Method Community

Hi James, Shoot me an email and we can arrange a time for me to take a look at this if you would like. -Michael

I reset a new Method account linked to my staging test QBES file to their "live" file yesterday.  No issues with the Full or Changes Only sync but the Method PUSH fails.  I have never run across this and have no idea what to do next.  Has anyone run into this?

Tricia- QuickBooks has to be up and running for Method to properly sync with it. You don't have to have Method installed on the file server, just install it on the a work station and make the work station the main syncing computer.  -Michael

mlepitt, What exactly are you looking to import from QBO into Method? Method should take care of all the importing(Syncing) if there is something that doesn't sync there is a good chance the QBO sdk doesn't allow for it to be accessed. -Michael

Hi Mike, I first have to apologize, I somehow must have overlooked your previous post, giving more information on this issue, I am truly sorry.  However, after some of my own testing I did replicate this issue, I noticed this for other custom fields, but if you were to change these same fields in QuickBooks, it does sync over to ...

Hi Chad, Thanks so much for your detailed reply. I made a flowchart showing what I understood from your info. We do everything by Customer : Job even if a customer only has one job, so I have a step where we rename the Lead to a Lead : Job when they express interest in working with us. Does this look correct? Or should I keep the Lead and ...

Having trouble with this one. I need our contacts/customers to reflect the balance and payments for all the jobs we have with them and have the total balance to be correct just as it is in quickbooks. The indivual job balances and transactions are correct, not sure if I can customize the total balance for customer without having issues later with ...

Mike - two parts to this answer. If you make this kind of change in Method it will not go back and make changes to previous records. In other words, you are telling Method to change the rep for future records. As a side note, you could run a button with some actions and criteria to update the past entries with the new rep. Start a loop ...

Haiden, we have updated your account, kindly complete a changes only sync and let me know if it works. You can do this by right clicking on the Method Engine (the little m) icon in the system tray, Synchronize > Changes-Only. Note: QuickBooks has to be opened to the correct company file in question. Jonathan, we have also updated your account, ...

Hi Mary, Just got back into the office.  To answer your question, you should have no issues with connecting to different QuickBooks databases or versions for that matter, provided of course that they stay in line with the top posting I made.  The main thing, especially for older versions of QuickBooks is to make sure the updates are ...