Method Community

Hi Jschoff, Did you ever get  your exchange email to work again?  Also, I was wondering, does the Method calendar sync with your email exchange? In other words, when you create a meeting type activity on the method calendar does it automatically appear on your email exchange calendar? Lance

I wanted to be added to this post notification as well.  I don't know that I'm having an issue, but I am attemptiing to find the correct Table and Field that determines if the item is taxable that will sync to the isTaxable field in the QBO Products list.

Im not trying to add a dropdown object to a screen. I am trying to add a dropdown field to a table. I think there is something wrong with this particular table (SalesTaxCode). I referenced this in the initial post. "The other strange thing is that the SalesTaxCode table syncs with Quickbooks (QB), but it brings in all the tax codes defined ...

Hi Dawn, Did you check Waiting for Sync Approval before you clicked Save? -Michael  

When I sync work orders to Outlook they come over, but there is no title on the appointnent created in Outlook - no details at all just the time blocked out as an appointment. Ideally, the title work be the Customer name and the "Job Name," and the work order instructions would be in the body of the Appointment.

Hi Everyone, Craig opened a case with our support team, but I’ll post my answer here as well in case anyone is following this thread. While you can merge customers in QBO, the API, which we use for sync, does not support this and therefore, Method has no way of knowing that a merge has occurred. This is detailed in solution No. 202 of ...

The QuickBooks Online integration disruption has reoccured. The Intuit team is working to resolve it and we'll keep you posted on any information that becomes available. 

Closing a loop on this one as this was handled by our support team over the phone call.

Hi Alex, Good news! We deployed an update yesterday that corrected this issue. When a CreditMemoLine or VendorCreditLineItem record initially posts to QB, the RecordID is no longer being changed by the sync. This results in the custom field data being retained instead of lost. Test this out and post back to let me know if you believe this to be ...

I inadvertently hit the Reset button, presuming I would get a chance to change the computer name if I wished.  Instead, it removed the computer name with the message "This account has no computer assigned", and I don't see any way now to restore the original computer name in this field.  How would I do that?