Method Community

Hi BlakeC [quote user="Blake C"]Is there some sort of auto data cleanup task Method has that goes through tables and deletes records that look a certain way?[/quote] There is no auto data cleanup with Method but what you might be running into is the transaction history setting.  By default we're syncing data for 31 days so if ...

When I have a potential customer, I always make a contact under the 'Leads' tab, and later convert them into a Customer if they order. When they order, I then go into QBO to add them as a customer and create an invoice for them. This becomes a problem later when Method and QBO sync, and I then end up with two customers for the same person ...

[quote user="John M"]Can i do that now or hold off?[/quote] You can do it now but just beware that new features available in 2013 will not work with Method just yet.  I know 2013 added the ability to have multiple contacts on a customer so if you're using that feature you won't be able to sync that type of data to Method. ...

Hi Marybeth! [quote user="Marybeth Murphy"]I'm trying to play with conversions of leads into customers, and it seems that it can only be done via opportunities.[/quote] There are a few ways to convert leads into customers, closing your opportunities is one but you can also convert a lead right from the edit lead page.  If ...

Hi SmileJV and LaCrews, Some fields are not meant to be populated by users. An example of this is the RecordID field of the contacts table. This field is an identity field that is automatically populated when a new record is added. This is probably where your insert is failing. Following up on LaCrew's point. Some fields are ...

Hi Mark, thank you for that link, however, that is where I first started. I found a company through my wireless provider that basically does digital forms on wireless devices, yet they also have a way to sync the data on the back end using API. I'm hopeful they can make it work. WIll et you know. Regarding the login for my developer, what ...

I am having trouble getting the Method Integration Engine to sync from a freshly installed Windows Server 2008 R2 machine. I am using the same QB data file (Enterprise v 11.0) and the status console of the Engine reports that the Company file is open, but I cannot get the Engine to report any further status.  It tends to show "waiting ...

Just a quick correction to smohyee's post - you cannot edit the LeadStatus table.  [quote user="AshleyC"]I was trying to edit the dropdown box for LeadStatus.[/quote] This is a special table in Method and can't be modified.  This table gets automatically updated for things like turning a user from a lead into a ...

[quote user="AutumnW"]The customized invoice screen that I'm using was copied from a QB screen[/quote] This may cause more problems than you want - our screens are built specifically for QBD or QBO.  If you coppied a screen from QBD and try to use it on QBO you're going to get unpredictable results.  Is there any ...

[quote user="wmousseau"]Please let me know if you have any thoughts/insight.[/quote] The Method Integration Engine does not trigger any popups in this regard.  It sounds like this is a popup from QuickBooks so we have no control over the information in that window. If you think there's an issue with the Sync engine you can ...