Method Community

Hi Micheal, Sorry for the late reply. I've actually been able to reproduce this issue. I'll put a ticket in with the development team to have a look at it. As a temporary measure, you can go to the QuickBooks tab group > Employees > Time Tracking and uncheck the "Wait for sync approval" checkbox for the time entry and ...

Hi Lance, Try a basic sync test by adding a fake customer directly in QB and cconfirm the change makes it's way to Method as expected. Follow up by modify info for the same customer (e.g. phone) on the Method side and confirm this made it's way to QB. Assuming the above works, the issue you are experiencing could be that you are adding a ...

Hi Bryan, The short answer is yes, its capable.  Both of our hosting partners, Insyq and Right Networks, have managed to get the Method sync engine to work with their hosting solutions.  I believe there are others that have been able to get it to work as well.  With that said there are some considerations to take into account. ...

We had to restore the previous night's backup copy of QBES, losing a morning's worth of transactions/customer entries/time entries/etc. During a full sync, I see all the transaction made during the morning marked "DeleteFromDesktop" in the Resolve Conflicts tab. Clicking "Retry" does nothing (they do not get re-added) ...

We have a very large QB company file. Currently it is sitting at about 150 MB. We have about 7,000 customers and about 10 years worth of transaction history. I would like to do an archive operation on the QB file to reduce the file size and make it faster to work with. The problem is, I absolutely do not want to lose all the transaction data. I ...

Hi Shannon, You can email me the details of the conflict.  I'm still a bit confused how inactive customer got into Method.  Is it possible to delete the Customer in Method and re-enter them? - Adam

Hi Annette, [quote user="VARC_Annette"]1. Can you export it to Excel o CSV?[/quote] There is no button to export on the calendar page but you could add an Export Grid to Excel button to the Work Order List screen.  It would be preferable to export from a grid since we have an action built specifically for this - ...

Hi JohnM, [quote user="John M"]QBO>Method> all method printed reports[/quote] Where are you looking for the printed reports? While looking at the phone field from QBO I noticed that it was not updating after a sync.  I'm not sure if you recently changed your number but this could be the cause.  I've submitted a ...

Here's what I did: Created a button called "Submit Order". For existing "draft"or new orders, the "Wait For Sync approval" checkbox is checked. It can only be unchecked by using the"Submit Order" button. Anyway, upon clicking, the actions that occur are: Uncheck "Wait for Sync ...

[quote user="Blake C"]When does the Qty Invoiced number change on a Sales Order line item?[/quote] You'll need to wait for the sync engine to catch up on this one.  First your sales order needs to get posted, then your invoice needs to get created and posted to QB.  After syncing everything should be updated for you - ...