Method Community

i went to do another synch (as i just go in and do the synch on the main computer w/ the qb file open etc, manually, not continually sync) .. but there is no 'm' icon in the sys tray - but that's where i sync'd it last time and so shouldn't i see that and get a sync going?

Hi MikeB, Glad to hear you are back up and running! There weren't any outstanding sync issues yesterday that would explain this outage. We didnt recieve any other reports of sync failures,  so likely just a once off. If it happens again, please dont hesitate to contact us, and We'll be happy to assist. -Ben

after youset up this function correctly. where are the invoices ? Will they be on the same screen as the current screen . I cant find any more than one invoice for each account.

Hello,  Thanks for your question. The answer to this depends on the version of QuickBooks you are using with Method (i.e. QuickBooks Online and QuickBooks Desktop).  If you are using QuickBooks Online, you can find deleted customers by changing your filter to view 'All' customers. Since customer's in QuickBooks Online are ...

Steve Yes, we would be able to call a 3rd party API any time a new order is created within Method. Example - I create a Sales Order in Method.  Clicking the ’Save’ button initiates a call to 3PL that pushes order information into 3PL.   Yes, we can query an outside API to retrieve information like tracking numbers ...

Hi, Any news to this fix? Or, is it something we need to change in QuickBooks? My clients would like to consolidate all QuickBooks client to single machine, that is one machine to work on multiple QuickBooks files. In this case, date format can not be switched anymore, and that will make it impossible for some company file to sync with ...

Hi Dan, The QBO Location field is actually located on the individual transaction tables, not on the Customer table. It’s a stand-alone field that is set individually on each transaction independent of the customer record. As such, you’re going to have difficulty using this field for the workflow you described. If you’re going ...

Hi VLocke, As long as you are creating the table and fields from within Method, you shouldn't have to worry about this new table (let's call it "Customer2") syncing with QuickBooks.  Method isn't able to create fields/tables and have them sent to QuickBooks.  The only time this is even remotely possible is ...

Yes that was it! Everything is working now.  I hate that All Mail folder, so I'd turned it off in IMAP.  It was interesting to learn that the gadget uses IMAP.  Since that doesn't come turned on by default when you set up a business Gmail account, maybe that should be part of the setup instructions? I had already enabled ...

Sam- [quote user="smohyee"]A relevant question I'm working on answering: where in Method is the action that changes the value to the "Invoiced" field? Answering that would lend some clarity to the process.[/quote]  QuickBooks actually handles this. When you create an Invoice from a Sales Order the Invoice gets pushed ...