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The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Credit Memo Fixed (#1020) - Fixed the Credit Memo screen where the More actions...>>>Customize Templates… button was not loading the Preference Report screen. (QBD)

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Estimate Fixed (#1008) - Addressed issue of duplicate items when creating Sales Order that contain group items. (QBD) Sales Order Create Invoice Fixed (#1008) - Addressed ...

The following indicates which accounting application(s) the release note(s) apply to. QBD = QuickBooks Desktop QBO = QuickBooks Online Edit Case Reason List Fixed (#1009) - Addressed issue of duplicate button rows when the screen is a popup. (QBD)(QBO) New Activity Fixed (#933) - Addressed contacts phone not ...

Quickbooks online does not currently support item groups.

Right now this isn’t possible.  If you need two users to be able to access a customer you can give them access to each other’s customers.  This option would require you to change some setting at Step 6 of 10 "Access to Shared Record".  

Hi, as mentioned above we need you to use the iFrame because the SSL certificate is owned by Method Integration.

Hi, I am not too clear on what you mean, could it be possible to explain what you mean by Customers with 4,5 and 6 lines of address?  A screen shot if that is possible.  

Hi, at step 1 of 10 "Access to Shared Record" you need to link Employee/Vendor/OtherName(SalesRep) and at step 6 of 10 you need give access as required to this user.  Step 6 of 10 "Access to Shared Record" for the original user you need to unselect share all records and apply full access to see the ...

Hi John, can you clarify what you mean by items and group functions.

Hi Shaun, Method CRM Help Center has covered these exact questions and more.   You can see the article using the following link. http://www.methodintegration.com/method/kb.aspx?folder=methodcrm&id=189 Scroll to the bottom where it says "Special case: Customers, Vendors and Leads".