Method Community



March 2011 - Posts

  • Browser Wars - Method Strikes Back

    With all the new browsers that emerged over the past three weeks, we're happy to announce that today's Method update plays nice with some familiar faces (Internet Explorer and Firefox) and some not-so-familiar faces (Chrome and Safari). 

    First some housekeeping

    Please turn Compatibility Mode Off - If you are using IE8 (Internet Explorer 8) or IE9 you'll see a change in our recommendations on Method's login page.  Previously, we displayed a recommendation to have Compatibility Mode "on".  With this new update, we are now recommending the opposite!  If you are using IE8 or IE9, please do the following:

    1. Click ALT on your keyboard so that the Tools menu is shown.
    2. Click Tools > Compatibility View Settings.
    3. Select
    4. Click Remove.
    5. Click Close.


    What's in this update?

    1. Chrome Compatibility
      Method QuickBooks Chrome

      Finally, full compatibility with Chrome. This is has been my browser of choice for Method while using it in the "labs" for the past two months.  It kills Internet Explorer and Firefox 3 in terms of performance, and battles with Firefox 4 for the preferred browsers now used by Method staff.  Get it here:

    2. Safari Compatibility
      Safari QuickBooks Method

      Yes, Method now fully supports Safari.  If you are a Mac user, you already have Safari and should be jumping up and down with joy!

    3. IE9 Compatibility
      Method Internet Explorer 9 QuickBooks

      Microsoft announced some great new speed enhancements with their latest browser.  On our tests running Method, IE9 is considerably faster than IE8.  This is especially true with "Compatibility Mode" off (see housekeeping above).  Get it here:

    4. Firefox 4 Compatibility
      FireFox Method QuickBooks CRM

      We also applaud Firefox 4's speed enhancements.  The new update is compatible with FF4, and, in my opinion, is well worth the free price tag, and simple download.  Get it here:

    5. Updated Method Report Designer - The updated Method Report Designer now supports HTML in labels.  Here's how you can use it.
      a) Close the Method Report Designer if it is open.
      b) Open the Method Report Designer again. It should download the update automatically. If not, you can install it by visiting:
      c) Drag a Rich Text object onto your report.

              RichText HTML

      d) In the properties of the Rich Text object, find Data Bindings > Html > Binding.

             Rich Text Properties      
      f) Choose the field that contains HTML. This is typically an Activity.Comments field, or Solution.SolutionBody.
      g) Preview your report. You'll see that your text no longer appears with HTML tags in it, and instead shows color, bold, underlined, and all the other HTML formatting you need.

    6. Updated HTML Editor - You'll love the new HTML editor.  It is smoother, faster loading, and has a new Full Screen mode feature.  Try it!

    7. Updated Calendar - You'll also notice a smoother, faster calendar component was introduced.  Yes, we have been busy.

    8. Auto Ref Number - Due to a common request, we have added the capability for Method to do the auto-numbering for invoices, sales orders, sales receipts, purchase orders and estimates.  This means that you no longer need to have QuickBooks open when generating transactions.  To turn this on, go to QuickBooks > Synchronize, and select the Auto Ref Numbers in Method? checkbox.

      QuickBooks Invoice Numbering

    9. Default currency symbol - Under Customize > Display, you'll now be able to specify the default currency symbol that appears in Method screens. 


    Big thanks to Method_Victor who was in charge of this project, and to the rest of the development team for all their efforts.

    I highly recommend upgrading your browser.  It's free, and it takes hardly any time.  Use the comments section below to let us know what your favorite browser is when using Method.



  • 2 New Method Apps Released - Method Expense Reports & Method Professional Services for QuickBooks!

    Today is a big day!   Not only are we releasing one exciting new Method App out of beta, but two!  If you’ve been patiently awaiting the out-of-beta launch for either Method Expense Reports or Method Professional Services, then today is your lucky day!


     Method Expense Reports for QuickBooks

    Hats off to Danny for developing this easy, yet impressive expense app.

    Method Expense Reports provides a fully customizable way to quickly enter expenses, create expense reports, submit reports for appropriate approval and send reports to QuickBooks in real-time, from the web.  This app’s core features include:

    • Access expense and QuickBooks data online
    • Pre-configured employee roles
    • Employees: enter, create and submit expense reports
    • Managers: review, accept/reject reports
    • Administrators: seamlessly send expense reports to QuickBooks
    • Set up category and payment types with default expense accounts and classes
    • Customize screens and reports

    To view the full list of Method Expense Reports features, videos, and pricing information, click here. 


     Method Professional Services for QuickBooks

    A round of applause for Val who spent countless hours creating this Professional Services app.

    Method Professional Services provides an accurate yet simple, customizable approach to tracking time, expenses, budgets / contracts and sends all transactions to QuickBooks in real-time, from the web.  Some key features include:

    • Record time and expense entries to maximize billable time
    • Enforce budget / contract preference
    • Time & Expense approval process
    • Accommodate planned and ad-hoc services
    • Seamlessly send transactions to QuickBooks in real-time
    • Record expense entries sent to QuickBooks as Bills or Checks
    • Customizable screens and reports

    To view the full list of Method Professional Services features, along with pricing, click here.


    Finally, a big THANK YOU goes out to all of our wonderful beta testers.  These apps could not have been released without your valuable feedback.

    Once you’ve checked out Method Expense Reports and Method Professional Services, please share your comments on how awesome they are below. 

    Have a nice day,