Method Community

After the last week's platform undate, the logic behind syncing recieved payments table with QB desktop has changed.  Regardless of whether auto payment or wait for sync approvals is checked or not, Method will sync a recieved payment with QB as auto apply even when "waiting for sync approval" is selected.  This has broken ...

Hi Robert, A "Job" is similar to a Customer, it's sort of a sub-customer. You can use it to track transactions and contact information separately from other "Jobs" of the same Customer. It would be useful to track different projects for a Customer. For example, if you have Customer Joe Schmoe, you ...

OK so this is very interesting.  The client had an issue with the computer that they use to sync with, it was down for a few days and in those days when nothing was syncing they had no problems printing, but the minute the syncing started working again the printing problem started.  We've tested it since then, and sure enough this is ...

Hi Matlow99, What is your goal here? Is it simply to add two fields to the screen?  (1) You mention the screen creates a new contact but doesn't update the original, are you wanting to update or create a new contact?   (2) Method will not sync your custom fields with QB, but everything else should.  However, only the primary ...

Well that's not good is it. My mistake I should've tested this before running you through all the steps. I actually just learned something new, the dropdown field in the LeadStatus table cannot be modified. This is because when a Lead is converted into a Customer our system automatically switches the LeadStatus to Qualified and puts a ...

 Chad, I should have provided some better information the first time around. I attempted to clear all the conflicts on 6/2/12-  They reappeared. Our transaction history sync is set to 60 days.  We keep previous year information in our active QB file.  So the archiving had to do with all transactions prior to 12_31_10. I ...

Could not add/edit the Customer 'assisted fertility.com'. The response from QuickBooks Online was: CUSTOMER_INVALID_SYNC_TOKEN - Sync Token has expired or is invalid. Requested Sync Token: 1, Expected Sync Token: 0 It is in CRM Resolve Conflicts for this date  Assisted Fertility  Dec-28-2011 09:08:15 AM   Since thge 22 of ...

Thank you Michael, for your prompot answer. I had the invoice number already sorted out; my question isthat I am trying to create an Invoice from a Work Order in Field Service Center, and the resulting invoice has no BILL TO or SHIP TO addresses. I am using the Method Screens, so I am not sure if I am doing something wrong, or if I am supposed to ...

Hi Beth and James, I wanted to just add in some of my own, personal feedback, with my experiences with Citrix and Terminal Servers.  I actually helped Right Networks and Insynq, both of which we are partners with, to get Method setup and installed on their environment.  While I'd love to say that our level of involvement during the ...

 Hey Bob, We are aware that this can happen, it has to do with the syncing of Method and QB. If Method is in the middle of a sync, it will not stop on its own so you can close QB. This makes sense because the file is in use and QB is setup to not shut down until all plug-ins are finished sending data. You can manually stop Method and close ...