Method Community

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. ...

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.  (QBD & QBO) Contacts Improved - before we attempt to save a contact, we now verify ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online New Document Fixed (#3279) - when clicking the upload window closed, if no document was uploaded the “Name” field would show a “-1”.  This was caused by no document ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online New Document Improved - when uploading a new document through the upload attachment window, the document name will now be automatically filled in provided the “Name” field is ...

In last weeks blog I was raving about the new capabilities we’ve added to Method CRM allowing you to attach documents to leads, customers, opportunities, cases and solutions.  Now we’ve gone one step further and extended this capability to some of the most common transactions in QuickBooks.  Which transactions?  Thought ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Estimate New - the “Document...” but now supports new documents being uploaded, linking of existing documents and viewing documents linked to the transaction. (QBD & QBO) New - ...

Updated Method Integration Engine for QuickBooks Desktop The following updates are now available on the version 1.0.199 of the Method Integration Engine. Multi-tenancy support - Previously, beta testers of the multi-tenant ("Franchise") version of Method had to have a special Method Integration Engine manually installed. ...

  The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Bill Payments Fixed (#3215) - an error message was appearing when attempting to click the “Pay Selected Bills” button. (QBD) Cheers, Danny  

Document management has been a hidden gem in Method CRM since March 2010.  The initial release of the document library allowed for documents to be attached through the opportunity, case and solution screens.  But what happened if you wanted to attach a document only to a lead or customer?  Well....you could but it wasn’t easy ...

 The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Edit Lead New - the “Documents” tab section now allows Method users to upload new documents or attach existing documents in the document library directly to a lead. (QBD & ...