Method Community

Hey Joe, You will not be able to transfer that custom field into Google Calendar sync, you can add an Action to transfer whatever that is in the custom location Field into the Activity Comments which do show up in a Google Calendar sync. If you have location data in the Google Calendar event (the 'Where' field in the Calendar Event) it ...

Hi Alex, The following transactions did not have the ability to add custom fields prior to QB 2014: Checks Bills Credit Card Charges Since custom fields for these transaction was not available prior to QB 2014, they would not have been available to sync with previously. I took a look at the QB SDK and it does support sync with these ...

I am using QB Online to sync with Method, one thing I did not notice previously was the fact that Purchase Orders only sync with the desktop edition of QB.  One of the main reasons I decided to use Method was because I needed to customize forms (Invoices, Credit Memos and Purchase Orders) more than what QBO allows.  This is working great ...

Hi Alex, You should not be able to have a transaction with zero line items, it should create a sync conflict in Method. I've tested this and the changes do not sync over to QuickBooks, however a sync conflict is not generated. I'll open a ticket with development to address this, but in the meantime just keep in mind that this ...

Hi Alex, The change to ReceivedQuantity should sync over from QB to Method. If you change it in Method, it should sync over from Method to QB. If you change it in both, the preference you have set under QuickBooks > Synchronize in Method for "If an editing conflict occurs" will determine which value is ...

After the last week's platform undate, the logic behind syncing recieved payments table with QB desktop has changed.  Regardless of whether auto payment or wait for sync approvals is checked or not, Method will sync a recieved payment with QB as auto apply even when "waiting for sync approval" is selected.  This has broken ...

Hi Robert, A "Job" is similar to a Customer, it's sort of a sub-customer. You can use it to track transactions and contact information separately from other "Jobs" of the same Customer. It would be useful to track different projects for a Customer. For example, if you have Customer Joe Schmoe, you ...

OK so this is very interesting.  The client had an issue with the computer that they use to sync with, it was down for a few days and in those days when nothing was syncing they had no problems printing, but the minute the syncing started working again the printing problem started.  We've tested it since then, and sure enough this is ...

Hi Matlow99, What is your goal here? Is it simply to add two fields to the screen?  (1) You mention the screen creates a new contact but doesn't update the original, are you wanting to update or create a new contact?   (2) Method will not sync your custom fields with QB, but everything else should.  However, only the primary ...

Well that's not good is it. My mistake I should've tested this before running you through all the steps. I actually just learned something new, the dropdown field in the LeadStatus table cannot be modified. This is because when a Lead is converted into a Customer our system automatically switches the LeadStatus to Qualified and puts a ...