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  • Need to understand sync behavior regarding Transaction History

    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...
    Posted to Forum by viret56 on 03-21-2012
  • Full Synchronization Not Completing.

    I see from searching the forum posts that others have had issues with synchonization completing. I am trying to help a client resolve synchronization issues. (They have contacted Ronen directly, as I intend to. But first a question or two.) I see several conflicts that begin "QuickBooks returned...
    Posted to Forum by viret56 on 03-12-2012
  • Replacing QB data file after customization

    We used a copy of our QB live data file as our 'dummy' database when I started customizing Method for our use. We are intending to just replace this dummy file with the live data when customization and testing is completed. We're assuming the sync engine will update changes made between the...
    Posted to Forum by Rolf on 11-24-2011
  • Method on file server using a QB license

    My client has a two user QB license installed on two workstations as well as the server. In order for the Method Sync engine to work, QB has to be logged in on the server, thus using one of the licenses. Should the Method Engine be installed on the workstation instead? Do you have any other suggestions...
    Posted to Forum by Patricia Hendrix on 10-25-2011
  • Full Synchronization

    My changes only sync is working every day . . . but the full sync is not happening unless I manually do that. Is this how it's supposed to work? If not, how do I resolve?
    Posted to Forum by pdirect on 05-16-2011
  • Sync Engine issue

    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...
    Posted to Forum by Shirley Makrecky on 04-14-2011
  • Running QB data file on a server - How to setup Method sync engine

    Merry Chrstmas All, I am new and am setting up my QB sync for the first time. Two questions: Since I am running my QB database on a server, do I install the method sync engine on the server or on each client desktop? If I have to install the engine on each client, does that mean at least one of the clients...
    Posted to Forum by handcrafted on 12-24-2010
  • Changing QB file

    When installing Method on my PC I used the Manufacturing Services sample file from QB. I notice the tutorials are built around the Rockport example. However, I have already synched the manufacturing file with Method and it of course has the data from Manufacturing in the synch copy on the Method server...
    Posted to Forum by m.rini on 12-16-2010
  • Custom Fields Erased on Method Synchronize

    We have added custom fields to the EstimateList table. These custom fields include lines such as "Unit Price." These fields are saved to the database and work great when we close an Estimate and open it back up later. Today we noticed that all of our custom fields from past Estimates were blank...
    Posted to Forum by akoumjian on 11-18-2010
  • Quickbook functions that must be done in Quickbooks?

    Can someone provide me a quick summary list of the actions that must be performed in Quickbooks? I have a client who is interested in using Method, but wants to know what she won't be able to do remotely. Thanks.
    Posted to Forum by Lynn on 08-04-2010
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