Method Community

On occasion there is a problem with google calendar sync that causes the auto sync feature to stops working.  It would be great if there were a way to manually sync all user profiles to google calendar with one click, rather than having to go into each user profile to do so.  Might this be a feature you could add? 

Getting more instances where our sync engine freezes and the listener crashes.The sync engine is using about 150 Megs of Ram when this happens. Win2003SBS.  QBEnterprise9 i think. no config changes.   Used to run the server for weeks without any issues and this has been creeping up with more frequency, now happened twice today. I ...

Hi Justin, 1. Sent to email will be sufficient.  2. Yes, I can create the invoice via Method and sync automatically to QB. I have question on the field though, What does it mean by pending invoice? is it not sync to QB? Who is going to approve if "Wait for Sync Approval" checkbox is checked? What does it mean by ...

Hi James - Thanks for the insights. We've been working with the other customer offline, but I wanted to see if this issue is still happening with you or something you've seen in the past. If still happening with you, we would be happy to have someone reach out to see what we might find in your specific scenario as there a number of factors ...

Ben, That's a solid answer if I've ever seen one. Thanks! So, if it's fully invoiced, the IsFullyInvoiced boolean will be TRUE, and IsManuallyClosed will be false, because the two cannot coexist. So the ONLY way we would get this message would be in a scenario where a sales order is already fully invoiced, or zeroed out, synced to QB, ...

I'm getting the same error message when trying to view an Estimate in print preview. We clicked the Synchronize button next to Changes-only Sync.  It now shows that it synched within the last 1/2 hour.  However, when I try to view the same estimate again in print preview, I'm still getting the error.  Any other ...

Actually this situation happens a lot where you have an invoice with no Line items.  Method user starts to enter in a record, then decides doesn't want it.   I agree it shouldn't be that wsay but it happens. Once a Customer is entered then Method "saves" the record to generate  a Invoice or SO header record. I ...

   Thanks Fran for the insightful response.        In summary, you can use Opportunities to track your pre-sales activities.  It allows you to add activities, estimates, invoices and any documents you have that relate to your pre-sales actions.  You then have everything in one spot so you can monitor how the ...

Allison, Unfortunately, you cannot convert a customer back to a lead. Once the customer is entered into Quickbooks (QB), there is no turning back! If you sync an estimate to QB the lead will automatically be converted to a customer because in QB the estimate must be attached to an existing QB customer. Like you said, ...

Hello again swm023, [quote user="swm023"]What is the best way for him (us) to create a subcustomer when an opportunity closes and be able to create invoices and have everything sync correctly with QB?[/quote]Not sure how well this will work for you but what some of our clients do is create a new Customer and select the "parent ...