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We setup an employee in QB and then setup a user in Method. But now when we try to link the Method user to the QB employee, the employee name does not show up in the list ... and it's been weeks since we added both so we know it's not just a sync delay problem. Also, if we try to assign this...
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Thanks Chad, I look forward to hearing what you come up with because I needed to do a similar import for deposits (only 400 records), and am now running into another problem. I was able to import into the DepositTotal field without any problems. I also imported my deposit lines and all looks fine in...
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I am in the process of upgrading our QuickBooks from v. 11 to v. 12 (2012 Enterprise Edition). How does the Method sync fit into that process? i.e. What do I need to do to make sure the Method sync works with v. 12 and doesn't lose data?
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Hello, I see that there is a way to synchronize Outlook with Method. Is there a way to sync gmail with Method?
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We have a new account and set the Transaction History to 60 days with transaction options set to default. I understand that 'open' transactions will be brought over to Method. But we are seeing transactions outside the history setting as far back as 7 years. Aside from 'open' transactions...
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Is there a Method PUSH/API Call limitation of some kind? I'm using a loop action in Method to update a large batch of transactions in a client's QB file. Although the loop action (including pushing updates to QuickBooks) starts off working well, Method stops updating QB after it has already processed...
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I receive a sync error on almost everything I create in Method. Here is one example of following sync errors, this is from creating a new estimate under field service center: QuickBooks returned an error when adding/modifying a accEstimate record. The error was: There was an error adding, modifying or...
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When we make certain changes to existing transactions in Method (in particular changes to existing journal entries), the changes save in Method, but they won't sync with Quickbooks, and I'm not getting a conflict/error message in the "Resolve Conflicts" screen. However, I do get the...
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Hello, I am new to Method and fairly new to CRM development. I am trying to switch our company over from Sugar CRM to Method (mainly due to the fact that Sugar does not work with QuickBooks), and have a few questions on how to get this accomplished with as littlepain as possible. I have exported a test...
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Hi: We upgraded to a new computer and we need to move our Method account to this new computer which will be the main computer with admin rights (using same company file in QuickBooks as before). We went online into Method under the administrator and under the QuickBooks tab we clicked on the Reset for...
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