ...

Hey Ted, That may relate to what you have the Transaction history set to. You can find it under the Tab: QuickBooks > Synchronize. Please verify what you have that set to. If you want to retrieve data before those days, change it to a larger range then execute a Full Sync. -- Mortaza

Looks like everything is back to normal on the QBO sync.  Thanks for your patience!

Hello, I have been having an ongoing issue with the MIE (Method Integration Engine) crashing while attempting to sync. We have been using Method for some time now, but a few months ago I started to notice that the MIE would crash and I would have to kick out all our users, set the file to single-user and attempt to sync again for it to work. ...

Hi John, So when you're creating a job site in Method it doesn't work? You have to manually go into QBO and enable the sub customer option? I am unable to replicate this issue. Created a sub customer in Method and performed a Full Sync, went to QBO and it shows correctly as a sub customer. - Ashur

Okay so I'm kinda getting tired of having to get method to launch correctly and to sync. Again my admin station just sits there doing nothing. it looks like its trying to sync, but in my task manager it shows 2 method integration items opened and both are "Not Responding". This is now happening to all my computers with method on ...

  Hey everyone, Just wanted to give you a step by step on how to change what machine is the 'server' for Method. For example;  you configure your laptop with Method to sync with your Company File, but this was for testing only. You have since finished testing and are ready to use your 'real server' for Method. The one ...

Adam, thanks for the advice. I was unable to shut down Method or Quickbooks as the server was completely unresponsive. I scheduled a reboot with our hosting company and afterwards things returned to a manageable level. We had performed a full sync last week on initia setup.

Also worth noting that Sync with QBD and QBO information exchange with the API Customer Portals Email notifications from Method are severly impacted to non-fuctional.  We know you guys are working hard!!  Just FYI - this goes beyond being able to log into Method or not.