Method Community

Hey Val, Thanks for the update, it sounds like the key here is that QB needs to be open and the sync engine running for Pro Services to perform as expected. Is that an accurate evaluation?

The following updates are now live for users of Method Fixes Billing - Fix for connection errors. (PL-36363) Sync - Fixed an issue with QB custom fields not showing on multi-tenant accounts. (PL-37637) Sales Orders - Fixed an issue when creating an invoice from a Sales Order where the assigned to field was not being inserted. ...

The following updates are now live for users of Method Fixes Payments - Fixed an issue where some single payments were logged twice in the payments history page. (PL-40328) Regards, Ayushi

John - can you try to do a sync now and see if that fixes it?  I think I know what the problem was. Paul 

Justin, Thanks. -- Alex

Hi all, I'm new to Method:CRM, and working on QB Enterprise 14 Desktop and Method Pro. After browsing several forum post regarding data synchronization to QB, I still have some questions and would like to ask you experts can shed me some lights: 1. is it still true that only custom field created in QB can be sync between Method and QB? I ...

Hi TogstTeam, Given the nature of the issues you mentioned, this is not a sync issue but a transaction-level issue. I can't really assist you over the forum here, as I need to actually go into your account and figure out what is happenig. Please contact me to schedule a GoToMeeting session, and we will go over these issues. Please note, as ...

Ben, If you've completed a full sync since installing the beta engine, you should see the new fields and tables.  Could you enable MethodSupport and email me the company account?  I can take a look and try to find them. - Adam

When I first tried, it was not, but I just tried again with the QB file open, and made sure to do a sync before trying again.  Still no lines showing up for billing.

That took care of it. Thanks!!