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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 ...
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Birch-
Thanks for the information. I have been able to duplicate it on your account and will create a ticket for our Dev. Team.
-Michael
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bsouthwell-
That particular screen doesn't always come up, it will only come
up when you have multiple companies setup.
-Michael
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Shawn-
I will look into this and get back to you.
-Michael
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I am trying to create a portal for our warehouse receiving department to use when a new shipment comes. They will find the P.O. then check the inventory in the shipment againt the P.O. In QB Desktop there is a receive inventory without bill function but I don't seem to see that in Method. Which screen would I use in Method? Item Receipt? This ...
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Also to add, once Intuit allows Third-Party access to modify customer notes we will also implement it in Method
-Michael
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bsouthwell-
You should be able to view customer Notes in Method but changes made to the Notes will not be reflected in QBO. You can access the Notes by clicking More Actions > Notes when in the Edit Customer screen. Let me know if the notes are not showing up for you here.
-Michael
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Hi Michael -
The screen is the 'Batching' tab link under the 'Customer Center' tab. The default view filter is 'Today's Invoices' which shows the daily activity, so I would change the view filter to 'Default' and select to show the TxnDate column so you can view a day with a large number of line detail rows ...
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After I login to the intuit site. I don't receive the screen where it asks to "choose your company"...
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Hi Birch-
I haven't been able to duplicate this on my account but if you enable MethodSupport on your account (Customize > Users) and give me the name of the screen I can test out the issue with the checkboxes.
-Michael