Method Community

Intuit announced plans to discontinue their QuickBooks Desktop REST API and Intuit Sync Manager service as of March 2016. We wanted to confirm that this does not impact Method. Method’s QuickBooks Desktop sync engine does not utilize the QuickBooks Desktop REST API or the Sync Manager service. So, if your Method account is ...

 Victor, Since using add remove programs did not actually remove the plug in, is there another way to remove the old add-in?

Hi Jonathan, 1. I'm not sure I quite understand what you want to do here. What's the event that determines a sale? Do your Customers order directly from your reps over the phone, or is there some kind of online system? If your Sales team is logging an activity for interaction with a customer, you could have a checkbox on the screen ...

Hi Charles, We have a beta version of the sync engine that has the ability to sync with some Advanced Inventory features.  If you email support@methodintegration.com, we can provide you the link and instructions on setting up the beta sync engine. As for Advanced Pricing, I haven't heard anything regarding this yet.  I'll have ...

John M - Thanks again for the help. Charles, Unfortunately, there isn't any link between the Sales Order table and the Invoice table.  If you were to create an invoice from a sales order in QuickBooks, when the records are added to Method, there is no linking value to help you identify which sales order the invoice was created from. As ...

It turns out that this screen is not available for Method for QuickBooks Online (just got off a phone call with tech support). QBO doesn't have sales orders yet. Wish that we could just use sales orders within Method and not have it sync, but doesn't look like that is possible.

Is there a way to get more client data on google calendar from the activity calendar?  Or is there another way to sync client data into google calendar events?  I see this info on the method activity calendar, but it's not uploading this to the google calendar...   Thanks! -Craig 

Hi Rob, Yes, the sync engine will run fine on a Windows 10 machine. We've helped several customers get setup on Windows 10 and QB 16. If you run into any issues let us know. Cheers, Adam  (Method)  via email

Hi  This might just be a temporary glitch. Our recommendation would be to uninstall the Method sync engine and re-install from the following link: https://www.methodintegration.com/MethodIntegrationEngineV2/setup.exe Please let me know if that solves it. Thanks, Adam

Hi Tom, This doesn't happen.  When they sync over, they are only added as employees, and nothing else.  You have the option to add them as users on the Customize > Users screen, but we do not add them automatically. - Adam