Method Community

 I think there may be some confusion about what syncing means. What Ryan is demoing in webinar 26 is a push of Outlook contact info to Method. Syncing would allow one to change contact info in Method and have those changes sync back to Outlook, or if changes were made in Outlook they would sync up to Method. Without this functionality you ...

Hi Ben, I don't believe I have seen this conflict before myself, so I am not completely sure what caused this.  I would suggest to first do a "Clear All" for your conflicts, then force a Full-Sync, this is a good way to make sure that the conflict hadn't been resolved on its on, but it's still just sitting in your ...

Hi Handcrafted,  I think there is a little bit of confusion as to what is classified as the "main computer".  You are totally correct that you should only install Method on the computers that actually physically opens QuickBooks.  Therefore, if the QuickBooks server is only housing the database, you should NOT install the ...

Hi Smwarren, There are a few things this one could be so we might need to do some investigation to narrow it down. Firstly, are you recieving any Conflicts in your Account that might point us in the right direction? You can find the conflicts list in Method under the QuickBooks tab > Resolve Conflicts -Ben

[quote user="handcrafted"]well, I have tried all of these things and still no luck.[/quote] Bryan, Since this is a sync issue I'd like to take this off the forums and help you resolve it via phone or Goto Meeting.  Can you email me the company account you use to login and I'll follow up with you tomorrow. ~C

It won't be a problem Kevin.  Method knows which database you last sync'd with.  To check and see that it is the proper database.Login to Method. Click the QuickBooks tab. Click the Synchronize link. Under the  'Edit  synchronization preferences', it will list the QuickBooks file that you have setup with your ...

That explains the Sales Orders I see, they are all open (at least the ones I have checked in QuickBooks). What would constitute an open invoice? An open Received Payment? An open Credit Memo? An opem Purchase Order? Those are the tables with transactions outside the 60 day window we are using.  The other tables have transactions within ...

[quote user="Laura Madeira"] Wow, this is terrific. We have waited patiently for this capability! I was a bit nervous, my Oulook is my "life" and always afraid to sync other programs with it. After making a backup (just in case!), I began the sync process and was able to define exactly what I wanted to sync from Method to ...

Hey, Ah I see, thanks for replying back with that information. I know some characters are reserved in HTML. For example the character <, indicates the beginning of a tag. Thus it's typed as &lt; - which brings me to ampersands: Ampersand is also a special character. The "&" symbol marks the beginning of a reference ...

Hi Mark, My apologies for the mix-up. No, Method will not automatically push this data back into your QB file. In-fact, all of the missing records will be archived in Method, as Method will not be able to locate them in QB and a DeleteFromDesktop conflict will be created for each. You do have some options here so I’m going to create a case ...