Method Community

I have a PO created in Method that isn't showing up in Quickbooks. I tried doing a full sync from Method Integration Engine hoping that would help, but didn't work. Any troubleshooting suggestions? PO was created about a month ago, just found out now that it isn't in Quickbooks. Thanks.

Adam, We are sending estimates to leads and as such are "Wait[ing] for Sync Approval" on estimates.  Will this prevent the fix you've suggested from working properly? - James

To clarify, I already have the button with the uncheck of the "Wait For Sync Approval" action. I just need to add the email action with (hopefully) some customization.

We are having the same problem here.  As well as an error when we try to sync with intuit.  I also called support and left a message for them.

Any thoughts on this sync conflict? Approach to troubleshooting?

Do you have any recommended import utilities for QB Online for tables that Method does not sync between the two?  You have import capabilities, but if I wanted to import additional transactions, have you had any feedback from other customers as to what they used and found to be the best?

Danny, I opened my Method account last weekend. Was able to sync my company file without any problem, and experiment in the CRM module. Now I am unable to connect to the CRM module. I get to the Method Solution Provider Portal and that's it. Can you help me? Thank you. Elizabeth Update: Doh! Never mind. I got it.

I have set up a company in quickbooks with custom pricing levels. when i create an invoice,it is able to make the adjustments based on the discounts that are set up. when i sync with method I am unable to see the auomatic adjustments. What can be done to correct this.

Extending the Transactinon History to 720 days and getting the Sync to finish, WORKED!  

No specific data.  They all say "Sync" for the Type of error.