Method Community

Hi DSTaxKy, Thanks for reaching out to Method Community! For the first part of your question, yes this is correct. We do not have any direct integration with Avalara Tax. It syncs with QB then QB syncs with us. Similarly, We update the QB, and then the QB syncs with Avatax. It is not the only approach as we do have an open API that ...

Hello,  I would like to mention that this process cannot be automated to autogenerate unique account numbers for all your customers and have it sync to QuickBooks right away. There would be some customization required to assist in doing this. Here is an idea below on how customizaton would be useful for generating ...

I've had the same issue.  It takes a long time before it happens, but it has been going on for a long time.  I have simplified my QB and Sync Engine hosting onto a Windows 7 PC that does not get shut off instead of the server solution I was using since I need to keep a user logged into QB, etc.  I do not know why the Sync Engine ...

Hi, we have a small electrical contracting business.  Have found Method with the Field Services add-on to be the best choice out there.  Field Services currently only works on Method "Classic" and while that does have a "mobile" portion, it does not work well.  While that is a big downside, Method has so many ...

Hi ITfromValor, The API does not prevent transactions from being added to Method for closed periods.  Method will not sync transactions in closed periods as long as your QuickBooks file has a closing date password set.   For clarification on your problem, could you please verify - Do you have a closing date password set on ...

Hey Tmatheny, I believe you are using QuickBooks Online. QuickBooks Online never completely deletes a customer from their records - they simply list them inactive.  I would start by exporting your customer table inside Method. With your exported data update the FullName field for the ones that were supposed to be ...

Hi Mahlon, When you delete an entity in Method that has been posted to QB, the entity record is archived and marked for deletion. Once the sync completes and the entity is removed from QB, it is then completely removed from Method along with any related contact records. When a lead is deleted, since it does not sync with QB, it should be removed ...

Hello Erik,     Are the customers importing into Method correctly?  Are the records you imported in the Customer and Contact List and can you open the record?  It sounds like there is a problem with the sync between Method and QuickBooks.  I would suggest to give Method support a call at 1-888-925-6238 ...

Hi Kurt, There actually is no way in Method to change the ContactType value, this is a field in QuickBooks that we can read but not modify/edit in Method.  If this is for QuickBooks Desktop version, I can tell you that we sync with the main QuickBooks contact, which shows up as the "Primary Contact" in QuickBooks, which when ...

Hi CF_Pro, I believe the best way to accomplish additional addresses in Method would be to use Jobs/Sub Customers.  By setting it up this way, you can have additonal addresses linked to the original Customer, and all info will sync between QuickBooks and Method.  This can be done by creating a New Customer, once you have filed this ...