Method Community

Hi,

Can you help me understand the relationship between Method and Quickbooks, when you are using SmartVault?

I was under the assumption that if I upload a document to Method docs, in a Customer record, that I would see it in the Customer record while in Quick Books.

Is this not the case?

Thanks for your help.

Hi Suzanne,

First off my apologies for the late reply on this. What you are assuming is the case. Something to watch out for (and something I did when testing) is to make sure you are uploading to SmartVault and not exclusively Method.  You have to make sure to select the radio button "Upload to SmartVault".

Here is our Help Center article on our SmartVault Integration. This should cover the relationship between the two.

Hope this helps,

- Adam