Method Community

It won't be a problem Kevin.  Method knows which database you last sync'd with.  To check and see that it is the proper database.Login to Method. Click the QuickBooks tab. Click the Synchronize link. Under the  'Edit  synchronization preferences', it will list the QuickBooks file that you have setup with your ...

That explains the Sales Orders I see, they are all open (at least the ones I have checked in QuickBooks). What would constitute an open invoice? An open Received Payment? An open Credit Memo? An opem Purchase Order? Those are the tables with transactions outside the 60 day window we are using.  The other tables have transactions within ...

[quote user="Laura Madeira"] Wow, this is terrific. We have waited patiently for this capability! I was a bit nervous, my Oulook is my "life" and always afraid to sync other programs with it. After making a backup (just in case!), I began the sync process and was able to define exactly what I wanted to sync from Method to ...

Hey, Ah I see, thanks for replying back with that information. I know some characters are reserved in HTML. For example the character <, indicates the beginning of a tag. Thus it's typed as &lt; - which brings me to ampersands: Ampersand is also a special character. The "&" symbol marks the beginning of a reference ...

Hi Mark, My apologies for the mix-up. No, Method will not automatically push this data back into your QB file. In-fact, all of the missing records will be archived in Method, as Method will not be able to locate them in QB and a DeleteFromDesktop conflict will be created for each. You do have some options here so I’m going to create a case ...

Steve, I ask because we've had two or three instances in the past month or so where the user had Windows 8.  Unforntunately, we haven't been able to pinpoint why this is occurring, or replicate it.  One user was able to get rid of the error by changing the drive letter (his was a similar error but said "no disk" and ...

@viret56 - It should be consistent with the standard (I might venture to say essential) reports you see in QuickBooks directly for open transactions. For Invoices, Charges, Received Payment and Credit Memo, we're pulling the data from the "Open Invoices" report in QuickBooks.   So for Invoices, it's any invoice that ...

To add to this thread... I have continued to troubleshoot this problem today.  I have bit by bit pulled all of our custom fields out of the Edit Customer sreen so that I have a stripped down version which I believe mimicks the standard Method Edit Customer screen, and I am still getting the error.  For this particular scenario, I believe ...

JamesQ, I had the same problem, When I am in Opps or Cases screensor any where else it has a drop down list, it only showed the master job and the sub job and i could not see my sub jobs. So what i did i created a new screen, modified the drop down list to show me the master and sub jobs.  I had to do this in Opps, cases and activities ...

 Victor, Thanks for your response.  I have .Net Framework 1.1, 2.0 Service Pack 2, 3.0 Service Pack 2, 3.5 SP1, 4 Client Profile and 4 Extended.  Can I leave all earlier versions alone and simply uninstall 3.5 SP1 and repair 4? Where do I find Visual Studio Tools for Office Runtime to re-install? Thanks for your ...