Method Community

Hi furrywombat.  QBD Sync doesn't support specifically what you are asking, but you could try doing:  sync the payment (this will be an add) Wait Clear the records in ReceivePaymentAppliedToTxn. Sync the payment again (this time as a mod) Your mileage may vary but please let me know if it does work for you. ...

 Victor, As an FYI, when I remove the Method Outlook plugin, the Setup and Add to Methrod CRM icons are still showing onthe Outlook Add-in tab.

Hi Jonathan, The issue with mass updating them back into Leads, if a Sync has completed since - they have already been sync'd over to your QuickBooks file. Follow THIS help center article on how to delete multiple records from a Grid, to make sure we remove them from both Method and QuickBooks as customers. Using ...

Hi Alex, QB should follow the date format set within the VM. In terms of the other Users that will be accessing the shared QB file with the date format that is causing issues: they would be set to listener mode as the VM would be the main computer to sync with. I would suggest testing this environment first and confirm it won't ...

Hi thesolarguys, This can be done, but it is quite a large project. Your first step would be to sync your QuickBooks (QB) file to your new Method account. You want all of your syncing QB data to come over via QB to prevent any possible sync conflicts. If you have custom non-posing field data for these records, you can import it afterwards with ...

Hi industrialrobotix, 1) What you see in the Method New beta is going to be very close to what you see after launch. We are in beta, so it will not be exactly the same, but most of the changes will be bug fixes, minor tweaks and some additional apps.  I’m not sure that I understand how you would like to send a quote. Since the quote ...

Hi Sergio, QuickBooks does not allow us to sync 100% of its fields. While it allows us to sync the name of the AltContact, we don't have access to its phone number or email address. Unfortunately you'll have to add these in Method. Assuming that the Mobile number is in Method, it should show up on a report. Which report are you ...

Hi mlongacre, Through some customization in QuickBooks and Method you can achieve what your client is looking for. I've tested it out and although the layout isn't exactly to the customer's specifications I'm sure you can get what they want by spending a little bit more time customizing. What I did was create two new custom fields ...

Hi Lee, To answer your question about things being purged, don't worry. In a scenario where you change transaction history from 365 days to a lower number, any records that have custom data that doesn't go over to QB aren't purged, but simply hidden, as there won't be transactions that will link to them. So if this setting ...

Hi Bill, Looks to me as though you're syncing with a multi-user QB database and the administrator of the QB database you're syncing with hasn't logged on yet.  For security purposes, it is required that the QB database administrator log onto Method and run a sync before additional user permissions are granted access to ...