Method Community

Hi nathersteiner, To find out which invoice screen is active, you need to do the following: 1.   Go to Customize > Tabs 2.   Locate Customers 3.   Click on Edit Tab Links  4.   Look at the Tab Link Name for Invoices 5.   Beside it, you have an associated screen 6.   You will then be able to see which ...

Mark - best to add jobs directly in QBO for now.  Jobs just recently became available with the QBO API and we have voiced our concern over how it was handled. Intuit is really good about QBO feedback and have agreed to fix it up in the next release (or two) but for right now we have no workable solution other than to add the jobs directly in ...

Marci- Method is designed to work work with QB that being said what you are trying to do is possible but a lot of work. Any transcation you import would be a 2 step process first importing the Transction(Invoice) and then the Transaction lines (Invoice Lines), these 2 are linked by a RecordID which is generated at the time of inserting a ...

Katie- I will have to verify this further but I am pretty sure that the QuickBooks SDK(What allows Method to communicate with QB), doesn't support editing of Vendor credits, which means you can add a new credit but you can't edit existing ones. As soon as you click Save(If the sync engine is running) that Credit is no longer a new Credit ...

Hi Navitha, I have moved your post to our General Q & A forum since I don't think your question is specific to the Method Professional Services App. If you edit the PurchaseOrder table from Customize>>>Tables / Fields you can dig in and explore the exisiting fields. Here you will see a field called 'IsFullyReceived' ...

smohyee- I would make sure that the Transactions History is set to All to make sure all transactions come over (This is found under QuickBooks > Synchronize) and then I would try a Full Sync by going to Synchronize > Full Synchronization in the Method Integration engine (While logged in with an admin account) [quote ...

Hey pdirect, Method does keep the ref numbers in sync, or rather Method maintains an understanding of the maximum number already used in QB before adding a new number to initialize the increment and to avoid conflicts.  Paul has mentioned in his blog that when using this configuration of Method assigning the numbers it is best to be making ...

Hi there, Yes, this has come up once before. I’m assuming it is because you have never had any Purchase Orders to sync with from you QB file. Although I have personally never seen this message (my QB files have always had at least one PO) you can get around it by entering a dummy PO and then delete it. Let us know if any of those options ...

Hi Tracy, I would address the entity conflicts anyway because they could be part of the reason for this issue even though the conflicts aren't directly related to the customers that are missing, after addressing the entity conflicts perform a Full Sync. If you want to determine if the customer is actually coming over to Method and maybe just ...

Lee, I exported my Customer table and took a look at the TimeModifiedAccounting field and then rebuilt by QuickBooks file and performed a full Sync and then exported the Customer Table again. The TimeModifiedAccounting field did not change but in my case my file wasn't corrupt so I can't say for certain if the same will apply to you. ...