Method Community

Hi EED, In QuickBooks and Method, Customers and Jobs are considered "Entities". To create a Job of a Customer is to create a sub-Entity of a Customer (or essentially, sub-Customer), so the name of a job is stored in the same Name field that a Customer's name is. Every Entity/Customer in QuickBooks has a Primary Contact ...

Hello Blake C, Here's my answer. I tried the steps you mentioned above and replicate the same issue as described by you. I believe once you are trying to clear the "Subitem of" field in Method and you send back to QB,it seems like it does not like the blank value since you can change the value to something else and there is no ...

Hello Jason,    I would strongly avoid condensing your QuickBooks file if it is connected to a Method account.  It would have adverse affects on the Method database.   You would run into very large problems including many conflicts.    The article you have read is not an official Method article from the Method ...

Hi mlwells, If you're going to use a different QuickBooks file then you will need to create a new Method account. In order to keep your data you would need to either re-enter it in your new account, or export it from your current account then import it into your new account, however this won't be easy as it is a flat file import ...

John - If the server is off, and the server hosts your QuickBooks database file, then there wouldn't be any syncing going on while it is off - but it doesn't sound like that matters. You can continue to use Method when the QuickBooks server is off in your office. It will just be using information that was last synced through ...

Hi, According to Microsoft, the message "The following Microsoft Office solution cannot be installed due to a general installer error: OutlookMethodSync.vsto" means that you don't have .NET Framework 4.0 installed or your version of .NET Framework is corrupt. See http://support.microsoft.com/kb/982305 You can try installing it by ...

James - Let's try this.  Otherwise, I think we'll have to leave it for Michael on Monday morning. 1. Add / Remove Programs, remove QBFC8 if it is already installed. 2. Add / Remove Programs, remove the Method Integration Engine. 3. Install QBFC8 individually from ...

Hi Dave, I added the same fields to those tables as type text since you never specified the field type. Here’s what I noticed: If you create a new sales order with data for both custom fields and save the sales order it doesn't seem to save the SOSerialNumber (custom field at SO line item) the first time you save the SO. You can ...

 Hello, I tested this out and it worked fine, the balance was updated in real time in Method. I entered 2 new invoices for a customer then went into QB, received payment against both invoices for the full amount, saved it and then went into Method. In Method I selected the customer, went to the Transactions tab section and the balance ...

 Hi Michael: It was my misinterpretation as to what to do with the sync engine on computer 2.  I was adding the account name - user name and password in the sync engine on computer 2 because I thought that was necessary to be synced to computer 1 "main computer".  After reading your message, I went back and did a ...