Method Community

I am having two regular, fairly high impact issues with Method to QuickBooks sync.    The first issue is when bills are entered in Method, they dont always carry over to QB.  Often I will enter a bill in Method, then go to QB and see that the Purchase Order is still Open without a bill assigned.  I have recently begun ...

I'd like to get an explanation from QB as to why they chose to key on total Quantity to determine if a Sales Order is 'closed' or not but it doesn't make sense on the surface. I don't mind calling the support line but I did want to document one thing I discovered this afternoon while troubleshooting/testing these LinkToTxn QB ...

I have another request, or question. Two of us are entering into Method, oportunities and activities are assigned to the appropriate individual. When we sync with Outlook we would like it to recognize whose activity it is and only sync that activity with the appropriate Outlook Calendar. Can this currently be done?

mlepitt - I'll add that curently we are limited by what Intuit has opened up, as Michael as pointed out. They are working at a pretty fast pace in opening up QuickBooks Online, so as soon as they make that available to us, we'll make that available to you. Paul

GForce- Is there a Tax Item set for this invoice? If you are looking at this invoice on the Standard Invoice screen, what do you have listed under the Tax Item drop down? If its blank try selecting something. -Michael

Hi Amanda This is the message I get after reset "computer ..." and full sync - The Method Integration Engine on your computer is currently disconnected. No synchronization can be performed until the Method Integration Engine connects to the server. Michele  

Hi James, Have you installed all the .NET framework on that machine? I have come across this issue before when .NET framework was not installed and updated or when it is corrupt. You can also refer to page 5 of the Initial Setup Guide HERE -Michael

 Hey Laura, If you only have 1 QB license, yes Method will sync fine. You can actually be logged into QB and working using the single license while Method is syncing.    

Hello,      When you enter the credit card number in Method, it is stored temporarily until the sync happens.  Once the sync occurs, Quickbooks will get the credit card number.  It will then send either a blank number or X'd out number back to Method.  This depends on your setting in Quickbooks, summarized ...

Kyle, You can still assign estimate numbers after inputting the line items if you wish.  However, if they do end up syncing with Quickbooks, the number will not be overwritten. The reason your Lead synced over to Quickbooks was because you unchecked "Wait for sync approval".  By unchecking this, you allowed the estimate to ...