Method Community

Navitha- Did you have the sync engine running at the time of doing this? If not this could be the cause of the this. -Michael

Good news!  Our sync is working again!  Yippee!

And while you're at in could you PLEASE add the contact notes and Entity notes In MANY of our customizations and workflow training we use... contact notes for unique notes such relating to the contact Entity Notes for notes that sync with QuickBooks This consideration would be greatly appreciated!

Hi Mike, Could there have been any conflicts with some of the entities or an issue with the sync?  This is definitely strange.  If it happens again, please call us so we can take a look right away. - Adam

The following updates are now live for users of Method Fixes Currency - Fixed an issue where the Currency was not visible before Sync on New / Edit [Estimate, Bill] screens. (PL-61677) Sign in - Fixed an issue where “Sign in with Microsoft” could fail and show an unexpected error page after authentication. ...

The following updates are now live for users of Method New Features / Updates Field validation - Improved malicious values detection. (PL-50101) Fixes Contacts - Added logic to make the Work Orders tile number clickable on the portal homepage. (PL-50402) Terms - Removed the ability to edit Terms in order to avoid sync conflicts . ...

The following updates are now live for users of Method Fixes Sync - Fixed an issue where customer leads are not converting to Customers when transaction syncs. (PL-45844) Payments - Fixed an issue where the payment record did not get logged correctly when paying more than one invoice on the portal in some scenarios. ...

Hi mholden, Because of the way that Contacts/Customers sync with QuickBooks, we cannot switch the (Main) "Contact" designation from one Contact to another. You could create a screen or button to automate the info swapping, however. Hope this helps. - Justin

Glad to hear it. Usually it's a one-off thing where Quickbooks interacts with our Sync engine badly and damages it. It's quite rare, so hopefully you won't have to deal with this again. Cheers, Naeem

For anyone following this thread, the bug with MethodAPIActionSendToDesktopV2 for QuickBooks Desktop sync has been fixed. You should now be able to sync transactions real time with this endpoint.