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QuickBooks 2016 Windows Desktop and Method Integration Engine

Last post 09-22-2015 3:31 PM by Method_Morty. 2 replies.
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  • 09-22-2015 1:51 PM

    QuickBooks 2016 Windows Desktop and Method Integration Engine

    Hi,

    we plan to switch to QuickBooks 2016 windows desktop by end of this year. I'd like to know if there is anything we need to take care before switching? We are using QuickBooks 2013 Windows Desktop at this moment. Thanks.

    Alex

    Chief Architect
    Yi Systems, Inc.
    alexhuang@yisystems.com
    www.yisystems.com blogs.yisystems.com
    Software.Web.Cloud.IT
  • 09-22-2015 3:18 PM In reply to

    Re: QuickBooks 2016 Windows Desktop and Method Integration Engine

    Hey Alex,

    Upgrading your version of QuickBooks and converting your QuickBooks file will not cause any issues with Method.

    Just be sure that you are performing an upgrade on the file and not creating a new file and migrating the data. Method will sync based on the ID numbers from QuickBooks so as long as these don't change during the upgrade then you'll be fine.  

    -- Mortaza

    Morty Barighzaai
    Customer Success Manager
    Method:CRM
  • 09-22-2015 3:31 PM In reply to

    Re: QuickBooks 2016 Windows Desktop and Method Integration Engine

    Wanted to add, it's also best practice to backup the QuickBooks file in the case of anything happening.

    -- Mortaza

    Morty Barighzaai
    Customer Success Manager
    Method:CRM
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