Method Community

Yes, that's good advice.  Some follow-up questions which may affect Method performance: Can the Transaction Sync period be reduced selectively going forward? Can QuickBooks Pro be upgraded at some future time to Enterprise without starting over with Method? Since we are in the testing phase with an older datafile copy, can ...

Thanks, that did the job.  I presume anything I enter in the Transaction History becomes the Default for setting options on individual transactions.  Is that correct?

A newbie, I synced a test datafile with 4908 invoices, but can only see about 180 in Method.  What am I missing?