Method Community

  In this installment of our QuickBooks 101 series, I'm going to provide a step-by-step guide for creating an estimate - an important step for managing your small business in QuickBooks Desktop What is an Estimate? In essence, an estimate is the presumed price for a product or service you will provide to a customer. Sometimes the ...

It appears that after a long, hard winter, we’re finally coming out of the Ice Age and into the welcoming embrace of spring.  I don’t know about you, but the never-ending cold did a real number on my day-to-day enthusiasm and motivation, and I bet at least some of your team is feeling the same way.    To meet and ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Vendor List Fixed (#1512) - Removed Save and Delete since we currently do not support modifying or deleting Vendors. (QBO) Employee List Fixed (#1502) - Removed Save and ...

I’m all in when it comes to continually learning how to help keep myself sharp, but this year’s lessons have been bitterly cold with new concepts like -30ºC (-22.ºF) and terms like #PolarVortex. Thankfully, the birds are now chirping and we can rely on some older terms like spring cleaning. Spring is not only a great ...

In the last few days, you you may have heard of the Heartbleed Bug on the news or in your social newsfeeds, so we wanted to provide reassurance and a little background info. Heartbleed is an OpenSSL security vulnerability. Method:CRM does not use OpenSSL and therefore our systems and customers are not exposed to this threat Note: Individuals ...

  Every so often I get a call from a Method user who wants to restrict what screens a user sees.  The best way to accomplish this is to use Tab Groups specifically to define what screens individual users can access.  I have seen companies take advantage of tab groups to keep tabs, permissions, and screens organized. Today, ...

Hello and Welcome to Method:CRM blog post by Errol! You may remember back in January when Ben wrote a blog post about Importing Customers and Contacts into Method:CRM. We decided that we would take that one step further and create a video for you! However, in this video, we’ve made a slight change. We don’t cover how to import ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Receive Payment Fixed (#1099) - Addressed an issue where CC data was not always being cleared after a payment was processed. (QBO)

  Greetings Methoders!   The new version of our QuickBooks Desktop Sync Engine is now out of beta, and we wanted to give you the rundown about why an update was needed, what this means, and how to make sure you have an updated sync engine.   Why a new sync engine? QuickBooks Desktop requires us to renew/update our ...

  Good day Method users!   Once again it’s Alex, your friendly neighbourhood documentation man-about-town, stepping out from behind the editorial desk to bring you some food for thought for your small business.   I’ve talked before about how companies leverage their social media platforms into leads and customers, and ...