If you are using Method with QuickBooks Online, this article will outline common reasons why transaction numbers would be blank after creating a transaction (invoice, estimate, sales receipt, etc.) and the steps to resolve this.
Step 1: Verify which platform Method expects to assign transaction numbers
Either Method or QuickBooks will assign the transaction number. Usually, blank transactions numbers occur if Method expects QuickBooks Online to generate them, but QuickBooks Online is not set up to generate them.
First, check Method to see which platform it is expecting to assign the transaction numbers.
Click the Profile icon in the upper right and click Integrations.
Select QuickBooks Sync.
Click Expand on Advanced option.
You'll find the checkbox Let Method assign Transaction numbers.
NOTE: If the above is checked, then Method is set to assign numbers and should work. If transaction numbers are blank even with this checked, then please reach out to Method Support.
If the Let Method Assign Transaction Numbers is unchecked, then it is expecting QuickBooks to assign transaction numbers.
Step 2: Verify QuickBooks is assigning transaction numbers
QuickBooks Online can be set up to have Custom transactions numbers, which would be set by the user and not set automatically. You will need to verify this is turned off.
Log into QuickBooks Online.
Go to Settings
, then select Account and settings.Select Sales.
In Sales form content, select Edit ✎.
Make sure Custom transaction numbers is turned Off.
Select Save, then select Done.
If QuickBooks Custom transaction numbers are turned off, and Method isn't set to assign transaction numbers, and the transaction numbers are still blank, then proceed to Step 3.
Step 3: Verify Transactions are Syncing
By now, you have determined that Quickbooks should be assigning transaction numbers, but it is not. There are a few things you can check for this.
Is Wait for Sync Approval Checked?
Open your transaction with the blank number. Is "Wait for sync approval?" checked?
If the transaction is awaiting approval before syncing to Quickbooks, then this transaction is not in QuickBooks and Quickbooks cannot assign a number.
Is Quickbooks and Method syncing?
You should try and refresh your connection with QuickBooks. Please see our article on How to Reconnect QuickBooks Online with Method.
If this does not help, please go to Step 4.
Step 3: Verify Your Transaction Record isn't in Conflict
If none of the above has worked, then you should check to see if the transaction in question has a sync conflict.
Go back to your QuickBooks Sync preferences as outlined above.
If there is a conflict, then under Sync Conflicts you will see View Conflicts. Click that link.
If you notice your transaction is in sync conflict, please refer to the following article to clear the conflict: QuickBooks Online Sync Conflicts.
If you have gone through these steps and still require assistance, please reach out to Method Support.