Method Community

[quote user="MikeB"]but then reverted.[/quote] Does it revert after a sync?  What are your conflict settings?  Under QuickBooks > Synchronize do you have this set to QuickBooks wins?  I changed my reps several times today and had no problems with the records reverting.  Do you have any custom actions which ...

 Hi Akoumjian, The way the estimate screen handles saving custom field values is reliant on first retrieving an Estimate # from QuickBooks. At present, in order for a custom field value to be saved correctly, an estimate record must have an estimate # associated with that record. The catch 22 here is that Method pulls this Estimate # value ...

The following updates are now live for users of Method New Features / Updates Fixes QBDT Sync - Fixed an issue where Exchange Rate was not syncing properly with Purchase Orders. (PL-47421) QBDT Sync - The Mobile field is non-syncable for Vendor and Customer, fix to make sure it is not nullifying after sync. (PL-47371) Regards, Hannah

Hey Ted, That may relate to what you have the Transaction history set to. You can find it under the Tab: QuickBooks > Synchronize. Please verify what you have that set to. If you want to retrieve data before those days, change it to a larger range then execute a Full Sync. -- Mortaza

Looks like everything is back to normal on the QBO sync.  Thanks for your patience!

The following updates are now live for users of Method Enhancements Modal - Added the ability for modals to work in loop actions. (PL-57832) Fixes Modal - Resolved modal screen running as a runtime screen after modal close (PL-57584) Regards, Courtney

Hello, I have been having an ongoing issue with the MIE (Method Integration Engine) crashing while attempting to sync. We have been using Method for some time now, but a few months ago I started to notice that the MIE would crash and I would have to kick out all our users, set the file to single-user and attempt to sync again for it to work. ...

Hi John, So when you're creating a job site in Method it doesn't work? You have to manually go into QBO and enable the sub customer option? I am unable to replicate this issue. Created a sub customer in Method and performed a Full Sync, went to QBO and it shows correctly as a sub customer. - Ashur

Okay so I'm kinda getting tired of having to get method to launch correctly and to sync. Again my admin station just sits there doing nothing. it looks like its trying to sync, but in my task manager it shows 2 method integration items opened and both are "Not Responding". This is now happening to all my computers with method on ...

  Hey everyone, Just wanted to give you a step by step on how to change what machine is the 'server' for Method. For example;  you configure your laptop with Method to sync with your Company File, but this was for testing only. You have since finished testing and are ready to use your 'real server' for Method. The one ...