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QuickBooks Desktop Sync FAQ
Solution No. 252

This article will address some common question users have with Quickbooks Integration

 


Q1: Why can’t I do a Changes-Only synchronization on computers other than the “main? computer?

A1: Limiting Changes-Only and Full Synchronization to a single computer eliminates the possibility to two computers synchronizing the same data between QuickBooks and the server at the same time. This reduces your network traffic, the number of requests made to QuickBooks, bandwidth between your network and the server, as well as prevents database records from being edited by multiple synchronizations at the same time.

Q2: How do I change the computer I use as the ‘main’ synching computer?
A2:

  1. Confirm you have the correct company file open in QuickBooks. 
  2. In Method click the QuickBooks tab.
  3. Under the Edit Synchronization Preferences section, click Reset beside Computer to Sync With.
  4. Click Save Changes.
  5. On the computer you want as the new ‘main’ synching computer, install the Method Integration Engine and run a full synchronization.

Q3: How do I reset my account and use a different QuickBooks file?

A4: When you sync your QuickBooks company file to your Method account the company file and the account are bound together. You cannot reuse an account on a different QuickBooks company file without causing data conflicts and inconsistencies. If you need to sync a second company file, you’ll need to open a second account.

Q4: I have renamed my QuickBooks company file, but it is otherwise the same. How do I allow my Method account to sync with this?
A4:

  1. Confirm you have the correct QuickBooks company file open.
  2. In Method click the QuickBooks tab.
  3. Under the Edit Synchronization Preferences section, click Reset next to QuickBooks file.
  4. Open the Method Integration Engine.Note: If the Method Integration Engine is not open, click Start > Programs > Method > Method Integration Engine for Use with QuickBooks. If the Method Integration Engine is not visible, right-click on the Method icon in your taskbar next to the clock in the lower right-hand corner of your screen, and click Display.
  5. In the Method Integration Engine click Connect.

Q5: What version of QuickBooks do I need in order to use Method?
A5:

  • US versions of QuickBooks Pro/Premier/Enterprise 2004 or higher 
  • Canadian versions of QuickBooks Pro/Premier/Enterprise 2008 or higher
  • UK versions of QuickBooks Pro/Premier/Enterprise 2008 or higher
  • Australia versions of QuickBooks Pro/Premier/Enterprise 2008 or higher
  • QuickBooks Online

    TIP: Only Windows versions are supported. There is no integration for QuickBooks for Macintosh.
     
  • QuickBooks Free, QuickBooks Simple Start, and QuickBooks POS are not supported.

Q6: Does QuickBooks need to be open in order to use Method?

A6: You can still use Method to access and modify information even if QuickBooks is closed. Any changes will be synchronized with QuickBooks next time it is opened on the main synching computer. If you want to take advantage of Method?s real-time syncing, QuickBooks must be open, and be open to the correct company file.

Q7: Does Method work on a Mac?
A7: The Method Integration Engine must be installed on a Windows computer. Dispatchers, however, can log in to their Method account via FireFox for Macintosh.

Q8: What happens to my data if I cancel my account?
A8: Once we have confirmed your cancellation your Method data will be permanently deleted within 30 days.

 

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