Method Community

My long term goal is to cut off contact between Method and quickbooks. I want Quickbooks to be uploading to Method but not Method to Quickbooks. So are you sure there is no way to do this? Re: New Lead Contact By Method_Justin in Method General Q&A Hi Allison, Contact is a required field, there is no way to do this. ...

Hi  Teahconnect, From the scool of hard import knocks,  whther you use Method import feature or QB, to save yourself grief make sure that your names and addresses do not exceed expected field lengths.  I don't have them at my fingertips but if you google "field length for QuickBooks" you can find them.  I ...

How do you usually handle this situation when you are in Quickbooks? (Expense? Bill? etc.). Depending on how you would do it in Quickbooks, you're going to have to mimic that in Method using customization. The reason the cost field added did not work is because it is a custom field and it doesn't sync with Quickbooks. I should have ...

Hi Ivana, Changing the password for your Method account would cause this to happen only if the Method Integration Engine is logged in with your username and password. From the computer running your QuickBooks file and Method Integration Engine, first make sure QuickBooks is running and open to your company file. Double-click on the ...

[quote user="Blake C"] Okay, here's another situation related to Invoice data sync conflicts from Method to QB. Let's say I have a Sales Order with a single line item for Construction, Qty 1, Amount $10,000 I bill the customer for this order over two weeks. The first invoice syncs to QB and causes the Sales ...

Hello Gregg,      There is the ability to sync with a Google Calendar and Outlook calendar to see where meeting conflict with other appointments.  Both work in similar ways.  Users can sign into their Method account with their Google OpenID.  Method will then create a Method calendar in your Google ...

We've been back & forth on this numerous times. Every time I try to update our item database using the IMPORT tool, the lack of speed is worsened by the fact that Method somehow creates a duplicate/ghost UnitOfMeasureSet entry, haphazardly, and for no apparent reason, for random products (in this case, so far about 763 of them -- last ...

The issue was caused by a mass deletion call via the API. More than 30,000 items, intention to delete all INACTIVE items in order to clean up the QB database. Problem has been solved by connecting to the QB database via QODBC read/write driver and performing a mass SQL DELETE query via linked table in MS Access on the Quickbooks side, which ...

I have a situation where group items are needed. I've been able to get them to show on the screen, calculate, print etc., The problem I'm having is when I need to update the description of the group item itself. Items within the group are not a problem. When I update the description of a group item on the estimate screen in Method ...

When a new customer (parent) is created, if there is a date in the JobStartDate field I get a conflict saying that this is already a job, and any subaccounts created in Method are not synced in QB. They will only sync if I delete this date value. I follow this logic and it makes sense, as the presence of a value in the JobStartDate field makes QB ...