Method Community

-- 10:39AM EST Update: Received news that the Sync Engine should now be back up and running. Please verify by completly closing down the engine (that includes confirming there are no running proccesses of the runtime in your Task Manager) and reopening. Please follow up with the outcome. Thanks, - Mortaza

Shelly, Usually if this message comes up on the screen it will happen when it first loads.  You mentioned this happens when you select a customer.  Does that mean a pop-up window appears when you click the select link?  If so, make sure that you also re-publish the pop-up window that is being called when you click the select link. ...

Richard - By syncing I mean that I expect that the iPad app would keep a local copy of your customers, work orders, items, employees, etc. and store them on the iPad. That way you could work away while offline and then sync when you get back online again.  This adds tremendously more work for your developer because they have to ...

Hello thesolarguys, I have created a support case for our team to assist you with this issue. They will schedule a time with you and troubleshoot this over screen share. Regards, Inder

Hi there Brian, Sorry to hear you are having troubles! When the sync engine logs out - are you seeing any errors display in Windows? Is QuickBooks shutting down at all? You may just need to reinstall the sync engine to get this working again - You can find the complete Uninstall Steps in This Help Centre Article Thanks Brian -Ben

 Hey LorPete, To finish what you did, do the follow; 1. Open the file in QB 2. Open the Method Sync Engine, click connect Once this sync is finished, Method should populate the QuickBooks tab with the correct company name. If you are still having problems, please contact your Business Consultant and get this corrected.

Hi dkoben, Apologies for the inconvenience here - Method does not yet sync with QBO CreditMemos.  This is the reason why your CreditMemo table is currently empty.   It is on our future roadmap to integrate with additional QBO transactions like CreditMemo, however I do not have any timeline of when this would ...

Just to add to this, our team is looking into the issue with syncing with the BillingRateName field. Once the issue is resolved, we will sync with the value for example, Level 1 from the below screenshot. However, due to QuickBooks SDK limitation, we don't sync with the Fixed hourly rate or Custom Hourly rates as shown in the ...

Hi ITfromValor, Method is not an accounting platform. It is a customizable CRM that integrates with the QuickBooks accounting platform. If you avoid doing anything accounting related in Method, then I don't see any reason that you should run into issues should you stop using QuickBooks. At times however, you may be required to perform a sync ...

Hey GroGreen, I do not recommend that you sync a new QuickBooks database to your existing Method account. Even though you can copy the data between QuickBooks databases, Quickbooks will assign unique RecordID's and TransactionsID's to every transaction/record. Method uses these RecordId's and TransactionID's to match up its ...