Method Community

Hi Dave, 1. Custom fields created in Method will remain on the Method side only. 2. Your custom fields from QB are integrated with Method, but you will have to customize the Method screen and drag the desired fields on the screen so they can be used. 3. Yes, if you are using your custom fields from QB and have added them to the screen in Method ...

 Hi Kevin, Technically you can disable Method's Engine and Listener from always accessing your QuickBooks file.  However, this is not recommended because it defeats the purpose of Method. In doing so you are preventing real time synchronization. Also any data was entered in Method while QB was closed would only be transferred ...

Tal, Thank you for sending me your QuickBooks screenshots yesterday, and for your email describing your process of changing estimates in QuickBooks.   We are still unable to duplicate the behavior you described, however. Right now we are trying to figure out whether Method could somehow be the cause of this, or whether is a result of ...

Custom fields created in Method do not sync back to QuickBooks but custom field in QuickBooks have the potential to be synced back to Method but currently the SDK used to sync with QBO does not allow access to QBO custom field. The SDK used to sync with QuickBooks desktop does however allow access to custom fields. -Michael

Is there a way to tell that the sync is in process? . How long does a full sync take? Today, I noticed that Method shows my inventory quantities are inaccurate. I clicked on the SYNC button to do a full sync today, and the little "daisy wheel" icon appeared briefly, but then disappeared. Then I refreshed the ...

Hi Marti, Can you try to do the following and then tell me if it helps: 1. Click Method Setup icon 2. Under Method Account Settings Tab enter your information and click "Save" 3. Under Appointment Details Tab enter all appropriate information and click "Save Sync Settings" 4. Click Exit 5. Select a single appointment and ...

[quote user="Method_Michael"] Did you create a new screen for this table / does this screen have a grid?[/quote] Yes, I created a custom screen and it does have a grid. I added the custom fields to the grid. When I check the screen, under the custom Tab, the fields all show up, but none of the data I imported is showing up. For some ...

 Hi Michael: No, I don't have QuickBooks open on second computer.  The Method engine should be pointing to the QuickBooks on the first "main" computer right?  I am wondering if when we reset the Computer To Sync with:  (Even though it shows the new computer it did not actually reset and is looking at ...

Paul, Thanks for the tips.  I found QBFC8 in Add/Remove programs, removed it, and re-installed from your link as suggested but I still get the same message when attempting to install the Sync Engine. The message comes real quick, I suppose the installer is checking for the QB SDK components. I'll need some more help, or else I'll ...

Hello Method! We are having some Sync issues in the Bill Table between Method and Quickbooks. Here is the scenario: We have just started entering our Bills in Method. We have entered about 30 Bills. However only about 6 of them are not Syncing to Quickbooks. This is the Error we get in the "Resolve Conflicts ...