Search results for 'sync'

Re: Linked Tags

Method_Inderdeep — Thu, 26 Mar 2026 13:23:18 GMT

Hello Kristine,

No, tags added to an Invoice do NOT automatically flow to the Contact or Customer Portal in Method CRM.

Here’s how it actually works:

Tags are typically record-specific (e.g., Invoice, Opportunity, etc.)

If you tag an Invoice, that tag:
- Stays on the Invoice record
- Can be used for filtering, reporting, or workflows tied to invoices
It does NOT sync or propagate to:

The Contact record
The Customer (Portal view)

Why this Happens

Method CRM treats each table (Invoice, Contact, Customer) as a separate entities unless:

You explicitly map or automate the relationship
Or build a custom workflow

Here are some options:

Option 1: Automation (Recommended)

Create an automation like:

Trigger: Invoice created/updated with a tag
Action: Update related Customer/Contact field

Example:

If Invoice Tag = “VIP”
Then update Customer field → “Customer Type = VIP”

Option 2: Custom Field Instead of Tag

Instead of tagging invoices:

Create a custom field on Customer/Contact
Update that field directly (manually or via automation)

This way:

It shows on:
- Contact screen
- Customer portal (if exposed)

Option 3: Portal Customization

If you specifically want it visible in the portal:

You’ll need to:

Store the value on the Customer record
Then expose that field in the portal layout

Hope this helps!

- Inder

Re: MIE error - Insufficient permission level to perform this action

roy will — Mon, 23 Dec 2019 17:55:18 GMT

The user syncing doesn't have access to the Trial Balance. When you sync with QuickBooks open, the permissions for the user logged into QuickBooks are used. When you sync with QuickBooks closed, the permissions for the user listed in QuickBooks Integrated Application preferences are used.

Solution to QuickBooks Status Code 3260

If you are syncing with QuickBooks closed:

Open QuickBooks (QB) as the QB Admin with QB in Single User Mode
Go to Edit >Preferences >Integrated Applications >Company Preferences
Select Bill.com and click Properties
Select "Admin" In the Login As field under Allow Access, so that the sync will run with these permissions or "Allow this application to read and modify this company file" depending on your QB version

If you are syncing with QB open, close QB and then sync with it closed, so that the "Login As" user permissions (Admin) are used.

Re: Sync Problem

Method_Inderdeep — Thu, 04 Apr 2019 19:54:20 GMT

Hello thesolarguys,

I have created a support case for our team to assist you with this issue. They will schedule a time with you and troubleshoot this over screen share.

Regards,

Inder

Sync Problem

thesolarguys — Thu, 04 Apr 2019 14:23:20 GMT

It seems recently (over the past month or so) we have been having a warning box pop-up when trying to sync. Its the QB "Bank Feeds in Use" warning box. This stops the sync engine from continuing and is extremely annoying. I don't recall this ever being a problem in the past and I don't think we have changed the way we use QB. https://www.dropbox.com/s/erkcqk2esm7n35k/error.jpg?dl=0

Re: Vendor Accounts

Method_Ben — Mon, 14 May 2018 15:56:44 GMT

Hi Blake,

We dont sync with this information currently, but a similar result could be achieved through customization. You would just need to add a new field to the Vendor Table (named something like 'DefaultAccount' for example) - and have this information pulled onto your bills screen when selecting a Vendor.

Thanks Blake

-Ben

Re: Method Sync Freezing

Method_Inderdeep — Thu, 08 Mar 2018 20:21:50 GMT

Closing a loop on this one as this was handled by our support team over the phone call.

Re: QuickBooks error message: A custom style must be set on this transaction

Method_Ben — Tue, 09 Jan 2018 22:30:11 GMT

Hi April,

Hmm thats a strange one, dont believe I've ever seen that error before!

I'm looking in your account at the moment and it appears the conflicts have disappeared. Are you seeing this error, or any errors at all on the Sync engine itself?

Thanks April!

-Ben

Method Sync Freezing

jboydstun@vartest.com — Fri, 29 Dec 2017 18:35:45 GMT

I have an issue that occurs once or twice a week where the Method Integration Engine gets stuck in the middle of a sync and never completes. It will stay in this state for days if I don't restart it. At the bottom of the window it says that it is connected, but the sync won't finish and no other sync can start. There are no other error message in QUickbooks or the MIE to alert me to a problem. I am running the engine on my computer as an Admin level user. The QB Database Server is running on a Windows Server 2008. We have done the following in attempt to fix the problem:

- Updated QB

- Updated MIE

- Changed servers that host QB

- Changed computers on the network and made sure all updates have been performed

- Checked all event logs of both server and pc with MIE for an indication that connection was lost

When I look at the Method Engine Logs for that day, all I see is the following repeated over and over again:

Exception rethrown at [0]:
at Dart.PowerTCP.Sockets.SegmentEventArgs.get_Segment()
at MethodIntegrationEngine.QuickBooks.tcp1_EndReceive(Object sender, SegmentEventArgs e)
12/28/2017 7:00:30 PM|Error|JESSEWIN7-PC|Windows 6.1.7601|QuickBooks||||tcp1_EndReceive->10|****tcp1_EndReceive ERROR (Connected=True)|Dart.PowerTCP.Sockets.BusyException: Operation in progress.

Server stack trace:
at t.b()
at t.Invoke(Delegate A_0, Object[ A_1)
at Dart.PowerTCP.Sockets.Tcp.b(Byte[ A_0, Int32 A_1, Int32 A_2)
at Dart.PowerTCP.Sockets.TcpStream.Read(Byte[ buffer, Int32 offset, Int32 size)
at Dart.PowerTCP.Sockets.SegmentedStream.Read(Byte[ buffer, Int32 offset, Int32 count)
at Dart.PowerTCP.Sockets.Tcp.Receive(Byte[ buffer, Int32 offset, Int32 count, SocketFlags socketFlags)
at System.Runtime.Remoting.Messaging.StackBuilderSink._PrivateProcessMessage(IntPtr md, Object[ args, Object server, Int32 methodPtr, Boolean fExecuteInContext, Object[& outArgs)
at System.Runtime.Remoting.Messaging.StackBuilderSink.PrivateProcessMessage(RuntimeMethodHandle md, Object[ args, Object server, Int32 methodPtr, Boolean fExecuteInContext, Object[& outArgs)
at System.Runtime.Remoting.Messaging.StackBuilderSink.AsyncProcessMessage(IMessage msg, IMessageSink replySink)

Re: Quickbooks hosting and Method Sync

emilyrose1 — Tue, 31 Oct 2017 06:01:11 GMT

Thanks Ben, for the helpful reply.

Re: Quickbooks integration login issue

acspw — Wed, 11 Oct 2017 15:54:28 GMT

Ben,

I was having a problem with the sync engine so I uninstalled it and am in the process of trying to re-install the sync engine. That is where I am having the issue, there is something blocking the installation of the sync engine. I keep getting an error saying "Your administrator has blocked this application because it potentially poses a security risk to your computer". These are the steps that I have taken: I am the administrator of the computer, after downloading the application from Method, I went to the file properties and unlocked it, disabled Kaspersky, tried installing with QBKS open & closed (I right clicked on the application and selected run as administrator) and still no luck.