Method Community

Lisseth - Welcome to the Forum I believe that you are currently using the QuickBooks Online Edition. There is not an option to make a customer inactive within the QB online software. Hence under Method, when you are setting a customers to be inactive there is no relationship with that field in QB Online during the sync process. This means when ...

@Innovative -  "I need to quickly upgrade to enterprise because of file size restrictions is there anything i need to do to makes sure there are know glitches with method?" - It *should* be fine.  Method syncs based on the ID numbers that are on QuickBooks.  And as long as these don't change during the upgrade then ...

Hi Shane, If you're Method account is up and running the Invoices from QB should roll up into Method. If you are using Method CRM for QB Desktop please ensure you have followed the installation instructions for the Method Integration Engine and that it is connected and running. By default, only invoices from the past 31 days or those that ...

Hi Michelle, It sounds like you need to reset the computer that Method considers the Main Computer or the server computer. To do this login to Method and go to QuickBooks > Synchronize and click Reset for Computer to Sync with and then perform a Full Sync using the Method Integration engine.  You may also need to reset your QuickBooks ...

Hi Terry, As per our phone conversation, I wanted to share with the community what we did to resolve your issue. Upon looking at Terry's computer we discovered the QuickBooks listener was not installed. To check that Method Listening is installed inside QuickBooks, go to Edit -> Preferences -> Integrated Applications -> Company ...

 Hi Jacob, When Method is configured properly it shouldn't synchronize with a non-corresponding QB file. Referring to post: http://methodintegration.com/cs/forums/p/770/2624.aspx#2624 should help to resolve this issue. Another possible reason this issue would arise is if within Method you go to Customize > Synchronize and click ...

"... radio button on the customer's main screen that we can click to inactivate that customer..." There is already a checkbox on one of the sections in the customer list for setting IsActive. Checked = True, Unchecked = False.   "..Would it automatically inactivate that customer in Quickbooks or would we have to do it ...

Hi Julio, Great question! Okay, I am going to give a little background here on how Method works in this situation.  Granted, some of the areas, such as the “Resolve Conflicts" area, have yet to be finished up.When you do a full sync with a QuickBooks file after a restore has happened, the Method engine will mark any records in Method ...

Hello Michael,      Where would I be able to find this information? Currently, I am unable to access the custom module, as well as the Sales Center and Call Center (though I didn't make changes to either of those modules.)   Thank you.

Just a heads up.  After the new sign in was established last night, the "enable sync" for syncing with Google Calendar was unchecked for all of my user's.  Needed to check it, click enable sync, which only resulted in the box becoming unchecked.  However repeating the process twice and sometimes three times, did ...