Method Community

s.white- I am glad to hear that it is working now. -Michael

Hi Michael - to close up this forum post, just know that there was no actual issue with the QB custom fields after all!  We had just changed our Method password, which caused the integration engine password to be reset.  I realized after your suggestion to do a full sync that NOTHING was syncing.  Thanks for your help.

m.mehr, Thanks for updating me with this info. I will use what you mentioned to better test this issue on my end. -Michael

I undeleted the conflict per your instructions, did a full sync and error returned.  I think the root of the problem is in the underlying sales order related to the budget/contract.  It appears that the quantity on order was not increased for the additional time recorded. I deleted the invoice from Method and the sales order appeared to ...

KatesRealFood, If its a drop down we created you should see a ... or an <Add New> option in the drop down. For drop downs you create it should automatically create a screen for you where you can add/edit values. The screen is usually the same name as the drop down field you create. -Michael

m.mehr, Try undeleting the conflict. I will try to duplicate this issue on my end. -Michael

I was prepared to edit that action, so I will work around it, thanks. So, where do you go to edit existing Drop-down lists that are editable?  I created a couple new drop-downs and on both, the words Ref was added to the choices.

I am using Pro Services, and the sales order related to my budget/contract has NOT been deleted, but it is marked as fully invoiced, and it appears that the four hours that I am billing was not added to the quantity on the sales order, because the sales order has the quantity billed on the first invoice.  This is the second invoice for this ...

KatesRealFood- Its actually not possible to edit/add values for LeadStatus, this is mainly due to the fact that we automatically update LeadStatus when converting a lead to a customer. -Michael

m.mehr, This is most likely related to linking a sales order line to an invoice. Did you happen to create an invoice for a sales order that was deleted? -Michael