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The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Receive Payment Improved (#4577) - Added prompt to ensure a payment gateway is selected when trying to process a payment. (QBD,QBO) Cheers, Michael

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Field Service / Scheduling and Invoicing-  Create invoices Fixed (#4706) - Addressed issue where terms and due date where not being populated correctly. (QBD,QBO) Field ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online New Activity Fixed (#4660) - Addressed issue where default activity status is not loading. (QBO) Invoice Fixed (#4644) - Removed depreciated filter views. ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online New Activity Fixed (#4346) - Addressed issue where defaults not loading for New Activity tab. (QBD & QBO) List Builder Improved (#4173,#4215) - Improved screen wording ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Receive Payment New (#4560) - Added support for PayPal.(QBD & QBO) Portal Receive Payment New (#4560) - Added support for PayPal.(QBD & QBO) Improved (#4162) - ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Receive Payment Fixed (#4444) - Added a check to prevent loading of most recent AR Account, Deposit To Account and Payment Method for existing Receive Payments.(QBD & ...

Hey everyone- We are in the process of brainstorming ideas for stock Method CRM reports and figured who better to ask for suggestions than people who use Method on a day to day basis.  If you have any suggestions or ideas for reports that would be useful to all Method users and you think should be included with Method out of the ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Estimates Fixed (#4401) - Estimate numbers no longer get cleared/reset when clicking Update on the line item grid (QBD & QBO) Cheers, Michael

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Document Links New (#4413) - added SmartVault ‘Fetch’ support for Estimates and Invoices (QBO) Edit Customer New (#4413) - added SmartVault ‘Fetch’ ...

Mike- The issue is not the Entity Type, but the fact that you can't assign a Sales Rep to an employee the way you assign a Sales Rep to a customer. Employees, Customer sand Vendors are all stored in the Entity table (The Customer, Employee and Vendor tables are views or subsets of the Entity table) and if you take a look at the Entity ...