Method Community

Hi Garrett, I don't see these fields in my version of QuickBooks (Enterprise Solutions 2013).  Are these default fields that are part of the Contractor Edition or are they custom fields in QuickBooks?  If they are custom fields they should sync over. - Adam 

Hi, When I sync a customer from outlook to Method, method add initials that do not exist to the clients name.  Please have this stop. Thanks,

When we update data within Method used the web-based side, I'd like for the updates to replicate instantly into Outlook which will then automatically update my iPhone's Calendar (we use Exchange.)  Am I missing the check box for "Auto Sync" or is this not a feature yet? Thanks! Justin 

TogsTeam- Deleting these conflicts associated with SalesRep should get rid of the duplicates and allow your sync engine to continue its process.

 The new update de-selected the correct Method Integration toolbar in Outlook 2007. I have two toolbars and once I noticed that I defaulted the correct one to be selected and now can sync Method with Outlook appointments.

Hi Brian, Method does not sync directly with Active Books. You can schedule and view Quickbooks reports in Method, but you cannot automate emailing them at this time. Let me know if this answers your question.  Jason

Hi Johnny, There is no function to turn it into an integer.  It would also still need to stay text in order to sync with the Quickbooks field. - Adam

this is the exact message Recommendation: use the Clear option. There is no field information for this record. This can occur when the conflict is a sync failure alert, or when the record in the table no longer exists.

Thanks, i just finished re-installing everything and my initial sync is working.  Odd how it just started hapening after the new year? its been working fine since June?

Perfect. That's what I was looking for. Thanks man. 'ppreciate it! I thouht they were all designed to sync