Method Community

Thanks, Michael. This may seem like an odd question, but how do I export the contents of the table? UPDATE: I was able to export the table, and the data I had imported was in there. However, the data exported in a strange way with contents from fields in seemingly random rows and columns. Any way to fix this? (i.e. Email addys all in one ...

 Hello Dave, I'm still looking into this, when I tried adding a few custom fields it didn't work properly. Data was syncing for some custom fields and not for others. I need to look into this some more and will update you as soon as I get more information.

 Hello, Yes, you can sync contact between Outlook and Method. Kindly review webinar 26 to ensure you are following the right steps. Please let me know if you're still unable to sync them. Here is the link to the webinars: http://www.methodintegration.com/cs/blogs/methodblog/pages/Method-Community-Webinars.aspx

I will pursue these ideas as work-arounds, but how do I get a clean import?  As I said, If I had a Company in Quickbooks with 25 Opportunites the import created 25 Customer Records, one unique Customer Name for each Opportunity.

 Hi Phillip, Can you please outline the steps you took that led to this conflict? Also what type of item is it, example service, inventory? I opened an estimate and manually changed the cost to 197.600001 and then hit update and save and it automatically changed it to 2 decimals. Same for Markup rate, so I'm not sure how you got ...

Hi there TomH, May I ask which Windows version you are currently using? Are you utilizing a Server variant of Windows perchance? (ie. Windows Server 2008 etc...) If so, there are some extra steps we will need to take to get you up and running - which will involve installing the sync engine using our StandAlone .MSI files rather than the ...

Hi Alex, Its likely these 'ReceivePayments' transactions are falling outside of the Transaction History date - and are getting archived within Method. On your Sync Preferences Page (under QuickBooks tab > Synchronize > Transaction History) - You can set how far back Method will remember 'closed' ...

Hi Ben, After some testing here, it would appear there is an issue with syncing Vendor notes for QuickBooks Online accounts. Although the 'Notes' field is contained on the Entity table as you observed, the notes added from QBO do not actually sync here, or anywhere within Method for Vendors at the moment (only Customers) Ive brought this ...

Hi Nick, i just took a quick look in your account and it appears since you posted this that you have managed to reconnect Method to QuickBooks yourself. For anyone else reading this post, The error messaging is reffering to a link Path in our Method:New platform, hence why if you are on Classic the link goes nowhere. If you needed ...

Mark, Unles you have special import needs  I would integrate Magento to QB first...(I recll Magento having a connector).. then let the sync bring the transaction into Method.  If Magento connector is not appropiate, then you would need someone to w rite an API... OR have an export file, you can import into Method using ...