Method Community

Hello Justin, Here's my answer. I would suggest you to check few things in your account: - Sign out and sign back in again - Check the Date/Time stamp on Changes-Only Sync and see when it was last happend.(Make sure you have the most recent date & time). - You can also run a Full sync to make sure everthing is syncing ...

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. ...

Viret - If you delete the records using the API, then the records should be removed from the conflicts area. Unfortuantely, the Conflicts listing is not an exposed table (in Method or the API). You mentioned in another post that the conflicts were "DeleteFromDesktop", but that the records were actually not even in the database anymore. ...

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 ...

RebeccaCA, I would check to make sure that the Sales Order that are not syncing over have Waiting For Sync Approval? unchecked and that they are not showing up in the conflicts (QuickBooks > Resolve Conflicts). -Michael 

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 ...