Method Community

Hello Cheryl, Here's my answer. Work orders does not sync with quickbooks, you have to create an invoice of the work order in order to sync them with quickbooks. In regards to Estimates make sure that the Wait for Sync Approval is unchecked on the Field Service Center -> Estimate -> Add/Edit Estimate Screen, this will ensure that ...

Hi Mike, It looks like QuickBooks doesn't like receiving an empty field after it has been populated.  I did several tests based off what you said, and agree if you add a note in Method for a Customer, sync to QuickBooks, then try to blank out the note from Method, QuickBooks doesn't allow this blank value, so it keeps the ...

[quote user="pdirect"]How does the Method sync fit into that process?[/quote]  The process is pretty simple from our end.  Method will sync based on the ID numbers from QuickBooks so as long as these don't change durning the upgrade then you'll be fine.  Method won't even be aware that anything has changed at ...

Blake- What version of QuickBooks are you using? Did this error come up in QB or Method? If the error comes up can you get the exact error message or take a screenshot and send it to me. I personally have not seen this issue before. [quote user="Blake C"] Also, I have a question regarding the Method sync engine. When syncing up with ...

l.maurer, Method is intended to integrate and sync with QuickBooks. In theory you could probably get away without using QuickBooks but it is not suggested. If you’re going to do so, take caution and realize you may encounter screens that may not function as they were designed to. -Michael

Hi Michael - to close up this forum post, just know that there was no actual issue with the QB custom fields after all!  We had just changed our Method password, which caused the integration engine password to be reset.  I realized after your suggestion to do a full sync that NOTHING was syncing.  Thanks for your help.

I understand now, thanks for elaborating. To clarify, the Phone and AltPhone fields are stock QuickBooks fields which is why they cannot be deleted. Why don't you just create two custom fields in QuickBooks when editing one of your customer records, name them Phone 2 and Phone 3. Make sure to put a checkmark in the 'Cust' ...

@MrDigitronic - Method creates a new Google Calendar, one per Method user. That Google Calendar syncs with the user's calendar in Method. In your case, I imagine you'll have your User setup as the crew leader. So for each crew leader you'll schedule a work order in Method, and it will sync to the corresponding Google Calendar. In ...

Method on my computer is no longer syncing with Quickbooks on our main computer. The last sync date was July. Can you please let me know how to fix this? Thanks, Juliet

Hello! I need to know how to change the default setting of 30 days for invoice syncing.  We need access through mehtod to older invoices, as well. Thanks!   Maia Dealan-de