![]() Unit of Measure Sync: If you have enabled Unit of Measure for your items, there are three choices for syncing. QuickBooks Closing Date: The closing date set in QuickBooks. Please contact Method Support for more information on this option. TCP/IP Roaming: Reserved for Method users on Right Networks. Method PUSH™ Connection Status: Sync engine status (connected or disconnected) and duration of status. If you make this change, click Reset and then re-sync. Reset Synced Computer Name : If you change the computer hosting your company file, Method will no longer recognize it. Usually the same machine the initial sync was completed on. Synced Computer Name: The main computer that hosts the QuickBooks company file above. Please contact Method Support ( to reset your QuickBooks file If you rename your QuickBooks company file name because of a company name change, Method will no longer recognize it. QuickBooks file: QuickBooks company file that syncs with Method. When you click Expand next to the Troubleshooting option, you will see this screen: In this case, Method:CRM opens the Resolve Conflicts list and lets you manually choose from the above choices. In our example, Phone number is updated, address is unchanged.Įnter into "Resolve Conflicts": Neither phone number nor address gets updated. #BILL4TIME SYNC WITH QB DESKTOP UPDATE#QuickBooks Wins: QuickBooks update takes precedence. In our example, new address is updated, phone number is unchanged. Method Wins: Method:CRM update takes precedence. Most Recent Wins: Most recent change will take precedence. The dropdown list sets the default way Method:CRM will address this editing conflict: When the engine reconnects, Method:CRM performs a changes-only sync and discovers the record has been changed and this becomes a conflict. It's updated with a new address in Method:CRM at 11:15. ![]() Bob Crenshaw’s profile is updated with a new phone number in QuickBooks at 10:30. The sync engine is offline from 10:00am to noon. #BILL4TIME SYNC WITH QB DESKTOP HOW TO#This setting tells how to resolve the conflict. Sync Resolution: If the same record(s) is modified in both QuickBooks and Method:CRM while the sync engine is not available, there may be an editing conflict. We suggest a time of day you're not likely to be using Method:CRM, since a full sync is extensive and can take time. If unavailable, we will re-attempt each day at the same time. Perform daily full sync at: Method:CRM will attempt to perform a full sync at the specified time. Sync Frequency: Method:CRM performs a changes-only sync every 15 minutes while the PUSH Connection is active. NOTE: Invoices with a balance greater than zero and sales orders that are not fully invoiced ignore this rule until they are paid off in full. ![]()
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