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we are using Method.Classic and QuickBooks Desktop, it works well.
Now, to upgrade the latest QuickBooks, we have choices to upgrade to QuickBooks online, just wondering if Method.Classic work with QuickBooks online? and any suggested steps to do this change? or any limits we need to know?
Thanks.
--Alex
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The following updates are now live for users of Method
New Features / Updates
Editable Grids - Accessibility improvements. (PL-31311)
Fixes
Calendar - Fixes some misaligned icons on component. (PL-19019)
Components - Fixes issue where multiple components had unbolded captions (text inputs, dropdowns, attachments, etc). ...
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The following updates are now live for users of Method
Fixes
Work Orders - Fixes issue with button menu visibility when browser uses high zoom. (PL-31642)
Donor Pages - Fixes issue with duplicate Donor names due to extra spaces. (PL-29018)
Reports - Fixes error when copying reports across accounts as a 'Reseller'. ...
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The following updates are now live for users of Method
New Features / Updates
Field Crew App - Accessibility Improvements. (PL-31563)
Zapier System Page - Segmented zap templates by the benefits: Grow Sales, Get Organized, Increase Efficiency. (PL-31617)
New design of the Method:Sidebar for Gmail system page . (PL-30397)
New design of the ...
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The following updates are now live for users of Method
New Features / Updates
HTML Editor - New updated design and UI. (PL-31000)
Time Tracking App - Accessibility Improvements. (PL-31520)
Fixes
Sign Up - Sign Up: Newly created account has to be displayed first on Select Account page of Sign In. (PL-536)
Customer Form - Remove spaces ...
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The following updates are now live for users of Method
Fixes
New/Edit Inventory Part - Improved validation logic for the Track Qty on Hand field. (PL-31446)
Regards,
Phil
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The following updates are now live for users of Method
New Features / Updates
Accessibility improvements on the Display system page. (PL-31318)
Fixes
Proposals - ACH and Bank transfers payments marked PENDING will be considered successful and display a message with information about processing times. (PL-31510)
Regards,
Jason
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The following updates are now live for users of Method
Fixes
Transaction screens (QBO) - Removed "Non" as an available option in the Tax dropdown for the overall transaction itself. This value is meant to be used on the line item level. (PL-17727)
App Routines - Input values are not case sensitive (match action result behaviour). ...
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Great, many thanks Jason.
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Hi Liz,
Yes, the field you are looking for is Customer.Name. This is the name in QuickBooks. In this scenario, it is common to have the company name in both the Name field and the CompanyName field.
Jason
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