📌 Note: If you are using QuickBooks Desktop as your accounting software, please check our article QuickBooks Desktop Sync Preferences.

This document will walk through the preferences for synchronization with QuickBooks Online. Most users will never need to change these settings, unless they require specific preferences.

🔐 Administrator permissions are required to access the QuickBooks Preferences.

Navigating to QuickBooks Online Sync Preferences

Click the Profile icon in the upper right and click Integrations.
Select QuickBooks Sync.
This will take you to the QuickBooks sync page:

QuickBooks Sync Details

The first two tiles gives you information on your sync with QuickBooks online.

Connection Details: Date and time your connection with QuickBooks Online was established.
- Disconnect Sync: Disconnects the sync. This means no information will sync between Method and QuickBooks until the sync is re-established.
Sync: The last time Method performed a sync. To initiate a sync, click the Changes only sync button.

If your sync is disconnected, you will get the option to Connect to QuickBooks, where you can reestablish the sync.

QuickBooks Sync - Advanced Settings

Clicking the Advanced settings link under Settings will take you to this page:

QuickBooks organization name: The name of your Method account.
QuickBooks online company ID: The number assigned to your account by QuickBooks Online.
Transaction preferences: Set Method to automatically assign a transaction number when saving, instead of waiting on QuickBooks to assign and send it back to Method.
- When checked, the transaction number will start +1 after the highest transaction number in Method, whether it was archived or not.
- When unchecked, the number will start +1 after the last transaction number in QuickBooks.
  📌 Note: When using this feature we strongly suggest creating transactions in Method or QuickBooks but not both. Doing so may result in transactions with the same number.
Custom transaction numbers: A read-only value showing the corresponding setting in QuickBooks, found under Account Settings → Sales → Sales Form Content. This setting cannot be updated in Method.
📌 Note: These preferences are not synced in real-time from QuickBooks. Any changes made to preferences directly in QuickBooks will require a manual sync to bring the updated data into Method,

Tax Preferences: (see below).
Auto sync frequency: This section describes how often a sync occurs between QuickBooks and Method.
- If any record is added or updated in Method, this immediately gets synced to QuickBooks.
- If a record is added or updated in QuickBooks, it will automatically sync to Method within 10 minutes.
- Every hour, any record that has been changed within QuickBooks will sync over to Method.

⚠️ NOTE: When Method does a real-time sync to QuickBooks Online, there is a concurrency limit: QuickBooks only allows 10 calls being sent at the same time. Calls after this will time out and not be processed.

This is mostly a problem when doing large batch processing for transactions using a custom screen or Method's API.

Tax Preferences

If you are using a QuickBooks US account then you will see the following options:

Live sales tax from QuickBooks (Recommended): QuickBooks calculates the tax live as you work. What you see is exactly what gets recorded.
📌 Note: Live sales tax requires Automatic Sales Tax in your QuickBooks Online account.
- If Automatic Sales Tax (AST) is enabled in QuickBooks, Method may need to reconnect to update the connection with AST. A prompt will appear with a button to Connect to QuickBooks to update your connection. Click this button to reconnect.
Estimate sales tax in Method: Method will estimate the taxes for any transaction before syncing to QuickBooks.
- Tax estimated by Method might change after syncing to QuickBooks.
- Tax in Method will get overwritten with Method estimated tax every time a user clicks on the Save button, even after the transaction has synced to QuickBooks. Tax will always be updated from QuickBooks after sync.
Don't estimate sales tax in Method: No tax is shown in Method. QuickBooks has complete control over tax amount calculation and the transaction will be updated with tax amount after syncing to QuickBooks.
- Tax amount will be 0.00 in Method until the transaction successfully syncs to QuickBooks
- If a transaction is updated in Method after it has already synced, taxes will reflect the old tax amount from the first sync. New taxes will be updated in Method after subsequent successful syncs.

QuickBooks Sync Conflicts

A sync conflict happens when QuickBooks is unable to complete a request by Method to add, modify or delete a record.

Clicking View conflicts brings you to the Sync conflicts page:

You can filter which conflicts show up in the grid with the filter view above the grid.

General Conflicts: All the conflicts where records attempting to sync are not accepted by Quickbooks.
Table conflicts: There will also be views to further filter by table if there are conflicts for those tables. In the above example, there is also an option to filter the grid for only the Invoice table sync conflicts.

Beneath the grid are the following buttons:

Retry Sync: Retry syncing selected records to QuickBooks.
Delete from Method: Delete selected records from Method.
Refetch from QuickBooks: Restore selected records from QuickBooks.
Clear / Clear all: Clear the sync conflict grid, however, the conflicts themselves will not be resolved and may come back on the next sync.

NOTE: Retry sync and Restore in QuickBooks button will be disabled if the sync is disabled.

For a list of common sync conflicts, see QuickBooks Online Sync Conflicts for details.