Method Community

On Wednesday, April 21 @ 1:00pm EST, Ryan Bell will be kicking off our next wave of webinars starting with a walk through of our new Outlook Plug-In 2.0.  Learn how to add new leads/customers/vendors/contacts, create and update opportunities, save emails directly to Method and sync calendar appointments using our bi-directional sync. ...

I appreciate the update.  Once this issue is resolved, should the products sync between the two or will the extra products in Method need to be manually deleted via backend DB?  Also, is there any type of ETA on a resolution from Intuit?  Thanks again.

 Nathan- There was nothing you could do to fix this. The issue was that Intuit changed the way notes were handled and didn't inform any third-party companies so it broke the sync process. We have updated Method to work with the changes made by Intuit. -Michael

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

Hey rgatton, I would recommend reaching out to our support team for more help with this. When you sync your QuickBooks company file to your Method account the company file and the account are bound together. You cannot reuse an account on a different QuickBooks company file without causing data conflicts and inconsistencies. If you need to sync ...

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 There, If you have Inventory Tracking enabled in QBO - We actually already sync with the 'QuantityOnHand' field within the ItemInventory table. You should see that information when opening up items - Further, we are also working on building out apps to sync with Vendor Transactions (eg. Bills PO's etc...) but we dont ...

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 ...