Method Community

[quote user="wmousseau"]Please let me know if you have any thoughts/insight.[/quote] The Method Integration Engine does not trigger any popups in this regard.  It sounds like this is a popup from QuickBooks so we have no control over the information in that window. If you think there's an issue with the Sync engine you can ...

Hi again, So about conflicts…they are a royal pain. It's difficult and potentially dangerous for us to offer a option to resolve all conflicts on mass because conflicts are unique to each account. The Method record ID will always be a number only and never contain letters or special characters. I think the  ...

Hi viret56, Just wanted to share my thoughts and see if it helps.In Method under QuickBooks>>>Resolve Conflicts you'll see synchronization conflicts between Method and QuickBooks. Sometimes the message is easy to understand and sometimes it's not. It helps to know that the message comes directly from QB…so ...

Hi John M, You can definitely delete invoices and an estimate in Method and Quickbooks and it will definitely make the proper changes in the other respective application. For that specific invoice conflict, you can figure out why the conflict has occured by reading the message that appears below the Filter, Date Time, Type, Table, Record ID, ...

Hi Jeff - I believe the reason it's not showing up in QB Online is that it it is actually deleted in QB Online. What you need to do is: 1. Go to QB Online. 2. Go to your Customer Center.  3. Click the Show Deleted checkbox. 4. Find the customer you are referring to. 5. Click on them. 6. Then click the Restore button. 7. Then you ...

Paul   Thank you for qucik response. The account is still not showing in QBonline but is showing in Method CRM  and when I have I get no error message. I sync the two and still not displaying in the QBonline I am seeing a new resoilve in Methods after synce that reads Could not add/edit the Entity 'assistedfertility.com ...

Blake, I was also having a sync error with unit of measure... I have come to conclusion I do not like UOM. I finally ended up adding a linked field to the item table for the base abbrevitation...my conflict error went away for this.   So....which approach is more efficient for searching; usage, etc or does it matter... doing a lookup for ...

Thought I would share an update on getting UOM on my Estimate and SO line items working correctly... When syncing with QB, Method was having a conflict trying to map 'By the bag' or 'By the gallon' UOM. It was trying to map and sync the UOM on an Item using these phrases rather than the 'bag' or 'gallon' ...

I'm still foggy on this one, so I'm not sure that it helps everyone.  Me and another user stared at it for a while and couldn't figure it out. Although we can see some fields are different we couldn't figure out when to use an appointment, when to use a task and when to use an activity . . . they all sound so similar.  ...

Interestingly, the error messages went away...maybe because I requested a full sync, which happened last night. However, I did notice that the additional fields that I added to the SalesReceiptLine were there. They are dropdown fields (not linked) that use an existing table (such as the customer table). So my next question is, how do I delete ...