Method Community

Hi sbonner, You'll want to take a look at the actions for the Text Change event on the Customer:Job dropdown. Here's a screenshot: As you can see from the action list, the dropdown is configured to set Wait for Sync Approval to Yes for Customer Leads and No for Customers, once the text in the ...

Hi SalesMan, I do believe I know what the issue is you are experiencing after the Sync Engine Update, this shouldn't have anything to do with your "mistake #1".  When you perform the update, you need to have QuickBooks generate a new "Method Sync Engine" Certificate.  The only way this Certificate will get ...

Hi Alex, From the looks of this Loop, it appears you are trying to Add a Vendor type entity into the Customer field of the BillLineItem - This is not possible. Its strange you are not recieving an error message, as I tried to do the same thing and was consistently given an action sequence error when trying to insert the Bill.Vendor into the ...

Hi David, The backordered quantities listed in QuickBooks are progressive columns. These values are not stored anywhere, but are simply calculated numbers that are displayed on your transactions. Since this data is not stored in a field on a table, it’s not something that is available for us to sync with. As such, I don’t expect this ...

Radwan, Another question.  Everything indicated that I needed to delete this extra customer.  So I did and I did full sync but not you can see the total balance due but the invoices that make up the total balance are not showing up on the customer transaction list like other invoices.  The invoices are still in QBO. ...

Adrian, There isn't really much I can add to my last post here.  Because price levels are not setup within Method from stock screens, then all characterists with your Retail Price Column would be customized.  It appears that this screen is designed so that you are unable to pull the price list information from ...

Hi swm023,  The best way to do a Changes - Only Synchronization is by opening up the Method Integration Engine, selecting the "Synchornize" link, and select the option of Changes - Only Synchronization.  If you are already in Method, you can go to QuickBooks > Synchronize, and click on the Sync Now buton right beside the ...

cpitts- This conflict message comes straight from QuickBooks and it is not something Method can control, it's basically telling you that the change you want to make can't be done because QuickBooks is still using the record. Method tries to push the change but if QuickBooks has the record locked then Method can't apply the ...

Navitha, Using a scheduled report in Method is exactly like printing a report from QB it has the same restrictions and options. You could create a report to display this in Method using Method Report Designer. It would be a report based on the invoice table where the Balance is greater then 0 and the TxnDate is between a certain range. We have ...

 Hi Steve, This is actually a QuickBooks SDK bug/issue. The message you are getting under Resolve Conflicts will probably read: “QuickBooks returned an error when adding/modifying a accTimeTracking record. The error was: Failed to save the Time Tracking transaction. The employee has the checkbox ''Use time data to create ...