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The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Edit Opportunity Improved (#4027) - when loading an existing opportunity, if the “contact” dropdown list is empty we now check to see if the customer dropdown has a customer selected. If ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Activity Improved (#4003 & 4009) - when loading a new or existing activity the screen would automatically place the cursor in the “Contact” dropdown list. Initial feedback suggested ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Activity Fixed (#4005) - when opening an existing activity in a pop-up, the activity type was always being set to “Other”, ouch! We’ve now updated this so that this type is only ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Activity New - the entire layout of the activity screen has been redesigned to provide better workflow while keeping existing functionality. Some of these changes include the following: (QBD) the ...

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 ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Edit Case Improved (#3835) - the “Assigned To” dropdown fields now show the users full name and email address. (QBD & QBO) Improved - all “Activity Type” dropdown lists now ...

"November" version now available The following updates will be available on the staging site on November 15th.  You can access the November version by clicking "Switch to the November Version" when you sign into Method. Right-click customize - rather than having to go into Customize > Screens, you can now just right ...

Cases Tab Improved (#3904) - cases are now sorted by the most recent created date. Cheers, Danny

Contact Info Tab New (#3884) - you can now see the sales rep initials(QuickBooks Desktop)/assigned to username(QuickBooks Online) and sales reps name for the contact. Cheers, Danny

"October" version now available The following updates are now available on the staging site.  You can access the October version by clicking "Switch to the October Version" when you sign into Method. Recent history - this may be one of the biggest features you never knew you needed! Method now keeps track of recent ...