Method Community

Hi, sorry for my late reply but so far it looks like the issue has been fixed. Thank you!  

Hi thesolarguys, There unfortunately isnt a built-in process to automate shutting down the sync engine at particular times. One thing you might be able to look into if you needed this process automated would be be the Windows Task Scheduler. I found a quick Youtube Video explaining the process you would need to follow HERE. This is fairly ...

Hi Mike, Setting the Default value of a YesNo field is actually a screen level action. Meaning you are just checking or unchecking the checkbox by default on the screen you are using to add/modify records, and actually has no bearing over what the default insertion value is. So to answer your question, if you were to add an ...

Hi viret56, Try doing a full sync to start off. Go to the Synchronize tab link under the QuickBooks tab in Method and click on the Sync now button to the right of "Full Synchronization". If that doesn't do the trick, try making a slight change to a sales rep from within QuickBooks, then performing a changes-only sync by following ...

Hi Brian, Leads can have transactions. For example, You can select a Lead, create an invoice, and so long as "Wait for Sync Approval" is checked, it will not sync over into QuickBooks.  Estimates, Sales Orders, etc. will also function the same way. Wait for Sync Approval is a flag in Method that is used to mark transactions that ...

Hi emiller, Just curious, did you import these records using the Import tool? Or did they come in from QB during the sync? Also do you know what table are you dealing with? Depending on the Method table involved this could be easy, difficult … or not possible at all. If the table is Method only data (a table that does not sync with QB) ...

Hi Matt- In some cases there can be multiple listing for Method this sometimes happens when we update our certificates but shouldn't really cause any syncing issues. In our Intial setup guide found HERE we have a whole section on troubleshooting the sync engine. During a full sync or changes only sync it could potentially cause ...

Wow, this is terrific. We have waited patiently for this capability! I was a bit nervous, my Oulook is my "life" and always afraid to sync other programs with it. After making a backup (just in case!), I began the sync process and was able to define exactly what I wanted to sync from Method to Outlook. Now I will more closely watch the ...

Followed the proceedure above, but could not get my calendar to update.  Called support, and found out that when you do the proceeudre above, you are creating a new google calendar, so you will need to delete your old one and and use the new calendar going forward.   

I was running into quite a few sync problems and noticed many conflicts piling up. I also noticed a modal window popping up in QB every time a 'changes only' sync occurred, complaining about 'single user feature' or some such even though no windows or records were open in QB. For whatever reason, QB was acting like some ...