Method Community

[quote user="micheleh"]Is there a setting that  I need to change?[/quote] It sounds like the Transaction History timing is set too low for your estimates.  By default we only reach back 31 days into your transaction history, longer than this and you'll need to adjust your default settings. Go to the tab Quickbooks > ...

Thanks Chad, I look forward to hearing what you come up with because I needed to do a similar import for deposits (only 400 records), and am now running into another problem. I was able to import into the DepositTotal field without any problems. I also imported my deposit lines and all looks fine in Method.  Then I did my QBD sync. Checks ...

@jnairn - three things I'll add to what Val wrote is: - Our gmail gadget is using "Google Contextual Gadgets" which are only applicable to Google Apps accounts (i.e. the paid business version of gmail, not the freebie gmail). - If you use Google Apps, you can currently sync it with Outlook using Google Apps Sync. That's what we ...

Michael - My understanding is that in order to create a PO, you need to select a vendor, not a customer.  So, in order to do the proposed method, I would have to create a second instance of every customer as also a vendor?  Or can you merge and link them in Method so you have one entry viewed as vendor OR customer which will then sync ...

Hi Heather, In order to fully take advantage of sales orders in Method you would need to upgrade from QuickBooks Pro. Since Pro does not have sales orders you will get a conflict when you try to sync sales orders. What you could try is checking wait for sync approval on the sales order, that will prevent Method from trying to post the Sales ...

[quote user="tdehmlow"]  I have hundreds of open POs. When I am entering a bill and go to select from the list of open P.O.s there are only 17, most fromt he month of November 2010. How do I access the others? [/quote] Welcome to the forum! I'm going to go a step further and suggest that under QuickBooks ...

  Thanks for the clarification Ryan. It's a bit disappointing that Intuit is not supporting the new fields in the SDK, but they are good about not breaking legacy functionality so building the extra fields into Method sounds like a good solution. One final point of clarification.  Will the import tool "join" the ...

Okay i checked and there are no Reports being generated and no scheduled reports We do have some generated ones but they are all "inactive". When I tried to log into quickbooks and method launched,it looked like it was okay, but when I went and tried to do a "Full Sync", method freezes and will not do anything, indefinitetly. I ...

 Hey Phillip, So I've tested it out on my side and it seems to be working now. If you make an overpayment, you will be prompted with a message asking if you want to overpay. Once the payment is saved, it's pushed to QB then QB sends back the data for credits. In order to see the credits you need to make sure that QB is open so it ...

Hello, Is your online backup automatic or do you manually schedule it?  The online backup wouldn't work only when Method is doing a changes only sync and you can see when it is performing the sync by opening the engine and looking at the status. If you are manually doing the backup then you can push it between changes only syncs. If ...