Method Community

I would like to know if Method CRM will work with Active Books in a hosted environment.  Here is a link to Active Books:   http://www.activebooks.net

This hosted environment would consist of QuickBooks Enterprise solutions with Method CRM and Active Books for up to 10 simultaneous users.  Active Books is an add-on to Quickbooks to automate its reporting cababilities.  This would include emailing of financial statements, customer reports, payables reports, etc.  to designated recipients.

Hi Brian Marum,

I'm gonna move this to the appropriate forum to be addressed

Dave

Hi Brian,

Method does not sync directly with Active Books. You can schedule and view Quickbooks reports in Method, but you cannot automate emailing them at this time. Let me know if this answers your question. 

Jason

Will Active Books still work on your platform even though it will not sync with Active Books?

Brian,

Both Method and Active Books are third party applications that separately interact with Quickbooks, but they do not interact with eachother. Additionally, Active Books will continue to run fine with Quickbooks if you install Method, there shouldn't be any interference between them. Hope this clarifies. 

Jason