Method Community

When we save credit card info in Method on the payment info tab, it does not bring that info over to QB and it does not save it in Method (if you click to a different customer and come back, the info is gone). 

Pdirect,

The issue may be caused by the Integrated Application settings for the Method Integration engine in QuickBooks.

Try the following in QuickBooks. (You will need to be in single user mode to do this)

1. Click Edit > Preferences
2. Click Integrated Applications and click the Company Preferences tab.
3. Select Method Integration Ensure for use with QuickBooks
4. Click Properties
5. Make sure that Allow this application to access Social Security Numbers, customer credit card information, other personal data is checked.
6. Repeats steps 4-5 for Method Integration Engine Listener

Entering a Credit Card number into Method will send it over to QuickBooks but anytime that number is pulled back into Method it will show up as xxxxxxxxxxx1234.  For security reasons QuickBooks never returns the full credit card number.

-Michael 

I made the change you suggested, but that did not fix the problem.  Now the expiration date will come over from QB, but no information will go from Method to QB . . . and Method won't even save the cc info.

pdirect,

Have you tried a full sync (Method may have preformed one since this post was posted)? If not from the Method Integration engine on your desktop go Synchronize > Full Synchronization.

-Michael

Yes, it has done a full sync.  But what I think you're missing is that it won't even save this info in Method.  If I put a cc card in Method, switch to another customer and then come back to the customer with the cc, the cc number is gone.  So that doesn't seem to be a sync issue to me.