Method Community

My company wants to cancel their quickbooks account because it is so messed up (not my fault, btw) and start over, but they want to keep a lot of the data that is in method. Is it possible to do this? What if I disconnect quickbooks and then reconnect it? Or am I basically starting over with a new method account? Does that mean any ...

Hi David, I wanted to add a little more details on what may have happened here. The message you see in the conflicts area can be broken down and explained a bit further. Please keep in mind that these conflict messages come directly from QuickBooks and not Method. Object "XXXXXX-XXXXXX" specified in the request cannot be found. ...

We keep track of customers' assets for warranty purposes.  I created a custom table and screen to manage this. It is loosely based on the existing CustomerEquipment table in Method.  We have customers who purchase several of the exact same number where the only information in the record that changes is the serial number (and ...

Andy, There is nothing you can really do to optimize the sync engine.  You can go into Method and change the types of tranactions and the frequency of them when they sync to the Quickbooks.  By eliminating transactions that you don't use or reducing the frequency, you can reduce the amount of time the engine takes to sync. ...

Hi David, Aside from creating a new account and copying over your screens, you could try to associate the new restored company file.  This is merely a suggestion, and I can't confirm it will work. If everything in Method is deleted, you may be able to sync the restored company file.  The conflict shown may not be from a ...

When adding certain customers in Method, it produces an error stating that “The Customer/Employee/Vendor/OtherName could not be sent to QuickBooks.  This Name is already in use.  Please edit the Name so that it is unique and save again.”; however, it does not exist in QuickBooks. The sync with QB produces errors and ...

Adam, quick question. Are there any optimizations that can be performed for the engine or QuickBooks to maximize performance? Thanks.

Ashur, many thanks. That's all I needed to know.

Jessica, You can use the import/export tool, filter using the campaign number and change the status to 'cancelled'.  I don't think you'd want to delete alll of the activities, for historical puposes.  If you want to delete them, you'd have to do that through customization.  For more information on the ...

Is there a way to best manage activities assigned to specific campaigns? IE is there a way to delete all campaigns associated with one campaign, instead of individually going through and deleting them? Sometimes there are an upwards of 500 activities and this process is rediculously time-consuming and monotonous. HELP! Also, if we set the campaign ...