Method Community

We are having a problem when method syncs with quickbooks it started deleting  the notes in both method and quickbooks.  This started while I was adding info in the territories field in method which is a custome field that doesnt sync with quickbooks.

When we make certain changes to existing transactions in Method (in particular changes to existing journal entries), the changes save in Method, but they won't sync with Quickbooks, and I'm not getting a conflict/error message in the "Resolve Conflicts" screen.  However, I do get the following error message, but I'm not ...

I recently completed some screen customizations and now when selecting a customer from my customer list, I get the following: ERROR: It appears the screen is currently out of sync. Please try logging out and back in to Method. If this is a custom screen, you can alternatively republish. If the problem persists, please contact your ...

I'm getting an error when we try to sync method to QuickBooks. It appears that there is a problem with the sales tax on invoices but we don't see anything wrong with the invoices in QuickBooks. Here is the text from the error, any ideas?     QuickBooks returned an error when adding/modifying a accInvoice record. The error ...

We have been using your system with quickbooks online and noticed a problem with the data matching up. For instance we show invoice # 31469 in Method but then when we go to Quickbooks this invoice number isn’t there.  I checked the sync problem list and there is nothing there about this invoice.  Can you investigate this ...

I am still unable to get Outlook Calendar to sync with Method.  I have uninstalled the old version and re-installed the new.  It worked for a short time, even though I had the old add-in icons as well as the new icons.  Then when opening Outlook, I received an add in error message.  I lost the new icons and was left with the ...

Hi, My company is very new to Method and we've been doing a lot of testing.  Today I entered a Sales Order for a test customer and checked the box on the sales order for Waiting for Sync Approval?  My thought was that this would not integrate into QuickBooks until it had been approved by someone however it did ...

Hello, I am new to Method and fairly new to CRM development. I am trying to switch our company over from Sugar CRM to Method (mainly due to the fact that Sugar does not work with QuickBooks), and have a few questions on how to get this accomplished with as littlepain as possible. I have exported a test "table" from Sugar. In Method, I ...

Hi: We upgraded to a new computer and we need to move our Method account to this new computer which will be the main computer with admin rights (using same company file in QuickBooks as before). We went online into Method under the administrator and under the QuickBooks tab we clicked on the Reset for Computer to Sync with and then did a full ...

Hello, What is the best way to limit access to Method by endusers? I have ~200 companies that I want to provide access to for a salesperson leaving the remaining companies unaccessable. Alternatively, is there a way to limit access by area code?   Also, if I only want Method to sync in one direction (ie end users can not make changes that ...