Method Community

Hello Ben,      Unfortunately we currenty don't sync with the QuantityOnHand field.  It is on the table but we currently don't use it in the sync.  It may be that we have not built the field into the sync or it's not available currently in the QuickBooks IPP.  I don't have a timeline on when we ...

Hi v.ayres, The sync engine should start automatically when quickbooks is launched on an administrator account and loads into the correct company file. Do you get prompted to allow method to access your Quickbooks file once you manually start the sync engine ? You mention that you can’t leave your quickbooks file or the sync engine running, ...

Hi Joan, There are a few things you can do to troubleshoot this issue. First, in Method go to QuickBooks > Synchronize. Check date and time of the last Changes-Only Synchronization and of the last Push. If these dates and times aren’t current, there is probably an issue with the sync engine. Next, Still under the QuickBooks tab, ...

Hi Sueats5, It is possible to change the default state of checkbox for "Waiting for Sync Approval", however the default value should already be unchecked.  Regardless, this can be done by creating a copy of the stock QuickBooks_SalesOrder Screen, from the Customize Tab, then the Screens Tab Link. ...

Woodweld- It is possible to displays both the Activities and Opportunities on the same screen and make that screen the first screen that a user sees when they login. You would basically be putting 2 grids on the screen, one for Activities and one for Opportunities. You can customize what is displayed on the calendar if you make a copy ...

Hey l.Fischer, Danny did up a good post that actually explains this very well, check it out below. [quote user="Method_Danny"] I wanted to just add in some of my own, personal feedback, with my experiences with Citrix and Terminal Servers.  I actually helped Right Networks and Insynq, both of which we are partners with, to get ...

 Hi Jacob, When dealing with multiple QuickBooks file, you need to ensure you have the correct QuickBooks file open when you are doing the initial sync with Method. From the post it appears as though the incorrect QuickBooks file was opened during the initial sync. It might be best to cancel the method account that is not syncing to the ...

Stuart, I hear you.  I'll start off by giving a little background into the mechanics that go on behind the scenes: 1. When there is even the slighted bit of corruption in any of the lists or transations in QuickBooks, it tends to not be forgiving to apps that add on to it.  Since Method integrates with every list and ...

Hi Blake, Are both the Method Integration Engine and Method Integration Listener certificates installed in QuickBooks, and do they have the requisite permissions? What you're describing is a common symptom of not having the Listener certificate installed / permissioned correctly. - Justin

Hi Ian, We have checked the web form submission service and it seems to work fine. We will now look into your account and will see if you are experiencing an account specific issue. We will keep you updated. Thank you Victor