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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 ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online New Lead New - if a lead is related to a campaign, you can now select that campaign using the “Campaign” dropdown list.  Only active campaigns will appear in this dropdown. (QBD ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Edit Case New - you can now launch the edit contact screen from any of the tab sections by clicking More actions... > Edit Contact... Of course a contact would need to be selected from the ...

Rolf, This issue should now be resolved.  

Hi Rolf, I feel your pain here and actually ran into the same issue you did in your post.  We've actually got an internal ticket created for this already and last I checked it looked like this was in final testing.  Once we have this correct, we'll be sure to update you.   If all goes well, you can hopefully expect a fix ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Customer and Contacts List Fix - changed the balance field to support 12 digits before the decimal place. (QBD & QBO) Small one for today but we’ve got more coming! ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Edit Opportunity New - the “Activity Contact” and “Follow-up Contact” dropdown lists located under the New / Edit Activity tab have been updated to only show contacts that ...