Method Community

The following updates are now live for users of Method New Features / Updates Buttons - Accessibility improvements. (PL-30259) Icons - Accessibility improvements. (PL-30923) Toggles - Accessibility improvements. (PL-30564) Fixes Button Menu - Impoved behaviour with sizing changes when viewed on mobile vs desktop. ...

The following updates are now live for users of Method Improvements QBO and QBD - Allow negative cost and price for Non inventory and Service items QBO - New conflict message for Sync abort due to Custom field exceeding character limit QBO - Update Auto frequency text in Preferences reflecting new processing time from ...

The following updates are now live for users of Method. New Features Improved the merging of records for Quickbooks Desktop accounts. Data will not be merged until accepted. (SYN-327) Improved the Method Sync Engine to not sync archived/out of date range records. (SYN-323) Bug Fixes Fixed an issue where Full Sync On Date Range ...

The following updates are now live for users of Method. New Features Search for contacts from anywhere in Method using the magnifying glass found in the top right hand corner. (PL-7585) View recently accessed contacts in Method using the magnifying glass found in the top right hand corner. (PL-12478) The ability to jump to ...

The following updates are now live for users of Method. Features Implemented sync retry algorithm, improving performance of QBO sync (PL-8229) Intuit Payments for QBO is now supported on Donor Pages (PL-9328) Added the ability to reference URLs stored in action results & screen controls when using the Go To Web Page ...

The following updates are now live for users of Method. Features Improved App Updates to be less intrusive to end users (PL-3992) Instant notifications of sync status on QBO Sync page (PL-3794) GmailGadget | Enable Cases tab for users of the Cases app (PL-3223) Opportunities app | Opportunity Stages have Active/Inactive flag and sort order ...

The following updates are now live for all Method users as of December 2, 2014.  The following updates are now live, as of Dec 2nd. Fix - Duplicate invoices created on QBO sync if an initial balance is set (Ticket 2813) Fix - Terms getting set to Date Driven on Save, during QBO Sync (Ticket 3906) Fix - Google Calendar not syncing from ...

Why doesn’t Method CRM (Customer Relationship Management) support QuickBooks for Mac? Not because the Method team doesn’t want to, it’s quite the contrary. In fact, they love Macs and most of them use them exclusively. The answer lies in how QuickBooks for Mac is different from the Windows version and the development path ...

"More" feature for tabs and tab links, new 2 year sync option The following updates are now available on the "January" version of Method. Tabs and tab Links have a "More" feature - If you have many tabs, or many tab links under a tab, you have probably seen them wrap onto a 2nd line. This can be ugly, and also ...

Filed under: How do I synchronize CRM with QuickBooks? Today you'll see a new Method Integration Engine (the synchronization manager that syncs QuickBooks with Method CRM).  Here are the changes: QuickBooks Item Groups - big changes were made so that Item Groups can be added on Method and have the items in the group populate ...