Method Community

Hi Sergio, QuickBooks does not allow us to sync 100% of its fields. While it allows us to sync the name of the AltContact, we don't have access to its phone number or email address. Unfortunately you'll have to add these in Method. Assuming that the Mobile number is in Method, it should show up on a report. Which report are you ...

Hi mlongacre, Through some customization in QuickBooks and Method you can achieve what your client is looking for. I've tested it out and although the layout isn't exactly to the customer's specifications I'm sure you can get what they want by spending a little bit more time customizing. What I did was create two new custom fields ...

Hi Lee, To answer your question about things being purged, don't worry. In a scenario where you change transaction history from 365 days to a lower number, any records that have custom data that doesn't go over to QB aren't purged, but simply hidden, as there won't be transactions that will link to them. So if this setting ...

Hi Bill, Looks to me as though you're syncing with a multi-user QB database and the administrator of the QB database you're syncing with hasn't logged on yet.  For security purposes, it is required that the QB database administrator log onto Method and run a sync before additional user permissions are granted access to ...

Hi pdirect, If you go to QuickBooks  > Synchronize you can set the time in which the Full Sync will be performed. Is QuickBooks open and the sync engine running at the time that is currently set for the full sync? -Michael

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 Order to be closed b/c I'm ...

Hi Adrian, Your Sales Reps should be getting synced from Method to QuickBooks, are you linking the Sales Rep initials to a "Name" that is stored in your QuickBooks File?  I just did a quick test in my own account, first I added a Sales Rep with a 'name' from Method, then went into QuickBooks, pulled up an Invoice and ...

Hi David, As you have probably already noticed, Method currently handles Credit Card data in a slightly different manner than other fields from QuickBooks.  Currently, if you store a Credit Card in Method under Customer->Edit Customer->Payment and Info, the credit card information will get synced over to QuickBooks, once it is in ...

[quote user="mlongacre"] .....BTW, Clicking on the "Reset" button in the synchronization preferences immediately wipes out the link to the QuickBooks file.  I would appreciate an "Are you sure" box so that I could have a last chance to think about what I'm doing.    I thought it was going to ...

Do you have any unresolved conflicts in the account? It's also helpful to check which table the engine is getting caught on if you can watch the engine.