Method Community

Hi SquadLeader - Need a little information to know what's been done so far, and what you're looking to acheive. 1) Are you a Method user, or are have you been hired as a consultant to make everything work together? 2) Regarding Method, have you already setup your account? If not, that would be a first step. Click Try it FREE at the ...

Hi Stuart, I believe the suggestion from Support is a bit of red herring in your case.  Setting and resetting IsWaitingForSyncApproval will not result in the SalesReceipt being "Pushed" (automatically synced) to Quickbooks. There is a call in the API that is meant to take care of this.  It is called ...

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 dknoben, I will create a ticket with the development team to investigate this further - however the likelihood of an immediate fix is slim based on the current priorities.  I'd like to better understand how you are using Method so I can relay this back to the development team (as we haven't had any complaints about ...

Hi Don, You will see this error message when the record you are trying to enter has the exact matching Name to one already in your account. The "Name" helps identify a particular record in your account and because it is/eventually will sync to QuickBooks, we follow QuickBooks' rules and require it to be unique. To fix the error ...

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 ...

EndiGrow, Time tracking records are stored within the TimeTracking table in Method.  For QBD, Method retains a specific number of days of transactional history (this is to limit the size of your database).  By default, Method only retains the past 31 days of transactions, after which, the transactions are removed from Method (though ...

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 ...