Method Community

Hi Aaron,  There is a setting on your account called Assign Ref Numbers In Method? that can be found in your Method account under the Quickbooks>Synchronize tab link. If this is checked, Method will assign your reference numbers by taking the largest current number and adding one. If this is not checked, Method will wait ...

Hi Marcelo, I did confirm what you are saying from my own test account.  I am going to look into this further and I will post here when i have any updates.  As a workaround while this is being looked at, I found that if you create a new Customer with a Sales Rep first, sync this record to Quickbooks, you can then delete the ...

Hi Romina, The issue here is that I am not sure we have access to the multi-currency option available in your Quickbooks version.  Method only has access to sync with Quickbooks fields that the Quickbooks SDK will allow 3rd parties to have access with.  Could you send me an email to the address in my signature with your CompanyAccount ...

Yes, that's good advice.  Some follow-up questions which may affect Method performance: Can the Transaction Sync period be reduced selectively going forward? Can QuickBooks Pro be upgraded at some future time to Enterprise without starting over with Method? Since we are in the testing phase with an older datafile copy, can ...

John - Thanks for the help!  Chris - The To Be Printed and To Be Emailed checkboxes sync up with the same boxes in Quickbooks. Like John proposed, your customers can pay you through the Contacts Portal in Method if you set up a Payment Gateway. Click the link for some more information about how to set it up. Hope this ...

I am getting the following errors. The sync was working fine until last friday. How do I fix? 6/17/2013 1:09:51 PM Warning: Error in OpenConnectionBeginSession, HRESULT = -2147220478 (80040402); Unexpected error. Check the "qbsdklog.txt" file for possible additional information.; iContext=50 20130617.130951 I 6088 RequestProcessor ...

Hello, we recently upgraded to Quicksbooks V13, since then its stopped syncing with method sync software, I have tried everything, rebuild file,  backup and restore to a new file,  Checked in Quibooks intrigrtion, method applicaiton is correclty setup and  allow and read is clicked,  the login ...

Hi Darrin,  You cannot completely delete a customer from the Method database without also deleting it in Quickbooks. However, you can clean up the clutter in your Method account. One way to do this is to filter your grids to not include any customers with the CustomerType field labelled 'retail'. Let's start with the ...

Greetings, I started to process invoices in method and discovered that some of my clients had balances in them but in quickbooks there were no balances.  Started to do a full sync when a screen popped up saying you need to reconnect  to quickbooks.  In that pop up window was a red section stating that "The web-site domain of ...

We've been using Method Integration CRM for 2 months now on a test Quickbooks company file. The Quickbooks company is an Enterprise 12 version. We have recently noticed a very slow response from our Quickbooks company file. Last night, as a test, I shut down the Method Integration sync and the performance issues appear to have gone ...