Method Community

 This post was found to be linked to the sync engine not working correctly. Once the sync engine was updated and a full sync was run, everything worked correctly. Make sure you have updated you sync engine to the newest version 1.79. If you need to update your sync engine, uninstall the method engine from QuickBooks and Control Panel, ...

So we have a very interesting situation: We created a new Purchase Order in Method:CRM. That syncs to Quickbooks nicely. But then Quickbooks syncs it back to Method - as a new Purchase Order. That goes back to Quickbooks, and from Quickbooks again back to Method:CRM, creating one more. This goes on and on and on... Anybody ever ran into such a ...

I have over 300 conflicts with the following problem.. The record has been modified on both the Server and the Desktop. Please decide which record you would like to keep. Any clues why we are getting this error and what we can do to fix them? They are more than likely changes in method but I dont see a way to push the method record. thanks ...

Of course. QB does not let you use more than 5. There's no option to add more. Anyway, it eventually worked. I'm not sure why it didn't work the first time. Perhaps there was a syncing lag/issue.

I put together a custom screen today and when I went to preview it, the system popped up with this message: ERROR: It appears the screen is currently out of sync. Please try logging out and back in to Method. If this is a custom screen, you can alternatively republish. If the problem persists, please contact your administrator.  I went ...

   It is a feature request because syncing an email with an invoice was not available before.  The email field is not on the invoice table in Method to sync over.  For the email to sync, we most likely will have to add it to the invoice table and add it to the sync code.  It's not a bug because nothing technically ...

The Desktop sync issue is now resolved. Please ensure your sync engine is closed (not open in task manager), reopen it, and the sync should be fine.   Our QuickBooks sync engine is core to our product offering and core to your use of Method. We know you expect high availability of the sync engine, so we sincerely apologize for the ...

Hi Shirley, Is QuickBooks open on the second computer that you installed the sync engine on? If so is it pointing to the same company file that the main computer is pointing to? -Michael

Satish, Unfortunately, there is no way to copy a table. You're only option is to create another table and add the fields in exactly as they are in the original.  Which table were you looking to do this with?  Also note that once you sync your QuickBooks file, it will sync the data to the stock tables, so you won't be ...

That's a good question. If a customer record is deleted from QuickBooks but still appears in Method after a sync then either it is a different record than the one that was deleted, or the unique identifier (ListID) no longer matches with the one stored in Method. Other than that I haven't seen records not sync to Method from QB. However ...