Method Community

Hi Ben, The reps created in Method are not shown in Quick Books, I have looked in Lists/Customer & Vendor Profile Lists/Sales Rep List and also in LIists/Other Names List. Where are they stored? Thanks  Adrian

Hello,    We did a test here and could not reproduce the bug.  Can I get a screenshot of the Generate Report that picks up the report and stores it in an Action Report?  It may be something there that is causing the error. - Greg

Updated sync engine for QB Desktop The following updates are now available. Performance improvement - In cases where generating a report takes a very long time a separate web service will be leveraged to improve response time. Feature Request - Now integrates with Lot Numbers, Serial numbers on locations for QB Enterprise (Advanced ...

Email Service Updates The following updates are available as of March 10th. Email Performance improvement - Multi-threading has been enabled, facilitating faster email broadcasts. Email Error Handling - Improved error recovery has been implemented, resulting in faster recovery from failed batches. Enjoy, Carl

Hey TogsTeam, You've got three options for making this happen. 1) You mentioned this already -- moving to Quickbooks Online. Running on the cloud is likely the easiest way to do it, assuming the db migration isn't too precarious depending on your circumstances 2) You can look into multi-tenancy. This is typically a better option if ...

We've been using Method for a few years now, and we're about to expand our physical locations. I would like to have a QB database running in two locations, and have them both communicating through Method. Is that possible, or do I have to move to QuickBooks Online to make that work? Thanks!

Hi Adrian, If you look at the top of this Sales Rep screen, you should see this comment in italics: "Due to a limitation of the QuickBooks Software Development Kit, you are only able to create new Sales Reps through Method. If you'd like to edit or delete a Sales Rep, you'll need to do this in QuickBooks." This essentially ...

We have directly entered a list of Sales Reps in Method from Quick Books Tab/Lists/Sales Reps.  We want to tidy this up as we are now using Sales reps from Quick Books. How can we either delete the reps entered directly into the table or make them inactive?

Hi Adrian, You can do that by creating the alternate contact on Quickbooks, and it'll be associated on Method. Please take a look at this article that explains how to add an alternate contact.

We are using Quick Books Enterprise and there is a complete section for Contacts. How do you set whcih contact in Method becomes teh alternate contact?