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Release Notes

Method Platform Updates - November 11, 2011

The following indicates which accounting application(s) the release note(s) apply to.

  • QBD = QuickBooks Desktop
  • QBO = QuickBooks Online

Method Sync Engine for QuickBooks Desktop

  • Improved - if an entity (customer, vendor, employee) is created in QuickBooks but the contact name is left blank, one of two things will happen.
    • if the first and last name are entered but the contact name is empty, we will combined the first and last name into the contact name field.
    • if the first and last name are both empty and the contact name is empty, we will update the contact name to be the name of the entity.


Since Method CRM uses contacts heavily, it becomes that much more important that the contact name is filled in. One thing to note is that although we fill in the contact name for you in Method, you will not see the contact field updated in QuickBooks until the next time you save that entities information.  This will only affect new entries made in QuickBooks.

Shout out to April Hooper for some great feedback on this.

Danny Geeked

 

Comments

 

AprilHooper said:

Thanks Danny!  I think it will make the contact fields much more "intuitive" to users.  I'll test it out over the weekend and give you some feedback.  

April

November 11, 2011 1:52 PM
 

AprilHooper said:

Danny,

Thanks again for listening and making so many improvements.  I tested this out and it works as long as the customer/vendor/employee is created in QuickBooks after this release - as you said.  Definitely a step in the right direction.  

April

November 13, 2011 3:21 PM
 

Method_Danny said:

April - thanks for testing that out on your end. =)

November 15, 2011 1:59 PM

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