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  • Payroll User Error / Method Config

    My accounting department was trying to cut payroll checks today.  An error occurred saying something about only one payroll user is allowed and had to abort (QB parlance) a transaction. Evidently shutting down both QB and the Method engine seemed to clear everything up. Has anyone had any issues similar to this where QB thinks there's ...
    Posted to Method:Classic General Q&A (Forum) by Blake C on 12-17-2011
  • QB Restore and Method

    We had a failure of the computer that held our QB company file. We restored from backup but lost one day's worth of QB data. So we worked in QB on 12/9, but restored a backup from 12/8.  So Method was syncing on 12/9, but now when we restored QB the 2 will be out of sync by one day.  What do I need to do with ...
    Posted to Method:Classic General Q&A (Forum) by pdirect on 12-13-2011
  • Calendar and Home page

    Is there anyway to have a custom home page that has both your activities and opportunities list on the same page? And is there a way to cusumize your calendar other than week,month, ect, even better is there a way to sync to google calendar? I would love for my activities to sync to my google/blackberries calendar without double entry. Im never in ...
    Posted to Method:Classic General Q&A (Forum) by Woodweld on 10-18-2011
  • Method Assignment of Ref Numbers

    Anyone tried the Method assignment of ref numbers feature? In limited testing I'm not getting the Invoice ref number assigned promptly by method, it appears to still wait for QB.  I did a full sync just prior to enabling and watched the integration engine on both server and client, but couldn't see anything out of sorts. I'll ...
    Posted to Method:Classic General Q&A (Forum) by jnoneiliv1 on 05-15-2011
  • Help syncing Outlook Plug-In and Method

    Trying to do my first sync from Outlook to Method and getting the following error: <?xml version="1.0" encoding="windows-1252" ?> <MethodAPD response = "It doesn't appear the field 'OutlookSynId' exists in the table."> </MethodAPI> The Progress box says "25 out of 25 appointments ...
  • Quickbooks Crash - Method Causing it??

    Quickbooks is crashing (sort of) whenever I do a Method sync.  This started immediately after I installed the latest Quickbooks auto update a few days ago.  Method resolve conflicts center says that I need to rebuild my data file, which I have done.  (Ran rebuild & verify 5 times now, each time it says my data is fine, it was ...
    Posted to Method:Classic General Q&A (Forum) by jshoff on 05-27-2010
  • QB Conflicts

    Recent conflict dates: (11/10/09) - (11/12-09) Recent Tables Involved In Conflicts -Entity -Invoice -RecievePayment -Check Related Information Nearly every conflict has 2 things in common: 1) - Claims that there was an issue with the sync. 2) - Shows that the problem occured on RecordID# ...
    Posted to Method:Classic General Q&A (Forum) by Joe on 11-12-2009
  • Starting a new qb file

     I am new to methods and when I first signed up I used a practice qb file on my desktop to test. Now I would like to start new with a vaild qb file on my desktop but not sure how to do that. When I click the Quickbook Tab in methods and try to change the qb file name to sync to, it tells me I need to create a new account. Is there not a way ...
    Posted to Method:Classic General Q&A (Forum) by Keith on 06-16-2009
  • Items List Name Change

    We have renamed our items list within Quickbooks (i.e. National Accounts:Revenue:Sprinkler Service to NA:Rev:Sprk Srvc).  This issue is that Quickbooks shows the change, but Method only shows some of them as being changed.  I've done a full sync without sucess.   Is there something else we need to do to sync the changes to our ...
    Posted to Method:Classic General Q&A (Forum) by jallen on 05-26-2009
  • Customer PO Field

    I have a design question in regards to the customer PO field.  I see where I can enter the customer PO into Estimates and Invoices, but I would like to enter it at the time I create a new customer / Job.  I do not normally create estimates and I need to retain the PO number before I create the invoice. The other concern is if I ...
    Posted to Method:Classic General Q&A (Forum) by jallen on 03-25-2009
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