Method Community

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.

 Hi William, Could you kindly provide me (through my email) with your direct email address, company account name, and also enable the MethodSuppoort user under customize -> users. This will give us the opportunity to go in and have a look. Regards, Denis

That would be a possible quick way of doing it.  But here's my thoughts: 1. We can't guarantee the sync engine will be open - so users depending on the daily task will find it undependable. 2. There's an authentication problem - since we need to create a security token in order to open a screen. Right now there is no ...