Method Community

James- One thing that you could do is instead of selecting a contact from the drop down click on the ... next to the contact drop down, it will bring up a search window which will give you better search/filter option so you can select the correct Customer:Job. -Michael

Jim, Thanks so much for following up.  I'm not really sure how current the problem is.  When it is happening it can go days or even weeks before it hangs up.  It's not a big problem except that I don't know it's happened until someone else is trying to do something in Method and they see that records are not ...

I suspect they are greyed out when you are looking at your email windows in Outlook.  If that's the case, they should be greyed out.  They only become enabled when you are in the calendar view in Outlook and want to sync calendar appointments.    

Hi there TomH, How long roughly are we talking before the Estimate 'disappears' from Method? Are they still visible in QuickBooks? Its possible these Estimates have simply fallen outside of the Transaction History which Method Keeps for your Quickbooks Transactions.  By default - a 31 day Transaction History is ...

Hi Maureen, You arent missing anything here - We currently dont sync with the Mobile field on the Customer table for QuickBooks Desktop versions, as it has not yet been made available through the QuickBooks SDK (the platform we use to query and modify data from QuickBooks). When you try to add this field ...

Hi Maureen, Regarding Compatibilty, we cant officially support syncing or integration with a file hosted on QBox. That being said, it may still work if Im understanding your setup correctly. You have a a multi-user mode QuickBooks file with; One installation on a local PC, along with the Method Integration Engine A second QB file ...

Hi MM, You’re certainly free to create items in Method and the ability is available via our stock screens. You can find this by navigating to QuickBooks > Lists > Items. You will however, need to sync to QuickBooks for various other purposes. One example is that QuickBooks handles the application of payments. Payments are not applied ...

Hey Alex, Please also send me the Sync Engine log: > Go to your Method Integration Engine client and under "help" enable the options "Continue On Error" and "Trace for troubleshooting". At this point run a sync. > Once the sync completes, there will be a log generated. If you are using Windows XP, the Engine ...

Hi James, In more recent versions of QuickBooks, intuit added a notes table allowing users to create multiple notes for an entity. Unfortunately, they have not yet included this table in the QBSDK and as such, we are unable to sync with these additional notes. The first note for each entity can still be seen in the Note field on the Entity ...

Hi Gerald, In order to sync with a new QBO company, you must start a new Method account. Your Method account will only sync with the company that it was originally connected to. If you’ve customized screens in Method to use these custom fields, you can copy them to the new account and any fields on the screen will be added to the tables ...