Method Community

Hi Mike, Only the first two Contacts for a Customer will sync with QuickBooks Desktop. These are designated by the Contact Type field in Method, with Contact indicating main contact for a customer and AltContact indicating the alternate contact. The reason the field is shown as read-only on the Add / Edit ...

Jonathan, Where are you seeing "pending invoice"? I would assume that this means not syncing to QB, but I'm not sure where in Method you're referring to. Wait for Sync Approval would be unchecked by whomever you've given permission to and/or instructed to do so. To be printed in QuickBooks and To be emailed ...

So after trying to attempt to reach support over the phone and waiting 24 hours for a call back, here I am posting this question. Our server crashed and "fried" itself over the weekend. Thankfully last week we did a full sync to Method of all of our data. My question is: Once we have a new Quickbooks company file up and running again, ...

Hi Josh, I was able to add Email to my SalesRep table as a custom text field, click Finished Editing Fields and then go back into the table, where there is no option to Delete the field. I believe this is a custom field you have in Method, so it won't sync to QuickBooks either way. If this is a custom field that you have added, and want to ...

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 ...