Method Community

Is there anyway to have a custom home page that has both your activities and opportunities list on the same page? And is there a way to cusumize your calendar other than week,month, ect, even better is there a way to sync to google calendar? I would love for my activities to sync to my google/blackberries calendar without double entry. Im never in ...

Anyone tried the Method assignment of ref numbers feature? In limited testing I'm not getting the Invoice ref number assigned promptly by method, it appears to still wait for QB.  I did a full sync just prior to enabling and watched the integration engine on both server and client, but couldn't see anything out of sorts. I'll ...

Trying to do my first sync from Outlook to Method and getting the following error: <?xml version="1.0" encoding="windows-1252" ?> <MethodAPD response = "It doesn't appear the field 'OutlookSynId' exists in the table."> </MethodAPI> The Progress box says "25 out of 25 appointments ...

Quickbooks is crashing (sort of) whenever I do a Method sync.  This started immediately after I installed the latest Quickbooks auto update a few days ago.  Method resolve conflicts center says that I need to rebuild my data file, which I have done.  (Ran rebuild & verify 5 times now, each time it says my data is fine, it was ...

Recent conflict dates: (11/10/09) - (11/12-09) Recent Tables Involved In Conflicts -Entity -Invoice -RecievePayment -Check Related Information Nearly every conflict has 2 things in common: 1) - Claims that there was an issue with the sync. 2) - Shows that the problem occured on RecordID# ...

 I am new to methods and when I first signed up I used a practice qb file on my desktop to test. Now I would like to start new with a vaild qb file on my desktop but not sure how to do that. When I click the Quickbook Tab in methods and try to change the qb file name to sync to, it tells me I need to create a new account. Is there not a way ...

We have renamed our items list within Quickbooks (i.e. National Accounts:Revenue:Sprinkler Service to NA:Rev:Sprk Srvc).  This issue is that Quickbooks shows the change, but Method only shows some of them as being changed.  I've done a full sync without sucess.   Is there something else we need to do to sync the changes to our ...

I have a design question in regards to the customer PO field.  I see where I can enter the customer PO into Estimates and Invoices, but I would like to enter it at the time I create a new customer / Job.  I do not normally create estimates and I need to retain the PO number before I create the invoice. The other concern is if I ...

Hi Everyone, I received an email from Fran who asked…. “Is there a way to copy screens/tables so that you don’t destroy your originals?  I tried but wasn’t successful at doing either of these. How do you know what fields will sync  back to QB?    or are these the “greyed out” fields ...

Good morning, Well, we have just started the initial sync, and I think we may have a problem Houston! Please take a look at the below information copied from the screen. Is it running the sync, is it waiting for a secure connection, or is it stuck at the permissions issue? 11/25/2008 8:13:48 AM Warning: Error in OpenConnectionBeginSession, ...