Method Community

Hi peoples =) .. 1) "..I haven't been able to figure out how that table grabs the description, item, etc. from QB.." The link between method and quickbooks is the method engine installed on your machine. There are fields in the pre-made method tables that correspond with a field of the same name in quickbooks. The integration ...

So it miraculously healed itself while I was preparing to send you my info. I guess it didn't want you poking around. :) Thanks for your help and we'll probably never know why it happened (I was signed into QB as admin, BTW, so it wasn't that)

We use the custom fields on our invoices for PO numbers or Claim numbers and the overall Job description. Is there a way to fill in those fields through Method?  And a related question, how can I write to the memo field in QBO invoices from Method? Thanks.

Hello,  I would like to mention that this process cannot be automated to autogenerate unique account numbers for all your customers and have it sync to QuickBooks right away. There would be some customization required to assist in doing this. Here is an idea below on how customizaton would be useful for generating ...

I've had the same issue.  It takes a long time before it happens, but it has been going on for a long time.  I have simplified my QB and Sync Engine hosting onto a Windows 7 PC that does not get shut off instead of the server solution I was using since I need to keep a user logged into QB, etc.  I do not know why the Sync Engine ...

Hi, we have a small electrical contracting business.  Have found Method with the Field Services add-on to be the best choice out there.  Field Services currently only works on Method "Classic" and while that does have a "mobile" portion, it does not work well.  While that is a big downside, Method has so many ...

Hey Tmatheny, I believe you are using QuickBooks Online. QuickBooks Online never completely deletes a customer from their records - they simply list them inactive.  I would start by exporting your customer table inside Method. With your exported data update the FullName field for the ones that were supposed to be ...

Hello Erik,     Are the customers importing into Method correctly?  Are the records you imported in the Customer and Contact List and can you open the record?  It sounds like there is a problem with the sync between Method and QuickBooks.  I would suggest to give Method support a call at 1-888-925-6238 ...

Hi Kurt, There actually is no way in Method to change the ContactType value, this is a field in QuickBooks that we can read but not modify/edit in Method.  If this is for QuickBooks Desktop version, I can tell you that we sync with the main QuickBooks contact, which shows up as the "Primary Contact" in QuickBooks, which when ...

Hi CF_Pro, I believe the best way to accomplish additional addresses in Method would be to use Jobs/Sub Customers.  By setting it up this way, you can have additonal addresses linked to the original Customer, and all info will sync between QuickBooks and Method.  This can be done by creating a New Customer, once you have filed this ...