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Release Notes

Method CRM Updates - February 2 - February 3, 2012

 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 available to developers on the Intuit Partner Platform.  If you’re unsure of what a sub-customer is, hover your mouse over the checkbox to get a helpful tip.  We’ve also followed the same logic as QBO when it comes to pulling information from the parent customer.  This means only if the address fields are totally blank, we’ll import the “bill to” information into the appropriate fields.  Same goes for email, phone, mobile, fax and pager.  Provided they are empty, we’ll pull the parents info over and fill it in for you.  (QBO)
  • Fixed (#2848) - tab ordering was off on the right side of the screen. (QBO)
Wondering if support will be added for sub-customers for the Edit Customer screen?  It sure will!  Look out for this early next week.




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