Method Community

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 ...

Thanks for the clarification. Yes - If you have a password set for the closing date in QuickBooks, the API will still add the bill to Method, however, the bill will not sync to QuickBooks (A conflict will be created to identify that you tried to create a transaction in a closed period). Based on your respose, it sounds like you have ...

Hey Jonathan, That will not work. Both Leads and Customers sit on the same table 'Customers' the only difference between them is a boolean field called 'IsLeadStatusOnly' - if this field is set to True, it does not sync the record over to QB and allows it to sit in the Leads tab. But as soon as this field is set to False it ...

Hello Andrew,    Glad I could help.  I have recently seen Method users who need to reauthorize the OpenId Calendar sync.  I can make a note for others who do find this post and are having similar issues.  Try these: 1. Make sure Enable syncing with Google Calendar is checked in your Google Calendar menu. 2. Sign in ...

Which table is it that you're working with? If it's Leads that you're dealing with, all the data is Method-only and doesn't sync with QuickBooks. If it's Contacts, the data does sync with QuickBooks and therefore any records you remove will be deleted from QuickBooks as well. This Help Center article explains how to use a grid ...

Thanks Nick for the quick response. The Method Integration Engine will respond to the first QB company file that was open which has ties to a Method account.  In other words, if only one of the QB company files is set up to sync with Method that is the QB company file the MIE will look at. If they are both set up to sync with Method it will ...

 Unfortunately the fix you introduced - whatever it was - has introduced another set of problems. 1) The LineTotal of items is being replaced by Cost. before update... note LineTotal... and after "Update"... 2) No estimate will sync with the system.  Newly created or freshly-edited, I'm getting sync errors on every ...

Hi Danny Thanks for this - traced the issue. In the api set-up you can't simply use the "field for Outlook" selection - you need all fields selected to make Outlook Sync v2 work. Also - secondary question We have now synced to the main Outlook Calendar on our first user. Is it possible to select a specific "Method" or ...

Richard - One tip for you.  If you have the "Wait for sync approval?" checkbox checked on the Estimate for a Lead Status only customer, it won't send the Estimate and won't convert the lead to a customer until you uncheck the "Wait for sync approval?" checkbox. That way you can still prevent leads that have ...

 Hey Bob, I just wanted to add in the steps on how to disconnect and shut down the Method Sync Engine. 1, Right click on the Method Icon in your task bar and select "Display" 2, When the Method Sync Engine pops up, click "Disconnect" 3, Click File > Shut Down After following these steps, Method will be closed.