Method Community

Hello again, so now my admin station running method looks like its running a Full Sync. This is the second time i've seen it do that within four hours. Neither I or my coworkers asked method to run a Full Sync, but it seems to be doing that. Its taking a long time to finish. Is there a reason why method is doing this on its ...

3 related questions: 1.  Do custom fields created in Method and the data that is populated into those custom fields sync with QB and feed the data from Method to QB? 2 . If I create custom fields in QB, will those custom fields automatically get created in Method, or do I also need to create the same custom fields ...

I received a payment from a customer for 2 invoices, applied the payment to the invoices in QuickBooks, and in QB the customer balance shows as $0. However, in Method the customer still showed a balance due in the customer list. I ran a full sync just to be sure. The customer center shows all of the transactions, but apparently was ...

Thank you Audisho, I double-checked everything and even deleted the test customer and recreated it, with a different email address that was never in the system before - it is still not working. I'll call tomorrow to get that fixed. CDvin

Hi Tom, There are a couple of possible reasons for this.  One could be conflicts.  Go to the Quickbooks tab > Resolve Conflicts.   If there are any conflicts there, those need to be resolved, especially if they are invoice conflicts as they may be preventing QB from syncing.  A good way to troubleshoot conflicts ...

Dave- Are they actually going to File > Shut Down on the sync engine? Clicking the X on the Sync Engine doesn't close it down. You can also try doing a reinstall of the Sync Engine ( You can find the full steps HERE on page 13) -Michael  

Hi Alex, Upon further inspection, it appears that you cannot add or modify QB custom field data through the SDK for any transactions that already exist. I’ll stress this again; this is a limitation of the QB SDK, which is developed by Intuit. Unless Intuit decides to add this feature to the SDK, it is impossible for us to add it to our ...

Hi nick_warren,   Sorry about the delay, it's been a busy week.   The API can only access data in your method account. In the scenario discussed above. After method syncs the refund to quickbooks, quickbooks updates a balance record. Method does not know this. The only way it can know about the change in quickbooks is ...

Hi FW The Transaction History is how far back Closed transactions will be accessible in Method. Using your Sales Order example, if you were to change the transaction history from (for example) All to 365 days, Any Sales Orders which have been invoiced or manually closed that are older that 365 days old will get archived. The transactions ...

Hey Alex, I don't have an update for this request at the moment. As for alternatives, I have not tested but worth a shot: let the QB file sit on a dedication machine that will have the time format unchanged to MM/dd/YYY. Set that computer as the Main Computer to Sync To. Now the other computers accessing that file are set to Listener Mode ...