Method Community

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 ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Edit Case New - we’ve added a new field to the cases table IsEmailCaseNotificationToContact and made the “Email Case notification to contact when saving?” a bound field. ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online My CRM Preferences New - this is a new screen used to track CRM preferences for the logged in user. (QBD & QBO) New - added a checkbox that indicates if the user would like new cases to ...

Back in June we blogged about Intuit announcing a new way of integrating with QuickBooks called Intuit Anywhere (“IA”).  Starting today, all new Method CRM for QuickBooks Online users will be using IA to connect to QuickBooks.  IA provides QuickBooks users a great new experience of connecting your favorite apps, like ...

Intuit Anywhere is a new way for you to connect to your favorite apps, like Method CRM, to QuickBooks Online.  We first blogged about this in June and are now ready to get you started on IA. Switching to Intuit Anywhere Step 1 Make sure you can sign into Method CRM directly, without using QuickBooks Online.  Go to ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Edit Lead Improved - the caption for “Customer Name” was changed to “Lead Name”.  Keeps it consistent with the New Lead screen. (QBD & QBO) Improved - the ...