Method Community

Dave- You can launch Method manually by going to: Start > Programs > Method > Method Integration Engine for Use with QuickBooks. Have you tried uninstalling and reinstalling the Method engine? You can find detailed steps of how to do that ...

Dave- [quote user="DaveS"]1.  If QB is running on a computer that does not have the sync engine installed, that would never sync to Method right?  So when would manually running the sync affect these computers which does not have the sync engine installed?[/quote] If QB is running on a computer that does not have the Method ...

What can I do when the sync engine does not automatically start when I start QB on my PC? Other symptoms include: -  The Method sync engine "M" logo does not always appear in my PC tray at the bottom right corner. -  When I try to start Method sync engine from my desktop icon, nothing happens.  The sync ...

 Michael, Please provide add'l detail about your comment below so I can answer my clients questions:  "The 20 minute interval you have setup is to pick up any changes that may have been missed and didn't get pushed for example changes made in QB on a computer that does not have the sync engine ...

Matt- So it doesn't look to be a customization issue, but an issue specific to the Export Grid to Excel action or something specific to your account as I have not been able to duplicate outside of your account. I will create a ticket for this issue and update you once I have additonal info, please leave MethodSupport enabled and leave ...

Understood.  Method Support is active.  If you would be so kind as to take a look to see if it is a bug related to the export of that grid I would appreciate it.  If it has to do with screen customization, I totally understand that the ball would be in our (and Mark's) court. Thank you,      Matt

lpierpont- The default Filter View for the Activites List(CRM_ActivitiesList) is My Active Activities on or before today and one of its filters is ActivityStatus does not contain Completed. You can change the default filters on the Activities grid by editing the grid on the Activities List screen and going to step 3 of 9. -Michael

Matt- MethodSupport can be enabled by going to Customize > Users and checking the MethodSupport user to be Active. I can troubleshoot this Export To Grid action on your account but if the issue is not a bug and actually related to screen customization you will need to work with Mark. -Michael  

Sorry, went a little "space cadet" on that last post. Method support is already enabled on our account (Bungalow LLC). The screen causing the problem is on the Customer Center Tab, the "Batching" tablink. Please let me know if you find anything. Thanks,      Matt

I did the steps outlined above and am getting the same error. What do you mean when you say "enable Method support"? I have also alerted our account manager, Mark Crews, to the issue.