Method Community

The following updates are now live for users of Method Fixes QBO - Fixed an issue where certain custom field values caused First Sync to fail. (PL-63540) Email Campaigns - Fixed an issue where opening a sent campaign with many recipients showed an error. (PL-64401) Actions - Fixed an issue where updating many records at once could show a ...

My customers are syncing to QB online but my Invoices are not. When I do a sync I'm getting a message saying there are Invoice conflicts. They type says Addition and the message when I click on more info says:   Recommendation: use the Clear option. There is no field information for this record. This can occur when the conflict ...

 If a client has a single user license in Quickbooks, does the Method sync engine use that singe license when it syncs?  In otherwords, can a client with only a single user license sync with Method?

 I have tried to do a full sync as suggested by ryan on the blog but it will not launch. I have tried uninstalling the software and re-installing but nothing will open the sync login box.

Hey Stephanie, When creating a reoccurring activity, you will need to do that from Method rather than Outlook.  Also in the settings: If you do create a reoccurring activity in Method, note this option if you want to have a larger date range sync over. -- Mortaza

Well, here's the problem--I am TRYING to only send Addr1-Addr3 + City, State, Zip, but Quickbooks is throwing a sync error due to some fields already being populated with information on the QB side. I'm assuming it's either Addr4-Addr5 and/or AddrNote. We all know that QB pretty much does whatever it wants with the data that you put in ...

I exported 2 columns from the "Customer and Customer Lead" selection in the export dropdown: "Record ID" and "SalesRep". I changed a group of sales rep IDs (eg. "AF" and "SW" to "SL") and then imported it back into Method. Everything seemed fine at the time, but the next day, ...

[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