Method Community

Welcome Beta v2 Users! I’d like to start by thanking everyone that is taking part in our Professional Services Beta program. For any newbie’s to our community forums this is a place where you can ask technical questions, how to questions and most important of all, this group provides a means to collaborate for early feedback on the ...

Ben, Thank you this was very helpful. So by using the Mchimp integration sending my already opted in addresses to mailchimp do they still require to get opt in authorized if coming from method? if a customer opts out in mailchimp does it sync with method as well?

We have some users that just use QB and others that just use Method, depending on their need for information.  Having the contacts sync in both spots is optimal for us.  We can manually enter in both spots, but I was hoping to avoid that.

Hi Conner, If another QB file is open that will not cause any problems. The Method Sync Engine only connects to the QB file that's listed under QuickBooks > Synchronization in Method.  - Mortaza

Jame- If you are using the Standard screens and the Method Sync engine is running these values should be updated on their own. Also verify that you have no conflicts as well under QuickBooks > Resolve Conflicts. -Michael

Was this an issue i could have fixed or not? if so how?  

Hi Ben, Any time frame on when this will be working again?

Hopefully today I'll have a moment to call in, this unfortunetly is happening during our busiest time. As for the conflicts, I have been monitoring the 'Resolve Conflicts' list almost daily, and I had cleared all prior conflicts before attempting to perform the last full sync.

Hi Alex, Please confirm that your date, time and timezone are correct on your sync computer. If any of these are incorrect, sync problems will occur. Also make sure that you are signed into QuickBooks as the admin user on this computer. This will prevent conflicts due to insufficient permissions. If you confirm the above and are still having ...

The following updates are now live for users of Method New Capabilities QBO Sync - Adding Custom Transaction Numbers as an account preference to sync with. (PL-44792) Fixes Contacts App- Fix where customers were not able to blank out the Company Name field. (PL-57279) Editable Grids - Fixed an issue where hidden grid columns were no ...