Method Community

Hey Vectra3, If you set the transaction history it will only show the past transactions that took place in the last 365 days. if you need older transactions then you will have to increase it to 730 You need to have administrative permissions on the computer that you install the Method Integrated Engine on and also be QB admin when you first sync ...

Hello Issac,       Method does not sync with custom fields created in QBO.  It is a limitation of the IPP (ie. Quickbooks Online) and not Method.  We are hoping for an update soon from Intuit.  You can read our Help Center guide on the topic here.      For your second question on the ...

Hi Juliet, This appears to be a Support question, and I would recommend contacting us directly for any sync related issues like this.  Since you have included your contact information in our signature here, someone from Support will contact you shortly to troubleshoot this with you.  Without knowing your company's setup and without ...

Hi Cathi, Just so I know how to better assist you, will you be using the Field Service Operations app (Work Orders) or the default QuickBooks Time Tracking screen when utilizing employee time tracking in Method? Yes time entries sync with QuickBooks, I created several Work Orders for one of my employees and entered time tracking information, ...

[quote user="nick_warren"]Can anybody help with this?[/quote] Can you check your QuickBooks > Synchronize settings and let me know what it says for Frequency then look under Transaction History, click show options per transaction type and let me know if anything is set different from default.  Sync engine issues are free support ...

Marc - very interesting.  This is an undocumented account type (nowhere in the QB developer docs), something we've honestly never seen before.   Not to worry, we added that account type to your account.  Can you try again and see if it gets past that point?   And thank you for supplying the information you did. It was ...

 Paul, Would this explain why we are seeing transactions well before the Transaction History setting.  We set Transaction History to 60 days and all transaction options to Default.  Yet we are seeing a small sampling of transaction from as far bask as 5 years. This makes us uncomforatable and we need to understand exactly how the ...

mlepitt - we're waiting for Intuit to add that field for us to sync with.  Right now it is shut off from developers for QB Online (no problem with QB desktop, though) - that's why we don't have it in the out of the box versions of the customer screen.   They haven't given any indication of timeline of when they'll ...

Welcome to Method iLs, [quote user="iLs"]In Method, I created a custom Tab, a custom table (with custom fields) and imported a test data file from our other CRM. The import completed successfully and I can see the fields I created in the custom "Prospect Center" tab, but am unable to see any of the imported entries? What do I ...

 Hey Mike, 3 things that you can check: 1. After you make your changes, are you syncing? 2. Are you using the "Add to Method" button?? 3. If you are either Syncing, or using the "Add to Method" button, make sure that the activity type you are using is setup to sync over to Method. You can configure this by going ...