Method Community

Matt and Michael, When you create a Budget/Contract for Hourly or Hour Not to Exceed the charge quantity (Ordered column in QB) starts off with a value of zero. This explains the Full Invoiced and you can test the same directly in QB. Fully Invoiced is removed when adding approved, billable time and re-saving the Budget/Contract. This is ...

Hi Conner, Yes, that’s correct that you want to have it installed on a computer where you can leave QB running. It’s just as important that the QB user has the correct access to the company file however, or sync conflicts will be created. This is why we recommend syncing with the QB admin user. The MIE will not function if you have 2 ...

Hi Suzanne, The new Leads section does not sync with Method as it is not available through the SDK for us to integrate with it.  This goes not just for Method, but for all integrated apps with Quickbooks.  Until this becomes available, Method or any other integrated app cannot sync with it. - Adam

1) We add an e-mail field to the estimate that is separate than customer account bc we have to do A LOT of estimates, and dont' find it necessary to build an account for every potential customer/estimate we do. So we have a "quotes" account that is for all potential customers that have not purchased from us yet. Because there are ...

Hey d.vanbaale, You'll be able to take advantage of Advanced Inventory using our new Sync Engine, however, it's still in testing and is yet to be officially released. Once it's available you can download/install it then utilize those fields. Keep your eyes open for updates on our Blog and Release Notes pages. - Ashur

Ian emailed in the following question:     Danny   I installed the latest release but the sync buttons are greyed out.  What do you think?   Thanks Ian  

Hi Blake, Sorry for the late reply. Generally, TxnLineID sync errors for sales orders are due to either the line already being invoiced, or the item not syncing over to QB yet.  Given that you were able to re-add the item and have the conflict go away, leads me to believe that the item hasn't synced or is in conflict for some ...

I apologize for the inconvenience. We generally sync with all the fields that are available through QuickBooks SDK. But Quickbooks keeps on updating the list and it takes time to implement that with our current version of the integraton engine. We do update our engine based on the updates available from QB. I will update this post once we ...

On my issue trying to use Report Designer (RD) to create a new Statement Of Account, I realized RD does not have enough of a feature set to link Transaction and Customer AND handle filters on BOTH tables.  Instead, I decided it would be easier to empty the Invoice.Memo field and use the QuickBook statement of account report.  I created a ...

Hi Wentsi, Since the Customer Type table is actually a QuickBooks table, it turns out there's an easier way to do this from within QB. You can find how at this link: http://support.quickbooks.intuit.com/support/pages/inproducthelp/core/qb2k12/contentpackage/core/center_customer/pop_ctype.html?family=pro If you don't have ...