Method Community

Hi Dave- If the Method Sync engine is running on the computer that is designated the main syncing computer, when any change is made in Method it will get pushed automatically to QB and vice versa (To have changes come over automatically from QB to Method you will need to make sure that you install the Method sync engine on all computers with ...

 Hello Sheila, The length of time it takes to do a full sync varies. It depends on a few factors such as how big your QB file is, how far back you have set your transaction history in Method and the speed of your network if you have the QB file on a server, to name a few.  It can range from a minute to hours. You seem to be trying to ...

 Hey John, I tried to get this message but was not able to. Can you lay out the steps you took? Was this done while the initial sync was finishing?  Or had you finished the original sync, then tried to edit this estimate? The steps I took, Step 1 Open an existing estimate in Method, that has been synced to QuickBooks Step 2, ...

 Hi Bob, Just adding to my last comment, if the first sync never completed properly, a changes only would keep trying a full sync until it finally completes. You can verify if a full sync was performed by going to QuickBooks > Synchronize > Edit Synchronization preferences check the date for 'Full Synchronization', in the ...

 Hi Bob, By default Method performs a changes only sync every 20 minutes or whenever something is updated in QB/ Method or when QB opens. To confirm whether your engine is performing a full sync or a changes only sync you can go to Customize > Audit Trail and under the Action column do a filter by 'syn' you'll then see either ...

Hey Maureen, We do have a ticket in with our development team who is actively working on a fix for the Google Calendar sync. There have been reports of constant disconnects from multiple clients. Having a one click option to sync all Method accounts to their Google Calendar will be tough to accomplish, the way the handshake works between Method ...

Hi Micahk, Google doesn't give us access to calendars that already exist in your Google account, however if you create appointments in the calendar that Method creates, they will sync from google to Method. You should have a calendar in your Google account called YourCompanyAccountName : YourUsername. If you create any events in this ...

Hi LJR, It would be difficult for us to know exactly why your transactions haven't recently being syncing over without more information.  For starters, I would suggest checking your Conflicts, by going to Quickbooks->Resolve Conflicts, and see if these transactions that aren't syncing over show up here.  I have provided ...

Hi Martin, Have you checked QuickBooks to see if there's something that needs your attention?  Usually when I see that message its because the Method Integration Engine certificate hasn't been set or there's something that needs to be set before the connection continues.  Check to see if there's something flashing ...

Innovative, [quote user="Innovative"]It looks like the Synch engine will not work if the file is in Multi user status? is this correct?[/quote] The Method Sync Engine should work the same in both single user and multi user modes. [quote user="Innovative"]Can the sync Engine be installed on several work stations at the same ...