Method Community

Of course - wrong grid. How stuipd of me... While I'm here I have another question: Yesterday I tested receiving an item and it showed up in QB and in the sidebar grid on the Receive Items screen. But none of the historical (real) received item entries that were received in QB are showing up in the sidebar grid. Should they not sync ...

Thank you for leading me in the right direction to fix this.  I removed the criteria to check mark is waiting for sync approval and did a quick upload to replace where it was set to FALSE.  Down side is that is still isn't linked to the Invoices so I do have to manually close them anyway, but at least they are in QB now.

turned out qbs file was corrupted. After 3 verifications and a rebuild and a couple of full syncs we only have 4 conflicts now. Is this kind of conflict issue often due to qbs file corruption? We have had lots of issues with qbs since 2013 version so will know in future its probably a corrupted file not sync issue? thanks

Hi Justin, Unfortunately Method Outlook Plug-In v2 does not have "Auto Sync" feature. You do need to manually click Synchronize button in order for your Outlook calendar to get updated. We will however look into implementing this feature in the future versions of Method Outlook Plug-In. Thank you Victor

Hi nick_warren, You mentioned you have a conflict. Until that conflict is resolved the change will not occur in QB in this case. When a conflict occurs the sync engine does not know how to proceed, so to protect your data from being corrupted it waits for you to tell it how to resolve the conflict. Here's a scenario, You change an ...

 Victor, As an FYI, when I remove the Method Outlook plugin, the Setup and Add to Methrod CRM icons are still showing onthe Outlook Add-in tab.

Hi Jonathan, The issue with mass updating them back into Leads, if a Sync has completed since - they have already been sync'd over to your QuickBooks file. Follow THIS help center article on how to delete multiple records from a Grid, to make sure we remove them from both Method and QuickBooks as customers. Using ...

Hi Alex, QB should follow the date format set within the VM. In terms of the other Users that will be accessing the shared QB file with the date format that is causing issues: they would be set to listener mode as the VM would be the main computer to sync with. I would suggest testing this environment first and confirm it won't ...

Hi thesolarguys, This can be done, but it is quite a large project. Your first step would be to sync your QuickBooks (QB) file to your new Method account. You want all of your syncing QB data to come over via QB to prevent any possible sync conflicts. If you have custom non-posing field data for these records, you can import it afterwards with ...

Hi industrialrobotix, 1) What you see in the Method New beta is going to be very close to what you see after launch. We are in beta, so it will not be exactly the same, but most of the changes will be bug fixes, minor tweaks and some additional apps.  I’m not sure that I understand how you would like to send a quote. Since the quote ...