Method Community

Hi There, The DateTime listed under the Resolve Conflicts tab is displayed in UTC time, so it is likely you are not seeing this in error, and is not something to be concerned about.  Regarding your other issues though, if you could email me with a few more details or let me know here I can have a support rep reach out to you. My ...

Hi There, Have you tried making the Customer Active in QuickBooks? you can do this by navigating to the Customers App in QBO, and clicking on the Gear Icon in the top right hand corner of the Customer Grid. In the dropdown that appears, you will have the option of displaying Inactive customers as well. Here is a screenshot of what im talking ...

Hi There, This could be due to your browser blocking Popups. What browser are you using? Would you be able to try using a different browser for me? If this doesnt solve your issue, let me know and Ill have a support rep reach out. Thanks! Regards, Ben

Hi Matt, The "Name" portion of any Customer/Lead/Vendor must be unique, There is good reason for this however. All of these entities are ultimately syncing to a 'Master' table named Entity. The Entity table defines who is a Vendor or a Lead/Customer by specific flags unique to a that type of Entity. ...

Hi John, What values are you using for "4. Put in update table action within the loop" This is where Im assuming something is amiss here. Specifically, how are you Locating the records for the 3. Criteria: Which record(s) in the Table will be updated? part of the Update Filed in Table action? Thanks John. Regards, Ben

Hi There, Forgive me if im misunderstanding the question, but if you are looking for a list of activities associated with a particular customer, this is already a part of Method! You can view these activities by navigating to your Customers and Contacts List (Under the Customers tab) and selecting Go to... ...

Hi FW, As you suspected, the reason why the sync will stop when particular QuickBooks windows are open is because the QuickBooks SDK prevents any requests from being made while these windows are open. As a general overview, having a specific Entity/Transaction open will prevent modification from being made, as well as any Preferences/ settings ...

Hi There, The reason this conflict typically occurs is because the Line Items on transactions created from other transactions (ie Sales Order > Invoice) are not in the same order. For example, I create a Sales Order with line items (A), (B), and (C) in that order. I then create an Invoice directly from this Sales Order, but once it syncs ...

Hi John, Unfortunately there isnt really a way to do what you are describing from a Report, however creating a Custom Portal for your Vendors is definitely an option you could persue here. There are a few ways you could tackle this one using a portal, and the best option for you would depend on your workflow here. One suggestion would be ...

Hi There, This is certainly possible in the report Designer. The easiest way to accomplish this is to edit the existing Estimate Print template, and find the section labelled "DetailReport - "Estimate.EstimateLine.Estimate"'   Clicking on the ellipses beside Filter String will bring up the options you are ...