Method Community

Paul, I'm still having issues with this.  The error message isn't showing up anymore, but when I make changes to the existing transactions, updates are still not being made in QuickBooks. I tried doing a full sync in addition to a changes only sync, and nothing is happening.  I'm wondering if I'll continue to have issues ...

We are having a problem when method syncs with quickbooks it started deleting  the notes in both method and quickbooks.  This started while I was adding info in the territories field in method which is a custome field that doesnt sync with quickbooks.

I have customized both my New Opportunity Screen and my Edit Opportunity screen to include drop down fields for "Project Category" and "Project Type." I have included these in the Opportunities database as well. However, when I save the New Opportunity with information in these fields the information is not actually being ...

Thanks that placed the client into QBonline and it synced     

there is one lead sent from a potential client was missing in method. the lead was submitted at Jan-03 2012 09:27 am. did method do any update yesterday?

Hi Jeff - I believe the reason it's not showing up in QB Online is that it it is actually deleted in QB Online. What you need to do is: 1. Go to QB Online. 2. Go to your Customer Center.  3. Click the Show Deleted checkbox. 4. Find the customer you are referring to. 5. Click on them. 6. Then click the Restore button. 7. Then you ...

Sean - You should be good to go now.  We have hotfixed the site. It was a typo in the server code for JournalEntry syncing with multi-currency turned on.  It should have been "IsAmountsEnteredInHomeCurrency" in our code, rather than "IsAmountsEnteredInHomeCurrencyAdjustment". Paul

Paul   Thank you for qucik response. The account is still not showing in QBonline but is showing in Method CRM  and when I have I get no error message. I sync the two and still not displaying in the QBonline I am seeing a new resoilve in Methods after synce that reads Could not add/edit the Entity 'assistedfertility.com ...

When we make certain changes to existing transactions in Method (in particular changes to existing journal entries), the changes save in Method, but they won't sync with Quickbooks, and I'm not getting a conflict/error message in the "Resolve Conflicts" screen.  However, I do get the following error message, but I'm not ...

Hi Jeff - That message is coming from QBO. It's kind of confusing, but it looks like those were deleted customers in QBO that were edited in Method.  When sending them to QBO, QBO rejected them. Rather than give the message it gave, it should really give something more informative, like "you can't edit a deleted ...