Method Community

"how is the shipping software obtaining the order information? By directly accessing the QB database or method database?" -The Method database - which should be a near mirror of the QB database. "Since not all of the order we entered in method needed to be shipped how will we seperate them out if all new orders are dumped into the ...

Paul, Can you clearfiy a few thing for me. In your step 3. how is the shipping software obtaining the order information? By directly accessing the QB database or method database? Since not all of the order we entered in method needed to be shipped how will we seperate them out if all new orders are dumped into the shipping database? I don't ...

James I've seen similar behavior.  However, once a changes only or full sync happens with no conflicts, the sales order then shows as invoiced.

James- I have tested this on the standard Method screens and have not been able to duplicate this issue. Normally this happens when conflicts arise. One suggestion is to try and just click Save on both the Invoice screen and Sales Order screen with the affected transactions loaded. I know you are using some customized screen for this process ...

Hi John M,  In Method, you can apply a payment towards an Invoice but not a credit memo. You need to be in QuickBooks to apply the credit memo.  Ronen

Mark - for API work we certainly encoruage Method users to reach out to Method Solution Providers, like yourself, who take this work on, and have a proven track record of integrations involving the API. Mark, meet Jason. Jason, meet Mark.   Paul

What is purpose of this field....is this the field that prevents transactions going to QB... What is setting for wanting transaction to not sync....  I didn't want to hijack the Iswatitingforsync field for this purpose.. Thanks, Fran

Sean- Is this still happening now? Do you see the sync process screen at all before this error comes up? -Michael

Hi Dave- The currency symbol you see in Method can be changed by going to Customize > Display and changing the Default Currency Symbol.  -Michael

Is there a way to filter which field users can see on a dropdown without using the filter option in the customization screen?  I would like to have users who don't have customization access to be able to limit what is displayed as choices to only current ones, without deleting the old choices, as this deletes them on all old records as ...