Method Community

 OK, lets start over. I just tested again and the dropdown list of numbers I have in Method is not from my sales tax groups in QB. So, I am back to square one. I noticed something interesting though. All of my sales tax groups were brought over in the sync. If I look under items, all of my Sales Tax groups are there. However, when I ...

Hello, Regarding Heather's reply - this sounds legitimate and should work, however one thing I did want to add is that the method (pun intended) above will cause all your "test" data to go over to your legitimate QuickBooks file, which will appear as conflicts under  QuickBooks -> Resolve Conflicts section. A work-around to ...

Hi Amanda, I think I have it figured out now. I was assuming that a 'lead only' contact's estimate would not synchronize w/ Quickbooks. From reading this reply, http://www.methodintegration.com/cs/forums/p/492/1588.aspx#1588, apparently lead status converts to a customer when a transaction such as estimate is performed. I didn't ...

Even with "all customers" it is still showing only our customers that start with numeric digits or the letter A.  There is nothing beyond that.    The last refresh date shows : Last performed 7/20/2009   When I sync now, it still stays the same, with no error messages.   In addition, no transactions for ...

 Ok then 2 pieces of feedback: For the developer this makes sense, but for the end user, they will need more customizable options for resetting their method database account. It is my experience that many times when multiple errors are encountered, being data damage (I’ll post for this at a later time) or missing list elements that many ...

Hey Joe, You will not be able to transfer that custom field into Google Calendar sync, you can add an Action to transfer whatever that is in the custom location Field into the Activity Comments which do show up in a Google Calendar sync. If you have location data in the Google Calendar event (the 'Where' field in the Calendar Event) it ...

Hi Alex, The following transactions did not have the ability to add custom fields prior to QB 2014: Checks Bills Credit Card Charges Since custom fields for these transaction was not available prior to QB 2014, they would not have been available to sync with previously. I took a look at the QB SDK and it does support sync with these ...

I am using QB Online to sync with Method, one thing I did not notice previously was the fact that Purchase Orders only sync with the desktop edition of QB.  One of the main reasons I decided to use Method was because I needed to customize forms (Invoices, Credit Memos and Purchase Orders) more than what QBO allows.  This is working great ...

Hi Alex, You should not be able to have a transaction with zero line items, it should create a sync conflict in Method. I've tested this and the changes do not sync over to QuickBooks, however a sync conflict is not generated. I'll open a ticket with development to address this, but in the meantime just keep in mind that this ...

Hi Alex, The change to ReceivedQuantity should sync over from QB to Method. If you change it in Method, it should sync over from Method to QB. If you change it in both, the preference you have set under QuickBooks > Synchronize in Method for "If an editing conflict occurs" will determine which value is ...