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As of January 2026, our team is now on Reddit. Have CRM, workflow, or automation questions? Join the community at r/MethodCRM.

 

Release Notes

Method Updates - September 9th, 2026

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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