Method Community

For anyone following this thread, the bug with MethodAPIActionSendToDesktopV2 for QuickBooks Desktop sync has been fixed. You should now be able to sync transactions real time with this endpoint.

"Does Method include all transactions for a given client when any of the client transactions are synced?" Nope.  Transactions are synced what transaction type at a time, and are mutually exclusive of each other's open status. Paul

Any table in particular that you are seeing this in? For example, Sales Orders would be anything that is open.  Open means that IsManuallyClosed=False and IsFullyInvoice=False. Paul 

Hi James, It doesn't sound like you missed a step.  Are you sure the sync went through?  I tried the steps again and it worked on my end.  Try syncing again and look at the sync engine to make sure the sync went through by checking the Quickbooks tab > Synconize tab link and look the date and time of the last sync. ...

Hi rgatton, I believe the issue you're having is that the TenantID field is locked. This is standard for all accounting tables (tables that sync with QuickBooks), as changing this will certainly cause issues with your sync. If you want to add data to a specific tenant, you should be specifying that tenant name in the strCompanyAccount field. ...

 Victor, No luck.....I also had the "Assign QuickBooks categories" activated.  I thought maybe this was causing the problem.  I've inactivated this feature and I'm still getting the same result.  :/

Peter, Sorry for the delay in getting back to this.  Other business has been higher on the list. We are running Method Classic and QB Desktop. Okay we understand the following: At this time the MethodAPIActionSendToDesktopV2  does not work for syncing with the DeskTop QB.  We understand that Method is working on ...

Yes, it has done a full sync.  But what I think you're missing is that it won't even save this info in Method.  If I put a cc card in Method, switch to another customer and then come back to the customer with the cc, the cc number is gone.  So that doesn't seem to be a sync issue to me.     

I have an issue that occurs once or twice a week where the Method Integration Engine gets stuck in the middle of a sync and never completes. It will stay in this state for days if I don't restart it. At the bottom of the window it says that it is connected, but the sync won't finish and no other sync can start. There are no other ...

I created a custom field in QB: The label/name is "SPECIAL ORDER" When I export the IIF file from QB for the Items table, the field has the official name "CSTFLD4" In Method, the Column "SPECIAL ORDER" shows up in the Items table, which is good. However, as a test, I populated an item in QB with a ...