Method Community

Dear Support Team, I am a new in Method. I have tried to create an Estimate in CRM and sync with Quickbooks, but I have received this message in Quickbooks > Resolve Conflicts: Could not add/edit the Estimate 'RecordID 57'. Click More Info to learn more about which record this is. The response from QuickBooks Online was: -19807 - ...

Hello. I am in the midst of converting and importing data from a legacy Quicikbooks Customer Manager implementation to Method and have a question about merging data. I was able to get out a huge list of prospects converted to Customer Lead's in Method using a mix of standard Method fields and custom fields. The issue I am ...

Since I am not really changing anything same QB database and same Method Tables/Data. I could not export all of the Method data into a new account and start the QB sync on the new account? Would the sync engine know a difference?

I went through the steps, which I'm pretty sure I went through last time and which led to a successful update last time. Looking at some accounts in Method, and exporting the Customers and Leads table,  see the changes are there (just like before). But when I do a Changes Only Sync, the time doesn't change. It should read 1:32 or ...

Hi Marcelo,   [quote user="Marcelo11756"] 1- I created some invoices and none of the invoices calculated the sales tax, is this because there are set to wait to sync? I have to sync first and then print them.?  [/quote] To make the calculation appear, you have to click the Save button. As ...

When we take a lead and convert it to a Customer in Method it is not showing up in QuickBooks. We did a Push Sync and it's still not showing up in QBs. We have the regular verson of Method. Any help would be much appreciated.

Thanks, Audisho. Quick question regarding Method New -- have you implemented custom SQL fields yet?

 Thank you Danny, that makes sense now.   I appreciate the help!

Hi, Give me a call at the information below and I will troubleshot this with you. -Michael

I just had to manually sync all users, last automatic sync was right before you did maintenance... 6/18/16 8:13am  Not sure if you are already addressing this or not, but wanted you to know it's an issue.