Method Community

Richard - One tip for you.  If you have the "Wait for sync approval?" checkbox checked on the Estimate for a Lead Status only customer, it won't send the Estimate and won't convert the lead to a customer until you uncheck the "Wait for sync approval?" checkbox. That way you can still prevent leads that have ...

 Hey Bob, I just wanted to add in the steps on how to disconnect and shut down the Method Sync Engine. 1, Right click on the Method Icon in your task bar and select "Display" 2, When the Method Sync Engine pops up, click "Disconnect" 3, Click File > Shut Down After following these steps, Method will be closed.

Hello everyone, This issue should be resolved. Please see here for further details and additional troubleshooting tips. If you are still having issues, please give our support line a call at 1.888.925.6238 x2. Thanks again for your patience in dealing with this issue. I hope this helps. -Audisho

"Does Method include all transactions for a given client when any of the client transactions are synced?" Nope.  Transactions are synced what transaction type at a time, and are mutually exclusive of each other's open status. Paul

Any table in particular that you are seeing this in? For example, Sales Orders would be anything that is open.  Open means that IsManuallyClosed=False and IsFullyInvoice=False. Paul 

Hi James, It doesn't sound like you missed a step.  Are you sure the sync went through?  I tried the steps again and it worked on my end.  Try syncing again and look at the sync engine to make sure the sync went through by checking the Quickbooks tab > Synconize tab link and look the date and time of the last sync. ...

 Victor, No luck.....I also had the "Assign QuickBooks categories" activated.  I thought maybe this was causing the problem.  I've inactivated this feature and I'm still getting the same result.  :/

Yes, it has done a full sync.  But what I think you're missing is that it won't even save this info in Method.  If I put a cc card in Method, switch to another customer and then come back to the customer with the cc, the cc number is gone.  So that doesn't seem to be a sync issue to me.     

I have an issue that occurs once or twice a week where the Method Integration Engine gets stuck in the middle of a sync and never completes. It will stay in this state for days if I don't restart it. At the bottom of the window it says that it is connected, but the sync won't finish and no other sync can start. There are no other ...

I created a custom field in QB: The label/name is "SPECIAL ORDER" When I export the IIF file from QB for the Items table, the field has the official name "CSTFLD4" In Method, the Column "SPECIAL ORDER" shows up in the Items table, which is good. However, as a test, I populated an item in QB with a ...