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Method Expense Reports for QuickBooks – Video Channel

The videos listed below cover various topics on the Method Expense Report app.  All videos are uploaded to YouTube so you have the ability to view these videos on any platform without installing codecs.  Simply play and view!

If you’re interested in staying “tuned in” to more of Method’s videos, simply click “Subscribe” at the top of the YouTube video player after watching a video.  Now you’ll always be informed of the latest and greatest videos that are available.

Getting started and setup

Getting started with Method Expense Reports - 5:00min

Learn how to install Method Expense Reports into your Method account from the Method Application Library.

Payment Methods - 5:21min

Learn how to create various Payment Methods within Method Expense Reports such as Cash, Credit Cards (Personal and Company), Vehicle (Personal and Company).

Category Types - 4:10min

Learn how to create Category Types in Method Expense Reports.  First example is creating a type for stamp expenses and the second is for a $.15 company policy for travel.

Employee and Vendor Videos

Using Method Expense Reports as an Employee or Vendor - 4:25min

As an employee or vendor, learn how to enter expenses and create an expense report using Method Expense Reports.

Manager Videos

Using Method Expense Reports as a Manager - 1:58min

Learn how to approve or reject expense reports submitted by employees or managers.  Once approved, these expense reports will be ready to send over to QuickBooks using Method Integration.

Administrator and Accounting Videos

Using Method Expense Reports as an Admin or Accountant - 3:22min

As an admin or accounting user, learn how to process expense reports and send them over to QuickBooks in real-time using Method Expense Reports.

Comments

 

kjculbertson said:

If a user is set up for transaction type "Bill" where do you enter the vendor information so the transaction will go to QuickBooks?  On the process screen it has you select the accounts payable account, but not the vendor.  I get an error that it needs the vendor information.  

July 13, 2011 4:42 PM

About Method_Danny

Danny Do Couto is the Chief Operating Officer at Method Integration. He has been a part of the Alocet Incorporated family since 2003 where he helped in the maturity of Alocet’s existing brands, QXpress Scheduling Software and LM Software. In 2006, he switched his focus to building the team, organizational structure, and business network for Alocet’s new Method Integration division. Danny brings with him a strong background in management and technology, having completed his education at Seneca College in Computer Engineering and Network Security. His passion is helping accountants, consultants and product developers with implementing Method into their businesses, and is quickly rising on the “who’s who” in the small business accounting software community. He frequently travels throughout the United States and Canada spreading the word about Method and is a regular contributor to the Method Integration blog. Danny lives in his hometown of Toronto, Ontario – Canada, and can be reached at 1-888-925-6238 ext. 708, or via email at d.docouto@methodintegration.com.

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