Method Community

Hi Ken, Could you enable MethodSupport on your account and email me the Company Account name?  If you could also indicate which invoices and receive payments this applies to that would be great.   I think the root of the cause is the invoices and not the receive payment.  Are you seeing this error in the Resolve Conflicts screen? ...

Hi Suzanne, This really isn't possible. Once you were to sync another QuickBooks file, you would lose much of the data that is already in Method.  Since the QuickBooks listID's would be different, most of the records would be lost, as Method would not be able to sync them to the current QuickBooks file.  This would cause ...

Hi Mike, Method has the ability to sync with custom fields in Quickbooks.  These fields will need to be created in Quickbooks, but they will sync over into the Customer table in Method.  You can find and create these fields by editing a customer.  If you go to Additional Info, you might see a few custom fields.  You can edit ...

Hi PrimeSealants,  If the customer was deleted from Method but the associated contact still exists then the action likely did not sync with Quickbooks. The contact in Method should delete automatically when the customer deletes in QB. First, check to see that a full sync has occured recently. If is has then check to see ...

[quote user="NeilRick"]I guess I am really just asking if there is a guide or webinar on how things are named/stored when they sync with quickbooks.[/quote] This is no specific guide or webinar on this topic.  What you see in Method as far as table structure/naming is how it would appear in QuickBooks - however you can't see ...

[quote user="dottie"]Is this something that needs to be customized?[/quote] Nope.  The invoice number's are being generated by QuickBooks so you'll need to wait for the sync to catch up after saving the invoice.  When you create a new invoice and click save in Method, wait a few seconds then click the refresh button on ...

@dottie, Method CRM does sync with the QB item list. Not only do the items sync but as they are used on transactions such as when you sell on an invoice this will make the appropriate changes to areas like quantity on hand and others in QB as well. Have you taken a look at the item list in Method. You may have to change the tab group you are ...

@MisterBill - here's things I can think of: 1. The invoice as the "Waiting For Sync Approval" checkbox checked on. 2. You haven't clicked Save after adding the line items (if entering the invoice through the regular interface). 3. You haven't called the "Send to Desktop" action (if you are entereing the invoice ...

[quote user="Winston Lo"]can method track the real revenue and cost of a job so that commission can be calculated based on the profit from the job?[/quote] Anything is possible within Method - if the information is available to us from QB then you can build a custom screen to review/modify/update the information and sync it back with ...

  @MLDV - Welcome to our forum If you are using our import / export tool then there was a link to this topic, in our Method CRM Help Center HERE. I want to emphasis on the section on "Special case : Customers, Vendor and Leads. [quote user="MLDV"]I manually deleted all of the leads.  When I tried to reimport them ...