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Hi There, Forgive me if im misunderstanding the question, but if you are looking for a list of activities associated with a particular customer, this is already a part of Method! You can view these activities by navigating to your Customers and Contacts List (Under the Customers tab) and selecting Go to... ...

Wow, thanks Ben! Will look into these toolsets, and in the meantime, we'll make sure that accounting keeps the open windows to a minimum.

Hi FW, As you suspected, the reason why the sync will stop when particular QuickBooks windows are open is because the QuickBooks SDK prevents any requests from being made while these windows are open. As a general overview, having a specific Entity/Transaction open will prevent modification from being made, as well as any Preferences/ settings ...

Any more status on this? Still seems to be happening. Also old screens are being replaced by newer screens. I have an example that I can show you. Not sure why this is happening, but is causing problems.

Trying to get a handle on this... I know for sure that an open bank rec will choke the engine, but seems as though other open windows will do this as well, such as the windows for processing bill payments. My assumption is that the sync engine is choking because QB is locking those transactions. Can you please provide us with a complete list of QB ...

Hi There, The reason this conflict typically occurs is because the Line Items on transactions created from other transactions (ie Sales Order > Invoice) are not in the same order. For example, I create a Sales Order with line items (A), (B), and (C) in that order. I then create an Invoice directly from this Sales Order, but once it syncs ...

Thanks for your help.  I finally got it.  It turns out the method account I was using didn't have the right permissions, but for some reason I didn't get the right error message for this web service.  But now that the admin of my company gave me the right permissions, it works! It's still very unfortunate that ...

Okay, that's helpful... but... how do we fix it? My client is getting these conflics frequently for Sales Orders.

Small businesses need to provide top-notch service to keep their customers loyal and to stay competitive. So, to elevate the level of customer service Method customers can provide, we created the Cases app — an effective tool to track and resolve your customer’s concerns or requests.   What is it?   The Cases app is a ...

Hi John, Unfortunately there isnt really a way to do what you are describing from a Report, however creating a Custom Portal for your Vendors is definitely an option you could persue here. There are a few ways you could tackle this one using a portal, and the best option for you would depend on your workflow here. One suggestion would be ...