Method Community

Hi Ben, Any custom fields created in Method cannot be synced over into QBO.  You should also note that not all areas of Quickbooks Online are available through the Quickbooks API.  This means that developers cannot access these areas of the Quickbooks Online database to sync and alter.  This goes not just for Method ...

Hello ubiquitas, Sorry, but only one QuickBooks company file can be associated with one Method account. A new QuickBooks company file would need to have a new Method account. However, if you have a Multi-Tenancy account, you can sync a different QuickBooks company file to each tenant account. This option is useful for ...

Andy, I haven't heard of any issues specifically with 64 bit servers. So you're able to perform a full sync? Could there be something in the network/firewall that is preventing Method PUSH from staying connected? Here is a forum post where Danny discusses the challenges that were involved in getting Right Networks and Insyq setup as ...

Please advise, we add an employee through quickbooks and when the program syncs with method the employee seems to be added to method with user login (paid license). Please advise as no one added a new employee with a user paid license and the paid license box was found checked in the user panel. If the sync does in fact add employees to method ...

I am trying to figure out how to customize the Sales Receipt simply by adding one field that will sync with QBO.  That field in QBO is the "Division" field (Business Tracking).  I realize that I could link the CLASS field, but I need DIVISION.  I don't see that field listed on the Supported Objects ...

Hi National, That's a good question but a very hard one to answer. You can setup QB and the Method Sync Engine on a server computer that runs other applications and tasks as well, however, performance may vary depending on the amount of computer resources being used. You can test it out on that system for a week or so and monitor the ...

Yes if you delete that lead, the activities associated with it would be orphaned. If you would like to keep the activities and other records what you can do is rename that lead, e.g. Mike B2, and convert it to a customer, then merge the two customers in QuickBooks and perform a Full Sync. *Note: When you merge customers in QB, the Method ...

Allow me to clarify my post a bit more.  I'm a contrator that services the HOA industry.  My customers are property managment companies.  My opportunities are individual HOA's.  When i close an opportunity technically that opportunity becomes a customer in and of itself. In the past I've been converting leads to ...

I need to be able to fill in data in a field and have it autofill that information in same field but on another screen.  So that the fields essentially sync. For example I have a field called billing email on my customer screen.  But when I pull that customer up in an invoice I need it to populate billing email field on invoice with ...

[quote user="Method_Valbon"]Hourly items are based on Billable AND Approved. The part you may be missing is the approved.[/quote] In the example, I was saving and approving the time tracking entries, I should have mentioned that. So, this is not the issue. [quote user="Method_Valbon"]If that does not help, try running a sync ...