Method Community

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online QuickBooks Estimate New (#3217) - if the “Email notification when saving?” checkbox is checked, a special miURL email gets sent to the customer.  When the customer clicks this ...

Invoices New feature to accommodate email notifications when saving. Fixes to save & close so screen closes when open as pop up. Fixes to actions on save button to meet Method validation for actions.

Updated Method Integration Engine for QuickBooks Desktop The following minor update is now available on the version 1.0.203 of the Method Integration Engine. Display on re-open - We made a minor user-experience update. Previously if the Method Integration Engine was open, and minimized, it would not display if you went to Start > ...

Updated Method Integration Engine for QuickBooks Desktop The following minor update is now available on the version 1.0.202 of the Method Integration Engine. Enhanced error reporting - We made a minor update so that we get notified in more situations where the Method Integration Engine cannot complete a full sync due to problems outside ...

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 “Expense Account” dropdown list was missing.  This is needed for services that are performed by a ...

"April" version now available The following updates are now available on the staging site.  You can access the April version by clicking "Switch to the April version" when you sign into Method. HTML Editor - we have upgraded the HTML Editor (this is the object used for typing in comments for a new activity, or for ...

Updated Import / Export Tool The following updates are now available for the Method Import / Export tool: Common tables - When choosing to import or export tables, only "Common tables" are shown initially.  To show the rest of the tables, simply unclick Show only common tables?. Customer and Vendor tables - The Customer ...

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 “Email notification” checkbox was not appearing.  This has now been fixed to appear when the ...

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 ...

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 ...