Search results by user ID 6089

Purging

L.Sheaffer — Thu, 04 Jun 2015 22:27:08 GMT

I have a new QBOE company file (its my pracice in QBOA) and have imported lists and invoices. It is attached to Method, so Method has data plus some activities I've added. I'm considering purging the QBOE data by means of importing an empty QuickBooks desktop data file because I want to make some major changes in QuickBooks. What would happen with Method? would it put all the data right back into QuickBooks when it syncs? could I effectively erase everything in Method by controlling the direction of the sync? I would be happy if Method were purged as well, so the new struture of the QuickBooks company would sync into Method. Are there better alternatives I should consider?

Re: Right Networks and multiple clients

L.Sheaffer — Mon, 03 Feb 2014 17:37:31 GMT

My question is about the sync engine (not outlook plugin). I have the Method sync engine installed on Right Networks (for my Right Networks user). Method currently is used for only one client. There is a second client on Right Networks that I need to use the Method sync engine with. How do I set that up? Is it as simple as granting the sync engine access to the second file – then it will connect each QuickBooks file to the related Method account?

Right Networks and multiple clients

L.Sheaffer — Fri, 31 Jan 2014 22:01:39 GMT

I have two clients starting tuo use Method. They both keep their files on Right Networks. This means that my Right Networks user name will need to access two Method accounts. Right Networks indicated I should contact Method to see how to “properly configure the (Method) plugin” for multiple accounts. Where can I find this information?

Time

L.Sheaffer — Fri, 24 Jan 2014 16:24:14 GMT

I'm looking for instructions on how to set up a portal user to enter time tracking into Method for synq with QBks. Any info on how to and limitations would be appreciated.