Re: Migrate from QB Desktop to QBO

Method_Greg — Mon, 18 Aug 2014 14:26:30 GMT

Hello James,

There isn't a list that is available that tells you what QBO fields are available in Method. When you create the account, the best thing to do is to take stock of what fields there are. One limitation is the amount and where you can create custom fields. You can find other limitations in our Help Center. The payment info tab is not available in Method's QuickBooks Online version. There can be limitations to the QuickBooks IPP and what we can sync with. Also, QuickBooks Online is ever evolving and adding new features. I know we don't store credit card information in Method. We are only a conduit to put it into QuickBooks.

I hope this helps,

Greg

Migrate from QB Desktop to QBO

1strate — Sat, 16 Aug 2014 01:38:17 GMT

I'm in the process of migrating from Quickbooks desktop to QBO. Now that I've created my new Method for QBO account, I'm discovering various features that are available in the desktop version that seem to be unavailable in the QBO version.

I'm used to the ability to update the customer payment information (credit card, etc.) from Method for QB Desktop but it doesn't seem to be possible from Method's QBO version. I've searched the tables to see if the fields are available for custom screens but I couldn't find them.

Is updating credit card info available for Method QBO?

Is there any documentation that can be published that lists QBO fields that are not available through method? Or documentation that lists features differences between the desktop and QBO versions. I've searched the forums and online help and couldn't find the answer. If it's published and I've missed it--please accept my apology.

Users like myself can spend enormous amounts of time in migrating and customizing our system. I'd like to avoid spending hundreds of hours of work only to find out a feature isn't possible with the version I've chosen. Now I've already spent 20+ hours on my migration project but I'm nervous I'm going to discover other limitations.

Your feedback would be greatly appreciated.

Regards,

James

Method:Classic General Q&A

Re: Migrate from QB Desktop to QBO

Migrate from QB Desktop to QBO