Method Community

Lisa, If you've added the Currency dropdown to the screen and it's not showing any values, it could be a sync issue. At that point it would be a support issue and we can help you over the phone. Is that the issue, or is it something else? - Justin

Hi Heather Method only syncs your transactions relative to your sync settings.  (i.e.  Maintain for the past 31 days) The syncs settings can be found at Role:Admin   Tab:QuickBooks>Synchronize Hope this helps

Hi VLocke, Please check to see if the Method Integration Engine is up and running and your Quickbooks file is open. If the sync engine is working, the customer you are deleting most likely has transactions associated with it. Also, if the QuickBooks file is currently in Multi-User mode, QuickBooks will not allow customers to be deleted. If ...

Hi furrywombat, Is this quickbooks report or a method report? Quickbooks reports you wipe the GeneratedDate and then invoke me of the sync methods (MethodAPIActionSendToDesktop, MethodAPIActionSendToDesktopV2) to generate the report....see http://www.methodintegration.com/cs/forums/t/3009.aspx Method reports get generated on demand....e.g. ...

Hi Tiger65, Its quite possible that your transaction history is only set for the past 31 days.  As a result, only transaction within that timeframe will sync into Method.  This can be adjusted to a larger time frame or even all of your transactions.  You can find this under the QuickBooks tab > Synchronize (you can also adjust ...

Hi Nebo, The SpecialType can't be used for what you're thinking.  Its actually a field that sync with QuickBooks and is used to determine the main contact and alternate contact for the Customer.  In QuickBooks, each customer is created with a main contact and you also have the option for an alternate contact.  This field is ...

Have you tried to change the SalesRep data in QB?  Does this sync over correctly to Method and does it have the same effect of switching back shortly after?  This is a longshot but are you changing to a valid SalesRep?  You would get an error on the import if the SalesRep didn't exist but I'm just trying to figure out what ...

 Hello, Welcome to our forum! Once you add the Group Item, update your grid and click on Save, the estimate then goes into QuickBooks (provided your QuickBooks is opened). Once this estimate syncs with QuickBooks you can then select the estimate in Method and you'll be able to see the Inventory items in that group and their costs ...

Nick - to respond to your question about API vs Interface. It all goes to the same place. The API saves data to the same tables and shares the same common libraries as the interface. It flags to the sync engine that a sync needs to be done in the same way too. The sync engine is de-coupled from both the API and the interface, so it makes no ...

Hey Alex, This can't be done, there are no settings to choose which specific date to start the sync from. Can a workaround be creating a copy of the QB company file with data after that date and syncing with that QB file? - Mortaza