September 2026 - Posts
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The following updates are now live for users of Method
Fixes
- Tag List - Fixed an issue where creating a new tag on a Tag List with no record open failed to save. (PL-65863)
- QBO - Fixed an issue where the total sales tax on Estimates and Invoices didn't recalculate after syncing with QuickBooks Online. (PL-64745)
- Xero - Fixed an issue where Estimates deleted in Xero were duplicated on every Full Sync. (PL-65819)
Regards,
John
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The following updates are now live for users of Method
Fixes
- Notifications - Fixed an issue where the Notifications settings page could become stuck and unable to save for some accounts. (PL-65462)
- Xero - Fixed an issue where the Name field's maximum length validation was incorrect on Xero item screens, causing sync conflicts. (PL-65882)
- Sales Tax - Fixed an issue where sales tax could be calculated far higher than the correct amount on invoices, estimates, sales receipts, and refund receipts. (PL-65780)
Regards,
Phil
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The following updates are now live for users of Method
New Capabilities
- QBO Sync - Added two-way sync of Deposits between Method and QuickBooks Online for US accounts. (PL-65093)
Fixes
- Mobile App - Fixed an issue where returning to the app after backgrounding could unexpectedly land on the dashboard instead of the previous screen. (PL-65303)
- Mobile App - Fixed an issue where brief connectivity drops showed a "No internet connection" screen and reloaded the app. (PL-65759)
- Purchase Orders / Sales Orders - Fixed an issue where saving a Purchase Order or Sales Order could fail with a platform error. (PL-64161)
- REST API - Fixed an issue where invoice and bill totals didn't calculate when line items were added in a separate API call. (PL-65746)
- QBO Sync - Fixed an issue where an unrecognized payment method name could abort QuickBooks Online sync. (PL-65844)
Regards,
Arshi
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The following updates are now live for users of Method
Fixes
- Tooltips - Fixed an issue where a tooltip inside a container was clipped and could not be read. (PL-65753)
- QBO sync - Fixed an issue where a customer's name or project details could be lost during a QuickBooks sync failure. (PL-65588)
Regards,
Courtney
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The following updates are now live for users of Method
New Capabilities
- Mobile App - Added a mandatory update screen that blocks outdated app versions from launching. (PL-64229)
- Mobile App - Added a dismissible prompt letting users know when a newer app version is available. (PL-64490)
Fixes
- Sync History - Fixed an issue where sync history stopped loading once a sync logged any details. (PL-65565)
- Insights tile - Fixed an issue where the health score and lifetime value tiles showed zero for Leads. (PL-65562)
- Mobile App - Fixed an issue where a brief connectivity hiccup could clear a user's saved screen. (PL-64450)
- Mobile App - Fixed an issue where the Android app could crash when the loading spinner unmounted. (PL-65033)
- User Management - Fixed an issue where adding or removing app bundles failed for inactive users. (PL-65730)
- Import - Fixed an issue where the import completed email showed an extra empty bullet. (PL-65668)
Regards,
Arshi
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The following updates are now live for users of Method
Enhancements
- Sign-in - Updated the Intuit logo on the sign-in connections page to Intuit's current wordmark. (PL-65492)
Fixes
- Email - Fixed an issue where legitimate emails with links to certain domains were held for review unnecessarily. (PL-65461)
- App Routines - Fixed an issue where Date parameters were missing when testing an App Routine. (PL-55538)
- App Routines - Fixed an issue where the Delete Records action showed a generic error instead of the actual cause of failure. (PL-65301)
- App Routines - Fixed an issue where App Routine History showed the wrong app name for renamed or opted-out apps. (PL-57903)
Regards,
Courtney
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The following updates are now live for users of Method
Enhancements
- Method AI - Added an explanation for why Method AI chose a field when it was not an exact match. (NCNG-1974)
Fixes
- Invoices - Fixed an issue where invoices could show duplicate line items after syncing with QuickBooks. (PL-65270)
- Tables & Fields - Fixed an issue where internal QuickBooks Customer Projects tables incorrectly appeared in Tables & Fields. (PL-65503)
- App Ribbon - Fixed an issue where a custom app ribbon did not populate its panel screen. (PL-65272)
Regards,
Phil
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The following updates are now live for users of Method
Enhancements
- Editable Grid - Redesigned card column configuration in the Editable Grid with per-field formatting options. (PL-65220)
- Insights tile - Enhanced Refresh Controls to also update the Insights tile without reloading the screen. (PL-64103)
Fixes
- Invoices - Fixed an issue where invoice email details showed a previously sent proposal's template. (PL-64991)
- QuickBooks Desktop - Fixed an issue where taxable QuickBooks Desktop customers weren't getting tax calculated on estimates. (PL-65455)
- Xero - Fixed an issue where Xero's Full Sync button performed only a changes-only sync. (PL-64487)
- Tables & Fields - Fixed an issue where a custom field on the Users table stopped saving values. (PL-65219)
Regards,
Arshi
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The following updates are now live for users of Method
Fixes
- Send Email - Fixed an issue where CC and BCC addresses from an email template weren't carried over when editing a transaction email before sending. (PL-65138)
- Send Email - Fixed an issue where Edit Details could show a previously sent transaction's email template and subject instead of the current one. (PL-64991)
Regards,
Courtney
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The following updates are now live for users of Method
New Capabilities
- REST API - Added REST API endpoints to list account tables and their field schemas. (PL-65244)
Enhancements
- Estimates - Migrated the Estimate List screen to the new app builder. (PL-63090)
Fixes
- Mobile App - Fixed an issue where a brief connectivity blip showed the offline screen and discarded unsaved work. (PL-65254)
- Mobile App - Fixed an issue where a app session restore could sign users out unexpectedly. (PL-65258)
- Send Transaction Email - Fixed an issue where sending a transaction email could load the wrong email template and subject from a prior send. (PL-64991)
Regards,
John
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The following updates are now live for users of Method
Fixes
- Custom Apps - Fixed an issue where creating a custom app failed with an error for some accounts. (PL-65274)
- Editable Grid - Fixed an issue where Enable/Disable Cell actions didn't work on button and checkbox grid columns. (PL-65080)
Regards,
Phil
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The following updates are now live for users of Method
Fixes
- App Marketplace - Fixed an issue where saving app or user permissions triggered an unnecessary unsaved-changes warning. (GROW-457)
Regards,
Arshi
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