Method Community

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Activities List Improved - the “Customer / Vendor” and “Contact Name / Phone / Email” columns have been combined into one column.  Now we display “Contact / Name / ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Edit Case New - we now display the Activity Status field.  Previously, all activities that were done through the edit case screen were marked as complete since they were being added to the case ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Case  List Improved - the “Details” column has now been relabelled to “Assigned To / Origin / Status”. (QBD & QBO)   Improved - the “Customer / ...

Enhancements to QuickBooks Online syncing Sales Receipts - now sync bi-directionally with QuickBooks Online. Deletion detection from QuickBooks Online. We now look for any deletions you made in QuickBooks since your last sync. For transactions (like invoices, estimates, sales receipts, etc.), we archive them in Method and make them ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Contacts Portal - New Case Improved - the email being sent to the contact now uses the email template called CRM_CaseUpdateForCustomer.  This has updated html formatting for the body of the ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Method Sync Engine for QuickBooks Desktop Improved - if an entity (customer, vendor, employee) is created in QuickBooks but the contact name is left blank, one of two things will happen. if the ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Opportunities List New - linked field added to the opportunity table which grabs the company name for the lead/customer. (QBD & QBO) Improved - the column “Assigned To / Name / ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online New Opportunity New - now when you assign an opportunity, activity or follow-up activity to a user other than the logged in user, an email is sent to that user notifying them.  3 new checkboxes ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Opportunities List New - added the “Description” field as a column in the grid. (QBD & QBO)    Improved - the label for “Details” has now been updated to ...

  The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Email Templates Improved - the “Email Template List” grid section has been updated to say “Existing Email Templates” and now has a backdrop color for the section. (QBD ...