Method Community

Hi Charles, Sorry for the late reply. This issue you are referring to is related to QuickBooks Online I believe.  They changed they way they handle the addresses to free form, which in turn affects they way we receive them, and how we set them up. We are still working on this. You issue however I don't think falls into this. ...

Hi kbquinn, From what i can see, with some quick testing, we can sync over an Alternative Contacts "name" field for each Customer, but only if when adding this to Quickbooks, you use the contact type as "Secondary Contact".  However, this appears to be the only field from this area that will get synced over ...

Hi handcrafted, The Method for QBD and Method for QBO tables/screens are different and the QBO authentication functionality does not exist on Method for QBD accounts, therefore you won't be able to sync Method for QBD data to a QBO account. Additionally, we do not recommend importing screens from one type of Method account to the other, ...

Hi Kyle, You are correct.  Estimate number, by default at least, will be set by Quickbooks.  Method has a setting under the Quickbooks tab > Syncronize that allows  Method to set numbering on estimates, invoices, sales orders and the like.  Can you check your settings and see if this is checked or not? If this is ...

Hi Matt, Hourly items are based on Billable AND Approved. The part you may be missing is the approved. If that does not help, try running a sync as we may rely on QB to get the updated Qty to be invoiced (it is calcualted there and sent back to us...I think). [quote user="Matt"]In the Recaulculate button actions (On the bidget/Contract ...

[quote user="scottaskinosie"]no mater what I try I cant get this to translate over to our CRM site[/quote] Out of the box we do not support price levels as this is a limitation by the QuickBooks SDK.  You would have to customize to bring this functionality over from QuickBooks completely. Here's a quote from another thread on ...

Wylie, A few things about the Credit Card field here... Inside QuickBooks, under Edit > Preferences > Integrated Applications > Company Preferences  Select the Method Integration Engine (MIE) for use with QuickBooks and click properties Under the Access Rights tab, the last checkbox is to Allow this application access to SSN, ...

 Hey, In order to get the real time syncing between Method and QB, you will need to install the listener onto every pc that will open QB. Also, the Method Sync Engine cannot be run as a service. You do not need to have the updating computer as the server. The company file can be located on any pc in the business, as long as you have network ...

 Hi Richard, Have you checked if the estimates are in QuickBooks? Also can you check your transaction history under the QuickBooks tab > Synchronize.  If it is set to sync with data for the last 7 or 14 days for instance then you wouldn't see the transactions prior to that date. Once you get back to me on these questions we ...

I tried, but I wasn't able to duplicate a "crash" like the one you got.  If I had the print dialog open like you did, and tried to do a sync, my Method engine would pause for about 10 seconds, and then report back "Warning: There is a dialog box open in QuickBooks". As you probably know, 3rd party programs like Method ...