Method Community

Rebranding a company is one of the most exhilarating and challenging aspects of running a business.  If you get it right, it brings an intangible aura to your business (think Apple).  If you get it wrong, it’s hard to fix and you won’t win as much business as you could have.  Strong brand = greater trust. For ...

Hello fellow Method users, I’m happy to announce that report screens are now live in your Method accounts! We have added report screens for Leads, Customers, Activities, Opportunities, and Cases for both QuickBook Online and QuickBook Desktop users of Method. The new screens have three options for reports Quick Report, Advanced, ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Dashboards New (#4832) - Added Leads Dashboard screen. (QBO) New (#4833) - Added Customers dashboard screen. (QBD) Cheers, Michael

If you’re a small business owner, you are most likely involved in almost all aspects of your business, which can often result in an overloaded email inbox. In fact, for many business owners, the inbox has gone from being an effective means of communication to a huge source of day-to-day anxiety. If you get into the office and your ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Reports Improved (#4816) - Lead Reports screen updated. (QBO) New (#4819) - Added Customer Reports screen. (QBO) New (#4820) - Added Activity Reports screen. (QBO) New ...

Every year I run a hockey playoff pool with some of my friends (yeah, yeah, we like hockey in Canada). As the amount of people in the pool grew each year, it became increasingly hard to hold a live draft. It was impossible to have everyone in the same place, at the same time (or even online at the same time)!   Naturally, to address this ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Invoice Improved (#4388) - Added BillAddressLine4, BillAddressLine5, ShipAddressLine4, ShipAddressLine5. (QBO) Estimate Improved (#4388) - Added BillAddressLine4, ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Reports Improved (#4709) - Lead Reports screen updated. (QBD) New (#4773) - Added Customer Reports screen. (QBD) New (#4791) - Added Activity Reports screen. (QBD) New ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Expenses Fixed (#4716) - Addressed missing End Conditional Statement when submitting an expense using the "Submit Selected" button in Professional Services. ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Edit Contact Fixed (#4712) - Addressed issue where the contact email being sent was not respecting the BCC or CC set in the email templates. (QBD,QBO) Cheers, Michael