Method Community

With all the madness of the last month, we nearly forgot to let you know about a couple great new features to Method: Tags and a new List Builder. These features allow you to get more done in Method in less time than ever before. Tags help you more easily categorize the people you need to reach and keep track of. They are more powerful than a ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Edit Case Improved (#3835) - the “Assigned To” dropdown fields now show the users full name and email address. (QBD & QBO) Improved - all “Activity Type” dropdown lists now ...

"June" version now available The following updates are now available on the staging site.  You can access the June version by clicking "Switch to the June version" when you sign into Method. Note: the "May" version never made it live, as we held it back in order to make improvements to the new health-check ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Receive Payment New (#3217) - we’ve applied the same new features added to the estimate screen to yesterday to the receive payment screen.  This means you can now take advantage of the single ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online QuickBooks Invoice New (#3217) - we’ve applied the same new features added to the estimate screen yesterday to the invoice screen.  This means you can now take advantage of the single ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Contacts List New - new screen that allows for adding and editing of contacts for an entity.  (QBD & QBO) Contacts Improved - before we attempt to save a contact, we now verify ...

 The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online New Customer New (#3162) - when creating a new customer you can now make that customer a sub-customer just like you can in QuickBooks Online (“QBO”).  Previously this was not ...

Staging site, SmartVault beta, Intuit Account OpenID and a touch of style New "Staging" site - starting today, the latest version of Method is always "opt-in".  We now have two production versions of Method for you to use.  In additional to the usual "live" site, we now have a "staging" site. ...

We did a BIG release today, a culmination of several projects coming together.  Here's an overview of what's new since our last release.     A new look with some new features - can you spot them?   Staging site Starting today, the latest version of Method is always "opt-in".  We now give you the ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Edit Expense Report New - when submitting, un-submitting, approving and rejecting an expense report, an email will be sent to the recipient letting them know that the report is ready for review. ...