Method Community

I have done the following: 1. Installed Method on my server. 2. Logged into QB as admin (multi user mode) 3. Opened the company I want to sync with.  4. Opened Method - Performed a full sync. - Sync seemed to proceed properly. 5. Opened Internet Explorer. Logged into Method. No data. - Synchronization preferences have not updated How ...

I'm having intermittent sync issues.  Currently Method says the last full sync was on 9/15/10 and it is set to full sync every night. I didn't find any errors on the engine log or in the quickbooks resolve conflicts tab.   I did notice that my engine is version 1.0.0.171 Is there a newer version?  i tried to run the ...

The following question came in via email: Hi Val, Since I have previously used another edition with my data file, should I disconnect that in QB? and should I redownload the sync engine? I didn’t see any mention of this situation in the forum/instructions Answer: We have created a new Method account for each of you to sync with a ...

Our Quickbooks file in Method is not automatically updating. I believe I did the initail Sync correctly, I do have data in there; however it is still the data from when I initially did the sync. When I opened up Method all the information has not changed since the sync. I checked to make sure I do not have any conflicts in ...

Hey Everyone,   I have been getting the same question emailed to me, so I wanted to write up a little post that should help a few people out. The problem a lot of people are having is they install Method but sync to a dummy Quick Books file for trial purposes, then after a week of use they decide to go ahead and switch over to the actual ...

The following updates are now live for users of Method Fixes Contacts - Fixed an issue where updating a contact's name in QuickBooks Desktop didn't sync to the Main Contact in Method. (PL-64190) QBO - Fixed an issue where invoices didn't update to Paid status after payment sync from QuickBooks Online. ...

The following updates are now live for users of Method New Features / Updates Email Campaigns - Updated the Preferences experience. (PL-40798) Fixes Sync Conflicts -"Unlink Purchase Order" button not working for LinkToTxn Bills sync conflicts. (PL-41673) Time Tracking - Fixed an issue where an error was being caused by large ...

[quote user="MikeB"]Which table do I have to change? There's Customers, Customers and Leads, Entity, etc. I made the changes to the Customers table. Do I need to change all 3? Or just Entity?[/quote] Hi Mike,  I just want to clarify our table structure - Customer, Customer Lead and Customer and Lead are all views on the ...

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. ...