Method Community

Has anyone successfully used Method to send SMS messages using a third party SMS gateway? If so would you mind sharing?

Thanks Alanna!

Hi there Brian, Sorry to hear you are having troubles! When the sync engine logs out - are you seeing any errors display in Windows? Is QuickBooks shutting down at all? You may just need to reinstall the sync engine to get this working again - You can find the complete Uninstall Steps in This Help Centre Article Thanks Brian -Ben

We are using Quickbooks desktop and have been using Method for long time with no issues, however for some reason the Integration Engine keeps logging out and in return stops syncing. Why would this have all of a sudden start happening and how do I fix it? Thank you, Brian

Hello,  Thanks for your question. The answer to this depends on the version of QuickBooks you are using with Method (i.e. QuickBooks Online and QuickBooks Desktop).  If you are using QuickBooks Online, you can find deleted customers by changing your filter to view 'All' customers. Since customer's in QuickBooks Online are ...

How do I find a deleted customer in Method?  If I delete them, will it remove all of their activities and cases, etc?

Anyone? Ideas?

Hey Sammy, Thanks for the reply. The query is actually working just fine, it was in place before I started working on Method. It returns an integer which is the difference of days between our SoldDate and the current date. The real issue is that we cannot filter on the field in the grid. I can see that there are rows in the ...

Hey,  Have you tried altering the query to check for the current UTC date ( GETUTCDATE() instead of GETDATE() )? What kind of values are you expecting for this query? Is there typically meant to be more than a days variance between "SoldDate" and todays date? Let me know what you are trying to accomplish here and we can come ...

Hi, I recently took over modifying our CRM and have run into an issue when trying to do a grid filter on a field that has been overridden with SQL. SELECT DATEDIFF(DAY, viewPartsRequest.SoldDate, GETDATE()) This seems to return a simple integer like value, but when filtering on any value other than 0 or 1 (which does not return accurate ...