Method Community

Guys, I'm experiencing a little issue with the ShipTo and BillTo Address in Quickbooks. It seems as QuickBooks does not allow you to use both Addr1-Add5 AND City, State and Postal Code fields. Which means that you can: 1) Use Addr1-Addr5 OR 2) Addr1-Addr3 and City, State, PostalCode.   When using both, you get an ...

Paul, I do not understand why Method doesn't keep track of this Balanace until the Sync. Once a refund/payment is entered to Method, you can automatically determine the new Balance, then update it if needed when Syncing with QuickBooks. The balance though is a simple calculation of Debit-Credit transactions. Nick

I just confirmed it - The balance in Method only updates after a Full Sync.  1) Is there an override for this? 2) It makes no sense :) Here is the process: I issue a refund in Method Method syncs QuickBooks QuickBooks updates the Balance record and shows the correct balance. Method still shows the OLD balance. Issuing a Full sync ...

David, I ran the query again today. Seems like the query returns the correct amounts now. As we did not change ANYTHING on our side and simply ran the query, I can only assume one of two things: 1) You guys changed something on your end. 2) Updating the balance of a customer requires a "Full Sync", which probably happened ...

I already did - the Exported file reflects the exact thing I get from the API. As you said, the file is generated through the API, so its not a suprise. The transactions are applied on that specific Job - there is no doubt about it as QuickBooks is showing it. Method is simply showing something else. I cannot explain it. I was hoping someone ...

There are non at this point. Its a payment only and its applied on the customer in question. Please see the screen shot from QuickBooks as well. There is NO invoice here, just a sales order and two "Payments". These payments appear in Method under Transactions.  Again, quering the customer (Job in this case) in question only ...

Ok, I found the transaction table - was looking at the wrong place. I'm still awaiting your response on the balance issue though. Thanks, Nick

Dave, Thank you for your response. First, I would appreciate if you could guide me on how to query this "balance" column in the transactions table. I do not see any "transactions" table inside Method. Second, what bothers me is the fact that the customer's balance in QuickBooks is showing $761 (Just like the ...

Dave, I do not really understand your answer. Something is definitely wrong here.  The “Transactions” tab is located INSIDE the customer’s window – but that is beside the point. The total balance in QuickBooks for the customer in question is $761.28 – as shown on the screen shot. When I trigger the query ...

Ok Dave – I figured out what the issue is but I have no idea how to fix it. 1)      I insert a Customer and Estimate through the API. 2)      I use DataSetV2 to retrieve the Estimate back. At this point, the estimate “Billing” information is empty – Fields: ...