Method Community

Hi Heather, thank you for your input.  Unfortunately that sync screen in Method is not what I am looking for.  For a QB company I have already been syncing to Methods, I want to open the "QuickBooks - Application Certificate" screen which has the gold seal in the top L corner, and user can set the setting for "Do you want ...

Paul  Thanks for the guess of when to watch for this.  I have a lot of work to do to be ready for it. All of your hard work is definately worth it. Thanks Heather

Dave, Go to the QuickBooks tab.  The first screen under there is Synchronize.  I just learned a little trick.  This screen defaults to maintain transactions for only the most recent 30 days.  You need to change this option at the bottom of the screen if you would like to see more. Heather

After logging into Method, the HOME / Chart of Accounts tab displays accounts and $ balances.  Are those $ balances: 1) copied from QB, or 2) is it calculated from the DB on Method which is a copy of QB DB? If calc from the DB in Method, then if there is a conflict in the Method DB to QB, then the $ balances may not agree with ...

Once QB and Method sync is set up and running, how do I open that initial QB-Method sync setting screen so I can change settings if needed? 

RuggedNotebooks - thanks so much for helping. pdirect - RuggedNotebooks is bang on.  The only thing I'll add is that you need to make sure that the User is assigned an Employee/Vendor. Do do this, go to Customize > Users, edit the user, and make sure that in Step1 there is an employee or vendor chosen for this user, and ...

I greatly appreciate the efforts you guys have gone through to address these particular issues. My testing and fiddling would indicate everything looks to be back 98% normal. One quick question, though:  Is it by design that the LineTotal field can't be manually overridden in estimates?  See below.  When we run the ...

Go into the customer grid options in the Edit screen and add the following to the default filter (or create  new one for yourself)

Heather - Thanks for the detailed explanation.  Also, thanks for appreciating Method - it makes all our hard work worthwhile when we hear forum posts like that :). I updated our dev team ticket, to make sure we include an option for city, state.  Just for your reference, the ticket number we are watching is #1750 (in case ...

Paul Thanks for the reponse and I agree that properly is better than a quick fix.