Method Community

pdirect, The Method Outlook Add-in's sync is bidirectional but it is not an automatic sync like Method is with QuickBooks. You will have to click on the Synchronize button in Outlook anytime you want to synchronize appointments either to or from Method. -Michael 

I tested something this morning: I found one customer that had the new rep at the "Account Name" parent level, but the old rep at the "Main Account" contact level. I changed the rep, went to the QB tab and pressed the "Sync" changes only button. The time changed, reflecting a sync, and I went back to the account and ...

Hello Brett,    I have had similar question before.  We are constrained with what the Google Calendar gives us. It's the way developers could do it when they built the sync. We can put this in as a feature request for the Google Calendar but I don't know if it is possible for future development. Greg

Hi April, Hmm thats a strange one, dont believe I've ever seen that error before! I'm looking in your account at the moment and it appears the conflicts have disappeared. Are you seeing this error, or any errors at all on the Sync engine itself? Thanks April! -Ben

Hi Greg, Unfortunately you cannot migrate your Method account if you are switching your Quickbooks account. You are going to have create a new Method account. The good news is that Method for QB Online does support the Canadian version and it should sync up with all your data! Marwan

Hi Michael,  Check if you have any conflicts in Method. If you do, they will continue to try and sync until they are resolved. To check this in Method go to Quickbooks>Resolve Conflicts. There is also a similar post here that might help.  - Jason

s.white- Before you scrap the screen. Can you enable MethodSupport so I can take a look?  Email me the screen name and the account name. -Michael

I set up invoices to default to check the box of "Waiting for sync approval".  My question is - where do we now go to approve the invoices so that they will sync? Thanks! Karen Dellaripa

Sorry again - jump to this message please: Just read this last one, ignore previous messages. I forgot to ask 1 thing: Besides: 1) One thing I noticed on the esimate grid is that we added in an "e-mail" field into it. However,  can't find this field in the new invoice sreen I created. I can only ...

 Hey Maia, Take a look in the QuickBooks tab, under the Synchronize tab link. On this screen you can set the transaction history for all transactions or for individual transactions. This should help you out.