Method Community

 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.

 Bob, Thanks for providing the details of your situation.  It appears as though you have requested a giant report from QuickBooks, and that is causing the slow down and errors. I'll break it down to help you understand what is happening: -When the Method Integration Engine does its first sync with QuickBooks each day it looks to ...

I just wanted to add here that we default to the last 31 days because syncing a high number of transactions can slow down the use of QuickBooks while the sync occurs.  Best practice is to only pull in a longer date range for specific transactions and not all of them.   ~C

Hi Lee, As per our phone conversation on this topic, in order for the real-time sync to occur, Method Integration Engine needs to connect to an open QuickBooks file. The user that is logged on that QuickBooks file must be either a) the admin account or b) a user with admin-level settings. Having said this, we have had reports of users ...

Hey everyone, There is a new Method Integration Engine available for download.  It's got some great new capabilities that allows it to sync all open invoices, payments, creditmemos, charges, sales orders and purchase orders, even if they fall outside your transaction history date range.  Learn more ...

Mortaza: Thank you for the reply. A few follow up questions: If I create a custom field for the location, is there a way to map that to the location field in the Google Calendar sync? If I create an event with location data in Google Calendar on my Method synced calendar, how does Method handle that location data in Method? This seems ...

Matt, I changed the Transaction History value to ALL then triggered a full sync and the paid invoices are still not in the Customer screen Transaction tab.  So that didn't fix it.  QB shows the Invoices but Method does not.  I exported all Invoice rows and they are not in the export.  Looks like a bug in the MIE to me. ...

Hello Marcelo,     I wanted to reiterate what I said here. I had an internal discussion and realized I didn't fully comprehend your post.  To reiterate, you have the QuickBooks file on an external hard drive.  Two computers with QuickBooks can access the file and make changes.  Also, you would be using multi-user ...

Great information, thanks Adam.  Follow up questions:  1) You say that i can view the report as an HTML page.  Do i have the option to export to Excel?  My goal of setting up this report is to pull information from Method into excel and then pull information from UPS (in a separate system) into excel and merge the files to show ...

 Hey Paul! I've sent you an email with my phone number, I've got a perfect case of the issue between account balances and how method isn't picking up the change through a changes only sync. All we need to do is a gotomeeting, and I can easily show you exactly what it's doing (or in this case, not doing). Thanks!