Method Community

The following question came in via email: Hi Val, Since I have previously used another edition with my data file, should I disconnect that in QB? and should I redownload the sync engine? I didn’t see any mention of this situation in the forum/instructions Answer: We have created a new Method account for each of you to sync with a ...

Our Quickbooks file in Method is not automatically updating. I believe I did the initail Sync correctly, I do have data in there; however it is still the data from when I initially did the sync. When I opened up Method all the information has not changed since the sync. I checked to make sure I do not have any conflicts in ...

Hey Everyone,   I have been getting the same question emailed to me, so I wanted to write up a little post that should help a few people out. The problem a lot of people are having is they install Method but sync to a dummy Quick Books file for trial purposes, then after a week of use they decide to go ahead and switch over to the actual ...

[quote user="MikeB"]Which table do I have to change? There's Customers, Customers and Leads, Entity, etc. I made the changes to the Customers table. Do I need to change all 3? Or just Entity?[/quote] Hi Mike,  I just want to clarify our table structure - Customer, Customer Lead and Customer and Lead are all views on the ...

Hey Val, Thanks for the update, it sounds like the key here is that QB needs to be open and the sync engine running for Pro Services to perform as expected. Is that an accurate evaluation?

John - can you try to do a sync now and see if that fixes it?  I think I know what the problem was. Paul 

Justin, Thanks. -- Alex

Hi all, I'm new to Method:CRM, and working on QB Enterprise 14 Desktop and Method Pro. After browsing several forum post regarding data synchronization to QB, I still have some questions and would like to ask you experts can shed me some lights: 1. is it still true that only custom field created in QB can be sync between Method and QB? I ...

Hi TogstTeam, Given the nature of the issues you mentioned, this is not a sync issue but a transaction-level issue. I can't really assist you over the forum here, as I need to actually go into your account and figure out what is happenig. Please contact me to schedule a GoToMeeting session, and we will go over these issues. Please note, as ...

Ben, If you've completed a full sync since installing the beta engine, you should see the new fields and tables.  Could you enable MethodSupport and email me the company account?  I can take a look and try to find them. - Adam