Method Community

Nick - 1) There are other companies doing this, but not on a large scale. It was part of the original business model for Method - we just haven't emphasized it. 2) Yes.  When QB is closed you are inserting, updating and viewed cached data from QuickBooks. As soon as QB is open and connected to the sync engine, all changes get updated, ...

Good Morning,   I am having repeated issues with Google Calendar Sync.  It will work for bit, but then 2 out of my 4 users stop syncing.  The profile says something about the credentials.  We disconnect the google acct and it does disconnect, but we get another error message when saving and closing the profile, (though it ...

We have clients that connect to a Windows Server hosting envirronment to access their Quickbooks data files.  When we run the Method sync for any of these clients it runs through and gets about half way completed and then the sync just stops.  There are no error messages, and the engine log shows nothing being wrong.  I can try ...

Merry Chrstmas All, I am new and am setting up my QB sync for the first time. Two questions: Since I am running my QB database on a server, do I install the method sync engine on the server or on each client desktop? If I have to install the engine on each client, does that mean at least one of the clients need to be running with quickbooks ...

Ben, I was having a problem with the sync engine so I uninstalled it and am in the process of trying to re-install the sync engine. That is where I am having the issue, there is something blocking the installation of the sync engine. I keep getting an error saying "Your administrator has blocked this application because it potentially poses ...

Is there a way to tell Method to stop trying to sync a Sales Order to QB? I've turned off syncing of Sales Orders going forward using the Method config screen but there's existing sync errors that I can't clear up. There has to be some data on the record that I can modify/delete to make it so Method stops trying to sync ...

Hi cdvin, It sounds like you already found the option, but just in case anyone else is following this, the option is Transaction History and its located under QuickBooks > Synchronize. This option specifies which transactions will sync with Method based on the age of the transaction. Any completed / closed transactions with a date greater than ...

Hi TIA, You first need to add an invoice, then the invoice line items, them call the sync. Below is a simple C# example. Step1 let's create an invoice for my customer called ACustomer string[ arrInsertFieldsArray = new string[ { "ArAccount", "Customer", "TxnDate" }; string[ arrInsertValueArray = new string[ ...

JohnM, There was no bug on this but there is an issue where the phone number wasn't updating until 2 full syncs finished.  Your phone number may already be updated but if not you'll need to go into the QuickBooks > Synchronize tab and click the first Sync Now... button.  Let that sync finish then click it again.  After ...

 Hi warren_nickus, To sync with quickbooks you need to have the method integration  engine installed. Please read the document entitled "Method Initial Setup Guide" which is located at http://www.methodintegration.com/self-service-documentation.aspx Once you have the engine installed you can set the frequency with which it ...