Method Community

The following updates are now live for users of Method. Features Simplified workflow on download sync engine from email page (PL-8039) Fixes Fixed issue where sync the authorization code sent to an existing method user was linked to the sender. It is now linked to the user sent the instructions ...

An update - we are still waiting to hear back from Intuit on when/if they are going to allow syncing with Resale Number in QB Online.  We have pinged them again to see if they are getting us the answer this week as promised. Paul

Hello Dieter, Are you calling MethodAPIActionSendToDesktopV2 after populating data in FinalDueDate and GenericName fields for the respective SalesOrder? If not, doing so should solve the issue.

Hi Maureen, Thanks for bringing this to our attention. This appeares to be the case for my own test accounts also. WE are doing some investigation here and will report back with any updates. -Ben

This is still an ongoing weekly issue for me. In response to this issue, I believe that Method CRM has been developing a method for receiving notifications when issues occur with the sync engine, which I think would be very helpful. Knowing when the sync engine crashes or when a particular sync is stuck would mean that we could prevent these ...

Paul, I agree and I am using Method API to access data in Method and push data into Method directly from my web apps.    I came upon one situation in ItemInventoryAssembly (IIA) where if I make edit changes such as add new parts to an IIA item, the changes do not sync to QB.   Apparently the IIA edit changes and ...

Hi Mike, Glad to hear you were able to get this working.  That would totally explain why you were not able to get the connection to work with Method and the API.  In terms of picking a specific calendar that you want to sync with, this isn't something it can do right now.  Normally the default Outlook calendar is what the ...

In the past I remember the sync engine automatically connecting as soon as the QB file is opened on the main computer (where sync engine is installed), now since we have a new main computer (with sync engine installed),it no longer auto connects, but rather I have to remember to open the sync engine and log in with creditidenitals each and every ...

My concern is estimates as our sales cycle is a long one, our estimates sit for 3-6 months before closing. I went to Quickbooks tab>transaction history and changed it to 365 days, and changed each item under that to 365, synced and still no transactions older than 365 days. On a seprate note, we have done our initial sync and I am getting ...

How do I fix a sync issue with quickbooks? It now appears that after fixing the issue of the sync process deleting my notes in quickbooks, method will no longer sync the notes from quickbooks at all??? i have even tried manually entered the same info into the notes in method and they won’t even save much less sync!