Method Community

Beth - I can understand where you are coming from on this and we hear you. The charts and reports are not the easiest things to customize, especially if you don't have prior experience using our report designer. These dashboards were not meant for "on the fly" changes but we are taking this into consideration for our new version of ...

[quote user="rcclarkcpa"] Someone at method told me to select a vendor to be a sales rep, when it fact it's the employee with the same name that should have been selected.  Now I have a sales rep I want to delete but can't.  I can't delete them as a vendor in QB as they are a real vendor.  Worse yet is that I ...

Seasons Greetings, Joyeux Noël!, Boas Festas!, Buone Feste, Ii holide ezimnandi, Sarbatori Fericite!, Frohe Weinachten!, Feliz Navidad, Mele Kalikimaka, Wesołych Świąt, Boldog Ünnepeket On behalf of the Method Team, I’d like to wish everyone a happy holiday season!  May your holidays be filled with love, joy and laughter as ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Edit Opportunity Improved (#4027) - when loading an existing opportunity, if the “contact” dropdown list is empty we now check to see if the customer dropdown has a customer selected. If ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Activity Improved (#4003 & 4009) - when loading a new or existing activity the screen would automatically place the cursor in the “Contact” dropdown list. Initial feedback suggested ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Activity Fixed (#4005) - when opening an existing activity in a pop-up, the activity type was always being set to “Other”, ouch! We’ve now updated this so that this type is only ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Activity New - the entire layout of the activity screen has been redesigned to provide better workflow while keeping existing functionality. Some of these changes include the following: (QBD) the ...

@Matt & @Mark - we've got this as a potential feature request but I'm not sure if this will be something we plan to put in as a stock feature of the activity screen. So if a client is in desperate need of this now, best to build out the functionality now. Danny

@Denice - we looked into this and it looks like a couple of Method accounts were causing excessive server usage on a particular server. Other users hitting a different server were fine. We've narrowed down the accounts and have contacted them. You should see things going back to normal shortly. Thanks for letting us know.

@Mike The bottom line is that we cannot switch the data type for existing QuickBooks fields. Method can't and no other developer can either. If Intuit dictates that a field is text, it must be sent and received by the SDK in the same format. You can choose to populate that text value however you want (enter it in, fill it in using a value ...