Method Community

Hi cdvin, Please verify that the contact you are using to test the portal has a valid email address. Also verify that no other contacts in your Method account contain this email address. The email must be unique for the registration to work. Otherwise, I’m not sure what could be causing this. If you’re unable to get this working, ...

Hi, [working with QB 14.0 Desktop Enterprise Solution] Here is my scenario: 1. In QB, users can mark a Purchase Order as closed via "Mark as Closed" button. 2. In Method:CRM, we would like to depend on this "closed" flag to adjust our internal data (like inventory status implemented in Method. So, users can see some stock ...

Hello David,    For the first issue, are there conflicts in your resolve conflicts list?  Go to QuickBooks -> Resolve Conflict to see the list.  It looks like the Bills are getting stuck in conflict and they are not in QuickBooks.    For the second issue, it looks like the A/R Report is using the invoice creation ...

Darryl emailed in the following question. [quote] I am entering a country as AUSTRALIA, but when I go back to look at it the country has been forced back to Mixed Case. This is on the default (non-modified) Method customer screen. Shouldn’t the case stay how I enter it? [/quote] Hi Darryl, I was able to replicate this on my end ...

When I log in to one of my Method accounts (as the Admin and using an Admin tab group, as well as using other users or roles) and go to the QuickBooks tab and look at the Synchronize screen, I see the Installation instructions section and the Common QuickBooks integration questions section, but not the Edit Synchronization ...

@nick_warren Thank you for the kind words regarding the new site. We hope it is more useful and informative. In regards to ARRefundCreditCard - you need to have at least one entry in the child table of ARRefundCreditCardAppliedToTxn, where you specify an existing CreditMemo, JournalEntry or ReceivePayment transaction. Check now (we just applied ...

[quote user="handcrafted"]Please tell me what step i am missing.[/quote] If you just reinstalled the Method Integration Engine make sure you push 2 full syncs.  Inside the Method Integration Engine, under the synchronize menu, click Full Synchronization.  After 2 full synch's the subscription file should be saved. ...

Hi Scott, I wanted to address your question regarding limiting user access. Out-of-the-box Method provides you with the ability to limit user access at each level, in a hierarchical way: > Role / Tab group   - Tabs     - Tab Links       - ...

Sean - You should be good to go now.  We have hotfixed the site. It was a typo in the server code for JournalEntry syncing with multi-currency turned on.  It should have been "IsAmountsEnteredInHomeCurrency" in our code, rather than "IsAmountsEnteredInHomeCurrencyAdjustment". Paul

Updated sync engine for QB Desktop The following updates are now available. Performance improvement - In cases where generating a report takes a very long time a separate web service will be leveraged to improve response time. Feature Request - Now integrates with Lot Numbers, Serial numbers on locations for QB Enterprise (Advanced ...