Method Community

Thanks, Danny - the clarity helps, but let's dig a little further... Your point is that the login for the QuickBooks session "under" which Method is running must be for a user with sufficient permissions, or Method/QB will generate conflicts when synching. My question is whether that QB user/login has to be a) the top-level QB ...

Denis - One point of clarification for myself and others: if I'm not mistaken, QuickBooks makes a distinction between THE Admin user account (being the top-end "owner" or Master account, required for certain special functions) and an "admin level" user account, which is given all the permissions available. Admin level users ...

Denis / Michael: After successful Changes-Only and Full synchs yesterday, we opened the MI engine this morning and it began the scheduled hourly Changes synch. After working for a few minutes, it is now (45 minutes later) hung on: "Checking server for changes in Customers/Employees/Vendors/Other Names..." Due to a deadline, we now ...

Thanks, Denis. Email enroute.

Attempted to synch again at EOD yesterday, and the synch did not complete. I got four conflicts about 2.5 hours into the synch, all with the same basic message: QuickBooks returned an error when adding/modifying a accInvoice record. The error was: The item "8A0A0-1285783975" is placed in the request in incorrect ...

Denis - I'll contact you tomorrow, assuming I'm back in the office, to schedule a session. It would be best if I could do this in our off-hours or lunch hour, since no doubt I'll have to kick all the other users out and run QB in single-user. Please let me know what hours you might be available. I have to get this addressed, ...

Our synch efforts have gone haywire. Three main problems, and a question.  If you want to handle these in individual threads, we can certainly do that. 1) The Changes Only synch keeps repeating one single change, typically in the Invoices table. I can't complete a Changes Only or Full Synch. I launched a Full Synch and it started ...

If I exported my Customer records, did some data cleanup in Excel, and then imported them back into the Customer table, would the revised records: a) Update (or overwrite) the existing records b) Append to the existing records c) Crash, because the unique Customer record ID would be duplicated   I know this seems like a simple question, ...

I'm atttempting to use Listbuilder to generate a list of customers whose CustomerType includes "provider" who have transactions since Jan 1 2009. When I fill in those two fields and click Update, the interface grinds and grinds and never reports. I narrowed the search to all transactions since Sept 1 2010, and it ran for almost an ...

Thanks, Ryan... I'll keep digging on the Character Function, and let you know if I need help. Do you want me to email you directly with my image-embedding process, or post it here? Thanks for the file attachment guidance. I'll give it a try.   Lee