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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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The following indicates which accounting application(s) the release note(s) apply to.
- QBD = QuickBooks Desktop
- QBO = QuickBooks Online
Estimate
- New - the “Document...” but now supports new documents being uploaded, linking of existing documents and viewing documents linked to the transaction. (QBD & QBO)
- New - in the “Existing Estimates” grid you can now click the Customer:Job and be automatically linked to the Edit Lead or Edit Customer respectively. (QBD & QBO)
Invoice
- New - the “Document...” but now supports new documents being uploaded, linking of existing documents and viewing documents linked to the transaction. (QBD & QBO)
- New - in the “Existing Invoices” grid you can now click the Customer:Job and be automatically linked to the Edit Lead or Edit Customer respectively. (QBD & QBO)
Receive Payment
- New - the “Document...” but now supports new documents being uploaded, linking of existing documents and viewing documents linked to the transaction. (QBD & QBO)
- New - in the “Existing Received Payment” grid you can now click the Customer:Job and be automatically linked to the Edit Lead or Edit Customer respectively. (QBD & QBO)
- Fixed - the Payment Method dropdown list now only shows active payment methods. (QBD & QBO)
- Fixed (#3240) - the Select the invoices you wish to pay grid now refreshes properly when clicking selecting an invoice. (QBD & QBO)
Sales Orders
- New - the “Document...” but now supports new documents being uploaded, linking of existing documents and viewing documents linked to the transaction. (QBD)
- New - in the “Existing Sales Orders” grid you can now click the Customer:Job and be automatically linked to the Edit Lead or Edit Customer respectively. (QBD)
New Document
- New - added the ability to attach new documents to estimates, invoices, received payments and sales orders(QBD) when the screen is called in pop-up windows. (QBD & QBO)
Edit Document
- New - the Existing Document Links grid now displays CRM and customer links all in one grid. Depending on what the document link is linked to, the grid will display the name of the CRM link or the reference number of the transaction. (QBD & QBO)
Edit Document Link
- New - added the ability to link documents to estimates, invoices, received payments and sales orders(QBD).
Cheers,
Danny
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Updated Method Integration Engine for QuickBooks Desktop
The following updates are now available on the version 1.0.199 of the Method Integration Engine.
- Multi-tenancy support - Previously, beta testers of the multi-tenant ("Franchise") version of Method had to have a special Method Integration Engine manually installed. All multi-tenancy features are now built into the standard 1.0.199 version. Click here to learn more about multi-tenancy.
- SmartVault support - Version 1.0.199 is required if you want to sync existing SmartVault documents from QuickBooks to Method. Click here to learn more about integration with SmartVault.
- Updated Certificate - The Method Integration Listener and Method Integration Engine are signed with a new digital certificate, with a April 2014 expiry date.
- Enhanced support for Bank Transfers - Bank Transfer transactions now sync both the debit and credit transactions to the Transaction table.
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
Bill Payments
- Fixed (#3215) - an error message was appearing when attempting to click the “Pay Selected Bills” button. (QBD)
Cheers,
Danny
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