Search
You searched for the word(s): sync
-
Hello,
If "Lead Status Only" is checked when you enter a new Lead that means that Customer (Lead) entry wouldn't go over to QuickBooks unless a transaction is performed (sent to QuickBooks) or the checkbox is manually unchecked.
Any transaction be it Estimate, Invoice, etc performed in Method will go over to QuickBooks in ...
-
You need to go to the screen that the transactions are on and actually delete them from there. For example if the non-posted transactions is listing an invoice that isn't posted, go to the Invoice List screen to look at it.
Back to what I just posted a few minutes ago.........this is even more evidence that something is off ...
-
Phil -
Are you sure everything is actually synching up correctly in general?
1. If you go to QuickBooks > Synchronize, what do you have there as the last Full Synchronization date?
2. What about the last Changes-Only Synchronization date?
3. If you open up the brown "M" on your desktop next to the ...
-
Hello Sue,
In this kind of situation where you feel you have done everything correct and Method and QB are still not talking, we urge you to contact your business consultant as soon as possible so that we can restore this function.
Things to think about before contacting your rep;
Have you synced your Method account with another company ...
-
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 ...
-
The following updates are now live for users of Method
New Features/Updates for QBO users
One Sync to handle QBO integration. No more 2 different syncs.
Hyperlink for users to "Perform Sync"
Hyperlink for users to "View Details"
Tooltip to let users know that clicking on "Perform Sync" is not necessary ...
|
|
|