Method Community

I have been told that my Method database can only ever be synced with one quickbooks company file and that if I have a problem with my quickbooks company file and want to make a new company file, I would need to have a new Method database as well.  If this is true, is there some way to transfer all my information (Activities, work orders, customized screens, etc) from my current method account to a new method account?

Hi there Maureen,

Is the 'New Company file' you mentioned a completely separate file? Or is this just a restored backup or the currently existing file?

The statement that 'My Method database can only ever be synced with one quickbooks company file and that if I have a problem with my quickbooks company file and want to make a new company file, I would need to have a new Method database as well' is Indeed True, but there are some exceptions to this.

Seeing as you are on a Method:Classic account, copying over Screens is an easy process. You will simply log into the new account and click on Cusomize > Screens > Copy / Import Screen (down the bottom of the page) > in Step 1 : Choose Screen, click Another Account. 

The Data in the account may be a little more complicated, but as long as the QuickBooks data is relatively unchanged, There shouldnt be an issue. You will need to utlize our Import Export Tool to Export all the relevant Contact/Activity/WorkOrder data, and use this same tool to Import Back into the new Account. Im also going to link you to a Blog Post which outlines how to Import Contacts, and match them against the existing Customers.

This may take a bit of work to complete, but let me know if you run into any troubles and Ill be happy to help out. Please feel free to also drop us an email at success@method.me And we can continue the dialogue via email.

Thanks Maureen!

-Ben

Thank you Ben!!  I will contact you when I decide exactly what I am going to do.

Thanks again.

Maureen