Method Community

So we have the beta sync engine running now but I am trying to see where the advanced inventory information is? In quickbooks you can run an advanced inventory report and see the locations of inventory but I cannot find in Method the location field (Bins) to reproduce the same report in Method. Any clues? I am using the item inventory screen in ...

There is no RefNumber in the message.  When I go to the Resolve Conflicts screen there is not RefNumber.  When I click on More Info there is not RefNumber either. There is a RecordID in the table.  Just the RecordID for each invoice.  We had created a bunch of invoices months ago w/ Method that were never synced to QB. ...

Andy, Your RAM is still a little low for a Server 2008 Datacenter setup, but it does meet the minimum.  Are you sure its entirely the Method engine taking up 100% of the resources, or are 100% of the resources being used when its running/syncing?  Have you tried shutting down the Method engine and just running Quickbooks?  How ...

[quote user="Lisakay"]Can I some how associate or push that information chosen for the sub-contractor to the custome field in quickbooks with Actions?[/quote] No, unfortunately QuickBooks is limited in what can be customized, which is why CRM's like Method exist Adding new custom fields to the Add/Edit Customer screen from ...

Any plans to have some sort of direct integration with MS Exchange?  OR, at the very least an automatic sync? This is by far the largest missing component for Method, and it is something I hear time and time again from existing, and potential clients of Method Integration.  

Paul, I resolved the issue of sales rep.  THX! As far as the Bills that wont post to qbooks i have tried several diff scenarios and still no luck. I have changed to "has been billed" " not billable" and " billable" and added a customer still wont sync      

Hey  Jeff, Just to add something special about QBCustom Fields.  They are always Text fields... Just need to be aware of this if you do any customization with these fields in Method.  Don't get me wrong. These fields sync fine between QB and Method.  Your question #4 asked about your ItemInventory screen.   ...

@Grif - Are you still experiencing an issue? @John M - How did you transfer your QBD data to your QBO account? The QuickBooks Online API doesn't support the IsActive status to change so it has to be set to Yes/True. If you delete a customer in Method/QBO that's when it'll be set to a Deleted status in QBO and will show up in your ...

Mike, If QB has an import feature specifically for Constant Contact, that may be the better route. Either way you do it, the information will sync between Method and QuickBooks. If there's a tool specifically for the software you're importing from, use that, and the data should sync over to Method just fine. - Justin

On Friday, October 23rd the QuickBooks Online API, the technology that allows Method to pass data to and from QuickBooks, will be unavailable between 11pm - 12am EDT (8-9pm PDT) for scheduled maintenance. To ensure you can work within Method without interruption, we will pause the automatic sync between Method and QuickBooks Online ...