Method:Classic General Q&A

Re: Question from potential customer re: reports/extracts

CatHouse — Mon, 31 Dec 2012 21:06:28 GMT

And I should clarify that we're using QuickBooks Online. The standard reports don't meet all of our needs, but if it's possible to enhance them with some additional data, they could work.

Thanks,

Faye

Re: Question from potential customer re: reports/extracts

Method_Ashur — Mon, 31 Dec 2012 19:37:23 GMT

Just to clarify, my last post is specific to the installed version of QuickBooks, not QuickBooks Online.

- Ashur

Re: Question from potential customer re: reports/extracts

Method_Ashur — Mon, 31 Dec 2012 19:35:04 GMT

The Method Integration Engine, the application which does all the real-time synchronization between Method and QuickBooks, won't work with the Mac OS nor will it work with QuickBooks for Mac. That's because Intuit hasn't released an SDK for the Mac version of QuickBooks, which is needed for third party developers to create awesome apps to integrate with it, like Method . Some of us here use Mac's as well but have a virtual Windows environment for QuickBooks and the Method Integration Engine.

- Ashur

Re: Question from potential customer re: reports/extracts

CatHouse — Mon, 31 Dec 2012 18:57:21 GMT

Thanks, Ashur. This does help. I was going to sign up for a free trial to see what I could do with this, but it appears that Report Designer is PC-only. Is that correct? If so, I'll have to find a PC to work from - I don't want to buy a Windows OS and emulator for my Mac just to check this out.

Are there other Method components that won't function on a Mac?

Faye

Re: Question from potential customer re: reports/extracts

Method_Ashur — Mon, 31 Dec 2012 14:55:35 GMT

Hi Faye,

Using Method, you can setup mailing campaigns through our List Builder screen, however in order to accomplish what you're looking for using the current screen would require some creative customization. We're looking to add a tagging system and functionality to categorize $$$ received in early 2013 which will be a huge help when detailing criteria for generating mailing lists.

As for financial reporting, it is possible in Method however this isn't one of our strong suits as this is a QuickBooks area of focus. However, you can create your own custom report templates or edit existing ones from QuickBooks using our Report Designer tool.

Hope this helps!

- Ashur

Question from potential customer re: reports/extracts

CatHouse — Sun, 30 Dec 2012 23:37:56 GMT

I'm with a relatively small non-profit cat shelter that uses QuickBooks Online Essentials for our accounting system. Because we're all volunteers, most of whom have full-time paying jobs elsewhere, we strongly prefer cloud solutions so we can do work from home as time is available. QBOE is adequate, although not great, for non-profit accounting, but we've ended up keeping an Excel spreadsheet to track donors and adopters and generate a mailing list because we can't easily extract data from QBOE. Duplicate data entry, as might be expected, can create a mess. It's also proven to be impossible to generate year-end donation reports for donors to use for tax reporting without a lot of manual effort. (The reports of transactions categorized as donations that we can get from QBOE don't include mailing addresses.)

Would Method CRM be helpful to us? I'm particurly looking for a way to extract mailing lists (could be email or physical mailing addresses) for donation campaigns with logic along the lines of "anyone who has donated any amount or adopted in the last year, or who has donated a total of $XXX in the last three years". We also need a way to generate donation reports at year-end; generation of receipts at the time a donation is recorded would be a real bonus.

Any advice would be appreciated!

Thanks,

Faye

The Cat House, Lincoln, NE