Method Community

Hi Karen, Any other users who connect to that QuickBooks file and use Method will need the Method Integration Engine installed on their PC's so that changes made in QuickBooks sync automatically to the web. Check out our Initial Setup Guide for more information. - Ashur

Hi mlwells, If you're going to use a different QuickBooks file then you will need to create a new Method account. In order to keep your data you would need to either re-enter it in your new account, or export it from your current account then import it into your new account, however this won't be easy as it is a flat file import ...

Hi all, I have a question about syncing. I have a client that has QuickBooks installed on a virtual PC and two other desktops.  The data file lives on the virtual PC.  I just was on the phone with Adam in support and, in addition to being extremely helpful, said that the QuickBooks file always needs to be open on the virtual PC ...

Mario, You could use the "Assign value to action result" and "Enter Value Into Field on Screen" actions to save the fields you want to save into action results, then enter them back into the fields.  All of these actions could be assigned to a button.  Just make sure to clear the screen in between the "Assign ...

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 ...