Method Community

Hey, The most likely causes are the QB user running does not have permission to modify transactions in QB. Or the closing date has been set and a QB Admin would need to change the restriction to modify the transaction. -- Mortaza

Hello everyone, If anyone is following this thread, Maureen called into support and I walked her through resetting her Google Open ID, however this did not resolved the issue. I tested this on my account as well and my Google calendar is not syncing either. A few other people here at Method HQ have confirmed this as well. At this time, it ...

It seems like the RecordID of my CreditMemoLine records is changing after sync to Quickbooks. Here's a dump of one record before sync: And here's the same record after sync: Is this expected behavior? It doesn't seem to be happening with InvoiceLine records, just CreditMemoLine records.

Hi dknoben, First of all, I'm sorry that you're running into this issue. There's no reason that the API would be leaving out data that you're explicitly sending without returning an error. This is however, a tricky one as there are multiple moving parts here. The first thing I would check is that your sync is not overwriting the ...

Hello l.brandow, Basically, you set up your sales tax in your QB file and when you sync your file with Method account it save those fields and amount in respective tables. If it is not set to sync with QB in method, It will still retrieves the value from the ItemSalestax table(as this table stores the value on item level when you ...

Hi Dawn, A lead will become a customer as soon as a transction get sent to QuickBooks. So for example if you created a sales order for a lead and did not check Waiting for Sync Approval when that transcation gets sent to QuickBooks it turns the customer into a lead. -Michael

"That means if I hide if from the layout now and only use QB Online to save the data for that field, when they allow syncing of that field, it'll come over to Method and I can open it up on the layout at that time?" -Absolutely.  That will be exactly how it works.   Paul

Hi Steve, I've seen this before and this is definitely a Windows message. Certain Windows environments seem to trigger this with the sync engine.  Did you have any external or network drives attached when you installed the sync engine?  Which OS are you running?  Where did you save the setup.exe file? - Adam

Audisho, the only thing that's preventing us from making that move is the lack of SQL override. And we've been itching to make the move. I'm sure we are not alone in this... are you guys going to be souping it up a bit? Is that why it's taking so long?

Grif, you can import/export table data from Method from/to Excel/csv, and import/export to csv with Gmail, you should be good for creating new contacts from either program in the other one.  Are you using the Method Google Gadget?  See ...