Method Community

Hi k.leeser, I would try a full sync again or even reinstalling the sync engine. If you are still having issues enable the MethodSupport user (Customize > Users) and email me your account name to m.melo@methodintegration.com and I will take a look at your account. -Michael

Alex and James,  A great resource for QB tables is: http://doc.qodbc.com/qodbc/Qodbc_20_us.html. All tables listed with Fields.   Method  is already set up to sync what fields can sync. So you don't really need to worry about that.  But it does help to understand whats in each system. And ...

Dang. Wasn't aware of that. I certainly didn't want to feel special re: this issue. We never did look at my Method QB Sync. settings yesterday but there's nothing special there, I don't think. One thing I noticed in my AuditTrail immediately after the record update goes through (the record with blank values) is the message ...

Hi Blake, We dont sync with this information currently, but a similar result could be achieved through customization. You would just need to add a new field to the Vendor Table (named something like 'DefaultAccount' for example) - and have this information pulled onto your bills screen when selecting a Vendor. Thanks Blake -Ben

Hi John,  Currently Method cannot sync sales orders with Quickbooks Online (QBO) like it does with Quickbooks Desktop (QBD). The error seems to be referencing a screen that is stock in a Method for QBD account though. Did you copy this screen into a Method for QBO account?  Jason

Hi Victoria, Method picks up the invoice numbering pattern from QuickBooks. Did anyone create an invoice with '- correcti' at the end of it? To fix this you can create an invoice with a proper number in QB(minus the '-correcti') and do a Full Sync with Method. That should rectify the issue. -Michael

Scott, We'll definitely take this into consideration.  I know in the past we've done our best to eliminate any chance of Method creating conflicts.   - Adam

Ok, installed on new puter.  However, this puter will run our existing company database that I am not using for method beta.  Will there be a problem?

Hi Owen, [quote user="barstone"]Where can I find a paper or video about the best process flow for Method?[/quote] There are no papers or videos that outline the entire process flow with Method right now.  There is documentation in the works but until released I can explain our stock process a little more.  Method allows you ...

So far so good, taking quite a while to sync the backlog fo data, but no error yet. I would expect a detailed explination at some point - lessons learned, and how Method will keep this from happening again.