Method Community

  Hey Dave, If you would like your account reset, that’s fine. Please email your business consultant and they can start that process for you.  In order to copy the reports, you would need a new account. Sync the new account to your QB company file, then import the screens that contain those reports. Once you have all the ...

I own a Swimming Pool cleaning and repair service.  Quickbooks was loaded on a laptop at my home office while my business partner didn't have direct access.  After signing up with Method, my business partner can easily access quick books data.  She can add/edit customer information, customer jobs, complete work orders, ...

Hello, Nando! Glad to hear that you’ve already made it through the initial sync and are able to start utilizing Method.  As for invoices, they are not currently based on sales orders nor estimates; however, with a little customization, you certainly could configure your Method account to reference invoices on sales orders and/or ...

[quote user="Method_Chad"]2 full syncs.[/quote] My mistake here, it's not 2 full sync's that need to happen, you need to close and open QuickBooks twice (and sometimes restart the computer).  If that doesn't work then it's a permission issue. ~C

@jnairn - "I am going to use Google Apps Sync because my company currently uses gmail and I want to sync gmail with Method??? Google apps sync will synchronize my gmail with Outlook, which will allow me to synchronize my email with Method???" -Google Apps Sync allows Outlook users to use Outlook and Gmail.  That then allows ...

An update - we are still waiting to hear back from Intuit on when/if they are going to allow syncing with Resale Number in QB Online.  We have pinged them again to see if they are getting us the answer this week as promised. Paul

Hi Maureen, Thanks for bringing this to our attention. This appeares to be the case for my own test accounts also. WE are doing some investigation here and will report back with any updates. -Ben

This is still an ongoing weekly issue for me. In response to this issue, I believe that Method CRM has been developing a method for receiving notifications when issues occur with the sync engine, which I think would be very helpful. Knowing when the sync engine crashes or when a particular sync is stuck would mean that we could prevent these ...

Hi Mike, Glad to hear you were able to get this working.  That would totally explain why you were not able to get the connection to work with Method and the API.  In terms of picking a specific calendar that you want to sync with, this isn't something it can do right now.  Normally the default Outlook calendar is what the ...

My concern is estimates as our sales cycle is a long one, our estimates sit for 3-6 months before closing. I went to Quickbooks tab>transaction history and changed it to 365 days, and changed each item under that to 365, synced and still no transactions older than 365 days. On a seprate note, we have done our initial sync and I am getting ...