Method Community

Can method connect via real time to my sql database and move data back and forth  If so can this be done within standard customization Selections We are researching to see if method would be a good fit for us to use fornour crm interface and allow our users to login and manage there account with the portals, if so it must be real time ...

There are no present conflicts... All wait for syn sync approval settings were unchecked. Everything has been selected as you stated. Each invoice I created goes to the non posted list which is growing When I attempt to force a sync, nothing happens and the following statements remain the same. Full Synchronization Last performed ...

yes theyt appear as non posted transactions

Hi Tom, There are a couple of possible reasons for this.  One could be conflicts.  Go to the Quickbooks tab > Resolve Conflicts.   If there are any conflicts there, those need to be resolved, especially if they are invoice conflicts as they may be preventing QB from syncing.  A good way to troubleshoot conflicts ...

One more thing...it seems no financial data at all is passing between method and quickbooks. All customer data goes fine but work orders and invoices created in the method portal do not get passed to quickbooks. Please respond.

You understand correctly; however, when I do as you have suggested the invoice does not post to quickbooks accounts receivable as it should. What am I missing. The invoice is created and is printed. We were advised that these items would posterd to quickbook without any additional syncing.

Hi Tom, Just so I'm understanding correctly, are you trying to create an invoice from a work order in Method?  If so, in the work order screen for Method, if you click the Activities button you are presented with a list of activities you can associate with the work order.  One of those activities is Create Invoice and it will ...

We recieved this email from Andrew: [quote]In Quickbooks, customers' invoices are directly associated with their respective customer records. My question is, when qb syncs with method, do the invoices 'go into' method so that invoices are right there?[/quote] Andrew, Yes, the invoices go directly into Method.  Once the ...

I may be missing something, but I'm pretty sure the Job of Customer box specifies the Customer, not the Job. Say for example I have a Lead called "Bob's Company" and Bob tells me he'd like to work with me. If I open "Bob's Company" and go to the Job of Customer box and type "Bob's ...

After completing a work order and instructing the item to be billed, it is unclear how to effective generate the invoice in Quickbooks. We have not been able to find a solution, can someone advise or direct me to the proper procedures for getting completeed workorders to sync and issue billable invoices. thanks tom