Method Community

Hi FW The Transaction History is how far back Closed transactions will be accessible in Method. Using your Sales Order example, if you were to change the transaction history from (for example) All to 365 days, Any Sales Orders which have been invoiced or manually closed that are older that 365 days old will get archived. The transactions ...

Hey Alex, I don't have an update for this request at the moment. As for alternatives, I have not tested but worth a shot: let the QB file sit on a dedication machine that will have the time format unchanged to MM/dd/YYY. Set that computer as the Main Computer to Sync To. Now the other computers accessing that file are set to Listener Mode ...

I have installed the Method integration engine on the computer of one of our accounting people, since he has the company QB file open for most of the day. However, I just realized that throughout the day he accesses 3 other seperate QB files. If the sync engine is running and he opens different files seperate from the one synced to my method ...

Hi Marco, A Sales Order is an agreement for your customer to buy something off of you, which you may or may not currently have. It is generally used in a product-based business. Sales Orders are transactions and do sync between Method and QuickBooks, assuming that they're supported by your version of QuickBooks. A ...

Alex, I have been reading this dialogue betwen you and Justin and have some thoughts... Are you talking about needing to track items purchased,/sold by a Serial number(product id)? which is unique? Items in QB is the product, but in Method, your product table would be at productid level? So on a SalesOrderLine,instead of several ...

I'm not sure if anyone else is having this problem... I already have a support ticket open for it.  It's a bigger issue than it seems for us because we do dozens to hundreds of sales receipt transactions a day. I discovered that for about the past 2 months (still checking if it's more) if a staff person deletes a transaction ...

Inder, I am experiencing the exact same issue. I have reset my OpenID and it still just says "Cannot sync calendar. The credentials for this connection with Google have expired or been revoked. To try again, go to My Profile > Settings and turn syncing back on for this calendar." I have used this now for over a year with no issues ...

Not sure where you were replicating them, but when I hit the sync now button, I got an error.  Anyway, Just called greg at tech support.  Turned out to be that my employee needed to sign in to method with google ID.  Once I did this, M was able to sync the calendar.  Greg said that was from a security update that was pushed ...

Hi Scott, I tried calling you but it went to voicemail so I left you a message. In order for Right Networks to sync properly with Method, we need to turn on roaming for your account, which I did for you when I left you the voicemail. The reason for this is that every time you login to RN, Method identifies this as a different computer. For ...

2 questions: INactive customers - do they all come over with the first sync?   Client signed up for CRM & FSM and needs to run parallel with their current FSM product that is syncing to QB.  In order to test though, we need to sync QB to Method. How do we work with a non-live file while doing customization for them and ...