The new version of our QuickBooks Desktop Sync Engine is now out of beta, and we wanted to give you the rundown about why an update was needed, what this means, and how to make sure you have an updated sync engine.
Why a new sync engine?
What this means, and why this is great for Method users
What You Should Expect
The Method Sync Engine Certificate is like a permission slip that allows Method to access and mirror the information in your QuickBooks file. Because our new Sync Engine Certificate has the new name “Method Integration Engine 2014 for use with QuickBooks”, QuickBooks sees it as a new application and needs you to permit Method access to sync.
Steps to Update Your QuickBooks Desktop Sync Engine
Login to QuickBooks Desktop as the Main Administrator in Single User-Mode. Other staff can remain on Method during this time and their work will sync over to QuickBooks once the certificate has been updated by the Main Admin. If your staff need to be logged on to QuickBooks Desktop during the day, we recommend performing this update during after-hours so it does not interrupt their work day.
When you’re logged in as Main Administrator, accept the update that pops up.
Run a full Method:CRM sync so that all staff are operating within QuickBooks Desktop with updated changes.
If you were on the beta of this engine, which was delivered via an installable .MSI file (rather than an automatic update), we encourage you to uninstall it and use the regular download from the QuickBooks tab
If you have any questions or concerns, please reach out to our Method Community Support team - they’re always happy to help :)
Local and overseas: 1.416.847.0400