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In Method, go to the QuickBooks tab. Then click Show Installation Steps. Paul  

No, no, we didn't lose the password files.  That would be very bad! In your case, were you using the Method API, Outlook Addin, or Import Export and password attempts failed too many times?    They have security features on them that will lock the account if a password attempt is made and failed too many times in a row. ...

:)  You are welcome. BTW - there's an extra trick for you.  If you scroll to the BOTTOM of the list of events in the Copy From list, you'll see that very last option will allow you to select to import actions from any other button in any other screen.  We don't use it much because there is a lot of clean up you have to ...

Just go to the button where you want to copy the actions to, and right there on the actions list in Step 2 you'll see a radio button that says "Copy Action".  That will give you a list of actions you would copy from. Wasn't always like that..........back in the day we had to re-create 50 actions.   This ...

My Profile A new feature has been added to all editions of Method CRM called "My Profile". It allows end-users to change their password, security question, email signature, email address, and notification settings. Previously, the administrator would have to set these. This can be accessed by clicking on their User Name in ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Classes (QBO) Method CRM now syncs with QuickBooks Online Classes, which was only released by Intuit to developers on Friday last week. (QBO) Class tracking is still very primative, and we only ...

  We're excited to announce the release of Method Scheduling & Invoicing for QuickBooks Online. While there are several apps available for Method users who use QuickBooks Desktop, this is the first app available for Method users of QuickBooks Online.  Considering the large percentage of our QuickBooks Online users who are ...

Beta testers of the Method Scheduling & Invoicing for QuickBooks Online app will be happy to see the following updates: User Guide - the user guide is now available here. Add / Edit Work Order - has been updated to include QuickBooks Online specific fields such as Break and Hourly Rate.  Note, you don't see Hourly Rate, it is ...

Add / Edit Work Order - If you leave the "Job Name" blank, it will now be filled in with the first Job Item you choose in the Tasks & Materials grid.  This comes from your feedback that most of the time the job name is the item name you are charging for. Add / Edit Work Order - In the Time In / Time Out tab, the "Job ...

FireFox 6 compatibility - Method has been tweaked for FireFox 6.  Our findings....we are impressed by FireFox 6.  It is fast.  The FireFox lovers at Method HQ are throwing pies at the Chrome lovers.  I'm still a Chrome lover....but I'm not standing so tall right now after testing FireFox 6. Calendar upgrade - We had ...