Method Community

When trying to update a sales rep dashboard that shows sales by customer, I get the error message in yellow:"This customer/vendor/employee/other name is already in use" with no indication on how to fix it. This is very frustrating - please help. I can provide further detail if necessary. The only thing I can say is that my sync ...

A user submitted the following question: I followed the Webinar instructions on setting up serial number tracking.  I have verified that the "is serial number tracking required?" box is checked against the item however, I am still not able to populate the serial number field within the bin.  I noticed that when I open ...

Full sync is working now.  I did what you did and it is still not working.When  you click the save/back button you can see the check mark going away before the screen changes. My account is open if you need to get in

The following updates are now live for users of Method Enhancements Donations - Added currency symbol to the Thank You Letter body. (PL-61015) Fixes Classic - Fixed an issue where Subtotal line items could display incorrectly on transactions. (PL-62402) Multi-entity - Fixed an issue where entity sync status could show ...

The following updates will soon be made live for users of Method:Classic.  The following updates are planned for March 26, 2015. Fix - Generate Report Action does not display table selection (Ticket AS-464) Fix - Customer note does not sync to QB for blank values (Ticket AS-119) Fix - Copying screen breaks Show/Hide Section action ...

Hi Garrett, Sorry for the late reply. From the look of the screen, they are QuickBooks custom fields. I believe they should sync.  Could you turn on MethodSupport for the account?  I'm wondering if we were looking in the wrong place before. - Adam

Does the Sync process is the one which is responsible of "avoiding" these "" fields? If so, it is related to the Sync process.  On the other hand, you probably CANNOT REPLICATE this issue from the Method Interface and therefore it is API related. I doubt it if anyone that is unable to replicate the issue will be of any ...

Blake- I think you will have to just disconnect the Sync engine from that computer when you are doing Payroll, that should resolve the issue. Once the engine is reconnected any changes made while it was disconnected will sync up. -Michael

Just curious if Method has experienced any issues with integrating with QB 2014?  I have attempted to sync an invoice created in Method and it doesn't appear to sync to QB.  Any ideas? Thanks, Joey

No problem glad to be of help -Michael