Method Community

Hi Denis, I still have an issue with this matter. I only use Method to do the whole [Estimate --> Work Order --> Invoice] process, and I dont use QB to control the invoice numbers. This way, I dont have QB open all the time, BUT I need to produce and email invoices directly from Method, with all the data properly filled, so I can invoice ...

Hi Jacques, As answered above, the reason for this is that Method needs to wait for QuickBooks to assign an invoice number to that particular invoice. The caveat here is that if Method is not immediately syncing with QuickBooks, whether because QB isn't open, or because there are resolve conflicts or problems with the invoice, this ...

I launched a Changes-only synch via the Method website QuickBooks screen, Synchronize tab at about 11:15 am, shortly after we concluded our phone call. This was after it had apparently completed a prior Changes synch, although the previous one never showed up in my Synch preferences window. It's now 4:30, and this synch is still running, and ...

Hi acidemac, My apologies, but we've done a little more digging, and this is actually by design. The reason that this happens is that QuickBooks provides this information upon sync as it first needs to generate an invoice number that Method pulls. Therefore it would be a duplication of effort to pre-fill this data. We all learn something ...

Hi Denis, I just tested this process and have to disagree. Method Sync is open. I create a new Estimate, add the Customer and nothing else. I Saved. I then proceed to add items to the Estimate, the custom fields fill in and are saved. I click Save a second time. After a moment I wait, then I refresh the left screen and select the Estimate, the ...

Thank you for the honest response. That is a rather egregious bug, because it means that not only does the Method Sync have to be open, but I have to wait at least 5 minutes for the records to synchronize before I can start working on an estimate. Do you see a backend fix for this in the near future? This effectively breaks some of the promises ...

RuggedNotebooks - I'll add a little more to this too.  This is a limitation of the built-in method screens that they don't do this automatically.  I think they could in the future, but right now it's a bit of a technical challenge to do it just like QuickBooks on our Method grids. You have two options for customization: 1. ...

 Hey Ian, I will need a bit more information, answer my questions below and I'll take a look into this. 1. What QB version are you using? 2. Are you creating this client in Method? 3. Is it messing up after you click save? 4. Is it messing up after the sync? 5. Is it only showing like this when you fill out an invoice? Let me know ...

Hey Wendy, I am looking into this and checking if it’s by design or if it’s just not working correctly. If you update the location name, the Item location is updated in Method. However, what you are saying is that when you sync, your bin was labeled as follows "Widget (Receiving - Head Office)". When you update the ...

 Val- I think what I would like to try would be to have your team undelete all of my current conflicts en masse; then I can do a full sync and see what's left. The changes I have made should fix most, if not all, of the conflicts. I have checked Method and in the user tab, Method Support is checked as active. Let me know if there is ...