Does it work with QuickBooks Online?

Yes, as of June 2013, Method is integrated with the SmartVault toolbar for QuickBooks Online.

How do I upload a document from Method to SmartVault?

You simply need to add a new document to the DocumentLibrary table.  

Opportunity Example:

1. Go to Opportunities > Opportunities List.
2. Go to an existing opportunity, or create a new one.
3. Within the opportunity, go to the Documents tab.
4. Click Link or Upload Document.
5. Choose to upload a new document, and click Next.
6. Click the link for Upload for Attached Document.
7. Choose the Upload to SmartVault option.  If this is disabled, you need to setup the link with SmartVault.
8. Click Choose File, and select a document from your computer.
9. Click Upload Attachment.
10. Click Save & Close.
11. Give your document a name, and choose a folder.
12. Click Next. The document has now been uploaded to SmartVault and to the DocumentLibrary table in Method.  At this point, in SmartVault, the document is sitting in the generic "Method Documents" folder.
13. Now to link the document to your customer and to the opportunity, click Save & Close.  At this point, in SmartVault, the document has been moved from the generic "Method Documents" folder to the customer's folder.
14. In the Documents tab of the opportunity, click on the SmartVault icon of the document you just uploaded.  You may be asked to first sign into SmartVault, but after doing so, you should now see your uploaded document.
15. Now, go to QuickBooks, and double-click on the customer you just uploaded the document to.  This assumes you have the SmartVault Toolbar installed and integrated with your QuickBooks database. 
16. Click Company > SmartVault > View Documents. You should now see the document you uploaded from Method!

How do I download documents into Method that already exist in SmartVault?

Method does not automatically detect documents that exist for QuickBooks customers and transactions - you need to initiate a search and download. Fortunately, we have created a function that does this for you.  It will be built automatically into the February 2011 release. But if you are adventurous and want to get started by customizing your screens now, here's how you can call this function.

1. Add a button.
2. Add a RetreiveValueFromTable action that gets the customer's ListID field value and saves it as an action result.
3. Add a CallWebService action.
4. For the URL, use https://www.methodintegration.com/methodapi/service.asmx
5. For the Function Name, use MethodAPISmartVaultEnumerateDocuments.
6. Click Insert Parameters.
7. For Number of Parameters To Pass, choose 7.
8. For parameter 1, set the name to strCompanyAccount, and value to Value From Session: Account- Company Account Name
9. For parameter 2, set the name to strLogin, and value to Value From Session: User- User Name
10. For parameter 3, set the name to strPassword, and value to Type In: (leave this blank)
11. For parameter 4, set the name to strSessionID, and value to Value From Session: User- SessionID
12. For parameter 5, set the name to strObject, and value to Type In: Customer
13. For parameter 6, set the name to strListIDorTxnID, and value to the action result containing the customer's ListID
14. For parameter 7, set the name to AssignedToRecordID, and value to Value From Session: User- RecordID
15. Click Save & Close.
16. Click Save & Close again.
17. Publish your screen and click the button. What it will do behind the scenes is look at all the documents SmartVault has for that customer, and then check the DocumentLibrary and DocumentLibraryLink tables to see if those documents exist in Method. If not, it will add the documents to the DocumentLibrary table, and then link the documents to your customer by making an entry in the DocumentLibraryLink table.

How do I view a document in the SmartVault Toolbar for QuickBooks Desktop?

This assumes you have the SmartVault Toolbar installed and integrated with your QuickBooks database. If not, you need to installit.

1. In QuickBooks, go to the record (list, item, transaction, etc.) that you have uploaded a document to.
2. Double-click on the record so that you can see the SmartVault Toolbar enabled for that record. 
3. Either click on the attachments icon in the toolbar, or click Company > SmartVault > View Documents.  You should now see the document you uploaded from Method!

How do I view a document in the SmartVault Toolbar for QuickBooks Online?

This assumes you have the SmartVault Toolbar installed and integrated with your QuickBooks Online account.

1. In QuickBooks Online, go to the record (list, item, transaction, etc.) that you have uploaded a document to.
2. Click on the SmartVault Toolbar icon.  You should now see the document you uploaded from Method!

What happens when a lead converts to a QuickBooks customer?

When a document is uploaded from Method for a lead, it is uploaded to the generic Method Documents folder in SmartVault.  Once the lead is converted to a customer, the Method sync engine automatically moves the document to the appropriate folder for that customer.  Also this applies in the situation where you add a new customer that has not yet synced to QuickBooks.  It is okay to add documents for them, as the documents will be moved after they are synced to QuickBooks for the first time.

What happens with 'Waiting for Sync Approval' transactions?

When a document is uploaded from Method for a transaction that is not yet synced to QuickBooks, it resides in the Method Documents folder in SmartVault.  After the transaction has been synced to QuickBooks, the Method sync engine will automatically move the document to the transaction's folder in SmartVault.

How do I attach other, non-QuickBooks SmartVault documents to Method records?

If you have documents in SmartVault that are not assigned to a QuickBooks record, there is currently no way to view them in Method or attach them to a record in Method.  This is not a limitation with SmartVault, but rather a feature we have not put in at this time. 

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