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  • Method CRM Updates - March 31 - April 4, 2012

    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 &ldquo;Expense Account&rdquo; dropdown list was missing. &nbsp;This is needed for services that are performed by a ...
    Posted to Release Notes (Weblog) by Anonymous on 04-04-2012
  • Method CRM Updates - March 30, 2012

    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 &ldquo;Email notification&rdquo; checkbox was not appearing. &nbsp;This has now been fixed to appear when the ...
    Posted to Release Notes (Weblog) by Anonymous on 03-30-2012
  • Method CRM Updates - March 29, 2012

    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 ...
    Posted to Release Notes (Weblog) by Anonymous on 03-29-2012
  • Method CRM Updates - March 28, 2012

    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 ...
    Posted to Release Notes (Weblog) by Anonymous on 03-28-2012
  • Method CRM Updates - March 17 - March 27, 2012

    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. ...
    Posted to Release Notes (Weblog) by Anonymous on 03-27-2012
  • Re: Invoice "Site" column / Inventory Site List - where's the table?

    Bob - that makes sense. &nbsp;When Method adds the invoice into QuickBooks through the normal user interface (or the API) there is currently no way to specify the site (or location) that it belongs to when the inventory site feature is turned on. Turning it off is one solution but in a case where someone wants to take advantage of the advanced ...
    Posted to Method:API Q&A (Forum) by Anonymous on 03-21-2012
  • Re: Invoice "Site" column / Inventory Site List - where's the table?

    Bob - one last comment. &nbsp;I&#39;m not a developer however I am guessing this is why it is not showing in the Method API.
    Posted to Method:API Q&A (Forum) by Anonymous on 03-21-2012
  • Re: Invoice "Site" column / Inventory Site List - where's the table?

    &nbsp; Bob,&nbsp; Are you by chance referring to using the advanced inventory features in QuickBooks 2012? &nbsp;If so, these are not supported by Method at the current time. &nbsp;In QuickBooks 2011, Intuit introduced the ability to have locations however they did not inform developers that the SDK was updated this past year to also support ...
    Posted to Method:API Q&A (Forum) by Anonymous on 03-21-2012
  • Method CRM Updates - March 15 - March 16, 2012

    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. &nbsp;(QBD &amp; QBO) Contacts Improved - before we attempt to save a contact, we now verify ...
    Posted to Release Notes (Weblog) by Anonymous on 03-16-2012
  • Re: Closed Opportunity

    Katie, &nbsp; Thank you for sending over the screenshot. &nbsp;This helped me to understand where you were coming from and where the confusion is happening. &nbsp; Let me first explain something about the pipeline amount. &nbsp;The pipeline amount that is associated with an opportunity is updated to reflect the current stage and probability ...
    Posted to Method:Classic General Q&A (Forum) by Anonymous on 03-14-2012
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