Method Community

Hi TogsTeam, In QuickBooks can you go to Edit > Preferences > Integrated Applications > Company Preferences. You should see multiple listing for Method. Select the first one and click Properties. Make sure that Allow this application to read and modify the company file is checked and that Allow this application to login automatically is ...

Dave, QB doesn't support export of ALL custom fields through the SDK or ODBC connection, so you might not be able to use all of your custom fields in Method.  For example, the new custom fields added in QB V10 are not supported by QB and therefore unavailable to Method. I believe there is some support for the original 5 custom fields in ...

Dave - I think there is some general confusion on what BuildAssemblies are.  I think before you use the MethodAPI, you should try a bunch of examles in QuickBooks directly. ItemInventoryAssembly is the actual QuickBooks item.  Like "Bicycle M5200".   This will appear in QuickBooks under the item list, which shows ...

Hello Antonio,    I have had a problem recently reported where a transaction that has a 0 balance and will not sync.  We were still looking into the cause.  Give Method support a call or email support@method.me.  We can create a case and take a better look.  Greg

Hi Isreal,  Usually when you see an error like that, chances are there is a minor problem with your QB file. In your QB database, go to File > Utilities > Rebuild Data in QuickBooks.  Go through the steps of rebuilding the data and try to sync again.  Keep us posted!

After hours of going back and forth I figured it out. I wish QuickBooks SDK was a bit clearer, but I guess the documentation just lacks the information which causes developers to waste their time. Anyway, this has nothing to do with Method – as expected. When posting the Refund you must check the following: If you wish to attach ...

Hi dannas, The best way to ensure that the product gets deleted from the dropdown list when you are selecting items under the "Items" heading when you are creating a new invoice is to do a Method Synch everytime you delete a product from QuickBooks Online.  Synching Method when you update QuickBooks will ensure that the latest ...

Thanks, Michael. The first time I logged in as Admin on the QB server, the app certificate authorization popped up, so I re-authorized Method Integration engine to access the database even when QB is logged off.  I'm curious how the engine got "disconnected" and what we did to contribute to that... but we're having some ...

Paul, Thanks for the add'l info, very helpful.  I'm very familar with how QB BuildAssemblies works, have created and used many assembly items.  What I'm trying to learn now is the intricacies of the API, DB and DB Tables and process.   I understand both ItemInventoryAssembly and ...

That will be great but method sync always tells me there is sync in process. But the issue is that it will not pull the existing notes for QB online so we can view them in method. Originally it did this but I am still seeing some of my customers in method with no notes but can verify them in QB online