Method Community

I am having two regular, fairly high impact issues with Method to QuickBooks sync.   

The first issue is when bills are entered in Method, they dont always carry over to QB.  Often I will enter a bill in Method, then go to QB and see that the Purchase Order is still Open without a bill assigned.  I have recently begun performing a changes only and full sync from Method prior to checking QB and the same issue is still present.  This is frustrating as I have to duplicate work by entering the bill again in QB.

The second issue refers to Invoice Dates when an invoice goes from Pending status to final status.   An example:   We create an invoice on July 1st.  The order does not complete till August 15th, in which case we change the ship date AND "Date" on the invoice to August 15th and then change the invoice to final from pending.  This then syncs to method as a 'final' status invoice.  However, when i look at the A/R report, it shows this invoice is severely past due as of August 16th, when in fact its only 1 day old.  My theory is that somehow the invoice is still referencing the July 1st invoice date that was originally created when the invoice was created and saved on July 1st, even though we have since updated and saved the invoice date to August 15th.  This creates all kinds of havoc with my A/R report as i am constantly having to manually change dates in QB on the invoices, so that it truly reflects what is and is not past due.

Can you please look into these two issues and advise how they can be corrected going forward?  Thanks

Hello David,
   For the first issue, are there conflicts in your resolve conflicts list?  Go to QuickBooks -> Resolve Conflict to see the list.  It looks like the Bills are getting stuck in conflict and they are not in QuickBooks.

   For the second issue, it looks like the A/R Report is using the invoice creation date instead of the due date.  You can do two checks.  If it's a problem with the Due Date not updating in QuickBooks, the invoice will be in Resolve Conflicts.  If the date is updated in QuickBooks, it would be either a settings issue in QuickBooks or the report is using another field other then the Due Date.  I had a couple of questions.  Are you on QB Online or QB Desktop?  What is the specific name of the report you are using?

  I would suggest phoning Method support at least for the first issue.  The number is 1-888-925-6238 x2.  
    

Greg

Greg - regarding the conflicts, those were related to bills from a long time ago and I had been working with Method support to get those fixed.  Finally got them cleared out today.....but very few were related to the issue I'm having currently with bill entry and sync over to Method.  Could there be other reasons why this sync isnt happening?

Regarding the A/R report.....yes its using invoice creation date instead of due date.  however, these are not showing up in the conflicts screen.   I am using quickbooks destop.  Pro 2013.   I made a screen shot of the issue, but am unable to attach to this post.  

Hello David,

     Most of the time, anything that does not sync over is in conflict.  On the rare occassion, I do see a transaction or customer with no conflict that will not sync.  If the bill is not in the resolve conflict list, go to QuickBooks tab group -> QuickBooks Dashboard.  There is a list called Non-Posted Transactions.  Are the bills there?  Sometimes records are not posted simply because it is waiting for the sync to occurr.   If it is just bills that have not synced over, then there may be a problem with the bills themselves.  If it is multiple types of transactions not syncing over then it could be an issue with the engine.  Try re-saving the bills and doing a full sync.  A setting in QuickBooks may have been checked on or off.  We would really need to take a look at it here at Method support. 

   The report issue is a filter issue and not a data issue.  I did an A/R Aging Summary and it was working with the Date field and not the Created Date.  When you say you have to manually correct the invoices, how are you doing these corrections in QuickBooks?  Are the changes you are making to the date on the invoice while in Method syncing over to QuickBooks?

   To post pictures, you have to link a picture instead of pasting it into the post.  I use Imgur for my posts.   If you like, send the pic to my email address below.

- Greg

Greg - i responded via email and sent an image to illustrate the issue.  Looking forward to your assistance.  Thanks