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The following indicates which accounting application(s) the release note(s) apply to.
- QBD = QuickBooks Desktop
- QBO = QuickBooks Online
QuickBooks Invoice
- New (#3217) - we’ve applied the same new features added to the estimate screen yesterday to the invoice screen. This means you can now take advantage of the single sign in option using the contacts email address. (QBD & QBO)
New Lead
- Fix - updated some actions that were outdated and flagged with new validation on the Method platform. (QBO)
Cheers,
Danny 
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The following indicates which accounting application(s) the release note(s) apply to.
- QBD = QuickBooks Desktop
- QBO = QuickBooks Online
QuickBooks Estimate
- New (#3217) - if the “Email notification when saving?” checkbox is checked, a special miURL email gets sent to the customer. When the customer clicks this link, they are prompted to enter in their email address as part of the authentication process. Some of the feedback we received suggested that some customers simply don’t want the added step of entering their email address. Of course entering the email address is more secure then logging them directly into their portal account. To help scratch the itch we’ve now updated the estimate screen to take advantage of the single sign in option from within the portal settings.
To enable this, click Customize > Portals and edit the portal (likely the Contacts Portal). Once in the edit screen, check the option for “Enable single-click sign in for emailed links”. (QBD & QBO)
Cheers,
Danny 
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Invoices
- New feature to accommodate email notifications when saving.
- Fixes to save & close so screen closes when open as pop up.
- Fixes to actions on save button to meet Method validation for actions.
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Updated Method Integration Engine for QuickBooks Desktop
The following minor update is now available on the version 1.0.203 of the Method Integration Engine.
- Display on re-open - We made a minor user-experience update. Previously if the Method Integration Engine was open, and minimized, it would not display if you went to Start > Programs > Method Integration Engine. With this update, the engine immediately displays. This saves the confusion of having to click on the small Method icon on the notification area if the Method Integration Engine is open vs. Start > Programs if it is not open.
This can be updated manually here (or you can wait until it updates itself):
Enjoy,
Paul
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Updated Method Integration Engine for QuickBooks Desktop
The following minor update is now available on the version 1.0.202 of the Method Integration Engine.
- Enhanced error reporting - We made a minor update so that we get notified in more situations where the Method Integration Engine cannot complete a full sync due to problems outside your control. This enables our developers and support staff to resolve sync issues proactively.
This can be updated manually here (or you can wait until it updates itself):
Enjoy,
Paul
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The following indicates which accounting application(s) the release note(s) apply to.
- QBD = QuickBooks Desktop
- QBO = QuickBooks Online
Item Service
- Fixed (#3289) - when adding a new service item from Method, the “Expense Account” dropdown list was missing. This is needed for services that are performed by a sub-contractor. The field has now been added to the screen. (QBD)
Cheers,
Danny 
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"April" version now available
The following updates are now available on the staging site. You can access the April version by clicking "Switch to the April version" when you sign into Method.
- HTML Editor - we have upgraded the HTML Editor (this is the object used for typing in comments for a new activity, or for creating email templates). In the March version, sometimes when the HTML editor was loaded you would be unable to view or enter text entered into the design tab. The previous HTML editor also slowed down page load. The new HTML editor solves these problems.
- Import / export - this was updated so that Customer Leads and Vendor Leads have their own virtual table, making them much easier to import into. See release notes.
- Tab and tab link renaming made easier - Previously, if you renamed a tab or a tab link you'd have to also rename the Go To Tab Link actions that referenced them, otherwise the Go To Tab Link action would break. We improved the logic behind the scenes, to make this happen automatically. Go ahead, and rename away!
- Sales tax rounding - We switched the rounding of sales tax to use 'round away from zero' methodology, instead of standard mathematical rounding. This matches QuickBooks rounding. This will prevent scenarios where sales tax is sometimes 1 cent off in Method vs. QuickBooks.
- 5 digit port numbers - SMTP email server settings now support 5 digit ports. Before the limitation was 3 digits.
- SMTP email settings in My Profile - your users can now enter their own SMTP email settings by clicking on their User Name in the top-right, and choosing My Profile. Previously, this could only be set by administrators.
- Authorize.NET emulation - you can now override the POST URL for the Authorize.NET payment gateway. This allows you to use any credit card processor that supports Authorize.NET emulation (i.e. they have an API that works just like Authorize.NET, so it's just a matter of pointing the credit card processing to their site instead of Authorize.NET's site.
- Fix: Document special characters - documents that were uploaded with an & or ' in their name had trouble being viewed or uploaded. This is resolved.
- Fix: Users special characters - users with an '#' in their name caused them to be un-editable. This is resolved.
- Fix: Dropdowns with empty values - previously if you had referenced a dropdown object in an action such as "Enter Value Into Field On Screen" or "Retreive Value From Screen", and that dropdown was never specified, or had since been removed....Method would just skip it and move on. This runs the risk of giving undesired results - as their must have been a reason you specified a dropdown in that action in the first place. With the April version we now alert you to this issue, and tell you which action needs to be fixed.
- Mobile Sign In - you are now able to sign into Method Mobile using your Google Apps account or Intuit Account. This is much easier than typing out your Company Account, User Name and Password on a mobile screen.
Enjoy,
Paul
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Updated Import / Export Tool
The following updates are now available for the Method Import / Export tool:
- Common tables - When choosing to import or export tables, only "Common tables" are shown initially. To show the rest of the tables, simply unclick Show only common tables?.
- Customer and Vendor tables - The Customer and Vendor tables now only export non-leads.
- New Customer Lead and Vendor Lead virtual tables have been added to the list. These tables only export leads. If you import into these tables, and do not have an IsLeadStatusOnly column in your import file, they will automatically be imported as leads.
- New Customer and Customer Lead and Vendor and Vendor Lead virtual tables have been added. These tables export both leads and non-leads.
- Button styling has been updated to match the latest styling inside Method.
- A new Method CRM Help Center article has been written, click here to view it.
Enjoy,
Paul
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The following indicates which accounting application(s) the release note(s) apply to.
- QBD = QuickBooks Desktop
- QBO = QuickBooks Online
Contacts
- Fixed (#3349) - when the screen initially loaded for a new contact, the “Email notification” checkbox was not appearing. This has now been fixed to appear when the screen loads. (QBD & QBO)
Contacts List
- Fixed (#3349) - when the screen initially loaded for a new contact, the “Email notification” checkbox was not appearing. This has now been fixed to appear when the screen loads. (QBD & QBO)
Cheers,
Danny 
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The following indicates which accounting application(s) the release note(s) apply to.
- QBD = QuickBooks Desktop
- QBO = QuickBooks Online
Sales Order
- Fixed (#3323) - when loading a lead or customer from the grid on the left, if a different lead/customer was selected from the current transaction, their information was loaded onto the screen. (QBD & QBO)
Thanks,
Danny 
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The following indicates which accounting application(s) the release note(s) apply to.
- QBD = QuickBooks Desktop
- QBO = QuickBooks Online
Invoice
- Fixed (#3323) - when loading a lead or customer from the grid on the left, if a different lead/customer was selected from the current transaction, their information was loaded onto the screen. (QBD & QBO)
Cheers,
Danny
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The following indicates which accounting application(s) the release note(s) apply to.
- QBD = QuickBooks Desktop
- QBO = QuickBooks Online
Estimate
- Fixed (#3323) - when loading a lead or customer from the grid on the left, if a different lead/customer was selected from the current transaction, their information was loaded onto the screen. (QBD & QBO)
Cheers,
Danny
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The following indicates which accounting application(s) the release note(s) apply to.
- QBD = QuickBooks Desktop
- QBO = QuickBooks Online
Contacts List
- New - new screen that allows for adding and editing of contacts for an entity. (QBD & QBO)
Contacts
- Improved - before we attempt to save a contact, we now verify that the contact has a full name assigned. This prevents contacts being created that are not assigned to an entity. (QBD & QBO)
- Fixed - now the “Email Confirmation” checkbox only appears when the entity is a customer. (QBD & QBO)
Vendors List
- New - similar to the customer and lead screens, we’ve now added the ability for vendors to add an unlimited amount of contacts. This was already available for QuickBooks Desktop but not QuickBooks Online. (QBO)
- Improved - under the “Activities” tab section, when you click on “New Activity” you are taken to the Method 2.0 style activity screen vs. the older style activity screen. (QBD & QBO)
- Improved - under the “Activities” tab section, when you click on “Go To” in the activities grid you are taken to the Method 2.0 style activity screen vs. the older style activity screen. (QBD & QBO)
- Fixed (#2920) - when clicking on the Add/Edit Contacts button you are now taken to the new ContactsList screen. This allows you to add/edit contacts vs. only adding contacts. (QBD)
Cheers,
Danny
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The following indicates which accounting application(s) the release note(s) apply to.
- QBD = QuickBooks Desktop
- QBO = QuickBooks Online
New Document
- Fixed (#3279) - when clicking the upload window closed, if no document was uploaded the “Name” field would show a “-1”. This was caused by no document being uploaded. Now we verify that a document has been uploaded first before attempting to fill in the “Name” field. (QBD & QBO)
Cheers,
Danny
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The following indicates which accounting application(s) the release note(s) apply to.
- QBD = QuickBooks Desktop
- QBO = QuickBooks Online
New Document
- Improved - when uploading a new document through the upload attachment window, the document name will now be automatically filled in provided the “Name” field is blank. Previously you’d need to fill in the “Name” after uploading your attachment. This saves you some of the manual work. You’ll also be taken directly to the “Description” box after the pop-up closes. (QBD & QBO)
Cheers,
Danny
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