Blog : QuickBooks Enterprise

Method Professional Service Beta Now Available!

Method_Valbon — Thu, 30 Sep 2010 20:01:00 GMT

There’s been a lot of buzz and a great deal of patience, and so, I’m very excited to announce that Professional Services beta is now available in the industry-specific apps section for Method Full Blown users!

Feedback from our Method Solution Providers has already been helpful to make some great improvements, and I think you’re really going to like what has become of the Professional Services app! You’ll notice a lot of fantastic new features and abilities that will make your life easier!

Some of the key features include:

Easily and accurately record time and expense entries to maximize billable time.
Enforce budget / contract preference.
Time & Expense approval process.
Accommodate planned and ad-hoc services.

If you like what you’re hearing, then read on to learn more about the beta!

During the beta, your “central hub” for information, questions and feedback should be our dedicated forum. I’ve included the link below for any newbie’s.
http://www.methodintegration.com/cs/forums/18.aspx

Access to Beta:

In Method click Customize>>>My Accounts
Scroll to the bottom and enter the beta code zrzrfqRX
Import the app into your account

I look forward to receiving your feedback and enjoy!

Val
Method Integration

Method Field Services for QuickBooks – Now Available

Method_Danny — Mon, 16 Mar 2009 21:19:00 GMT

Field Service companies should be very excited today, especially when it comes to their office staff. Why? The Method Team has now released Method Field Services, which is tailored specifically to field service companies. So what type of industries am I talking about when I say ‘Field Service’ companies? Well these can include industries such as:

Lawn care and maintenance
Landscaping
Pest Control
Irrigation
HVAC
Plumbing
Electrical
Pool Maintenance
Cleaning

The list can get much larger but I think you get the general idea. Put it this way, if your company needs to schedule work for your staff such as one time or recurring services, print work orders and route lists, enter job cost information and somehow turn this work into proper QuickBooks invoices, then Method Field Services is going to be a huge help! Why? ‘Cause it can do everything I just listed, plus if it doesn’t do something exactly the way you want it to, well just customize it of course. It is Method after all. Tie that in with the fact that you already have real-time syncing with QuickBooks and the extended CRM capabilities and you have a very cool and powerful tool.

I’ve included a picture of the Field Service Dashboard which neatly displays the amount of work assigned to each of your staff and the dollar amount associated with each job item in a bar and pie chart format. Yes, I also wanted to include this picture because it just looked cool. Everyone LOVES graphs.

So how do you get started with Field Services? Well that depends on if you are a new user, a current user or need to upgrade your account. I’ve explained the 3 scenarios below, so pick the one that applies to you.

New Method User – Well first of all, welcome! To sign up for Method Field Services, simply click the link below and follow the instructions on the sign up page.

https://www.methodintegration.com/web/signupapp.aspx?app=Method%20Field%20Services

Current user – Full Blown Edition – Since you are already using the Full Blown Edition, you can access to all industry applications. Simply click on the “Customize” tab and then click My Account. Under the “Add Apps from Method Library” section, click add this app now! for Method Field Services.

Current user – Standard and CRM Edition – You will first need to upgrade your account to the Full Blown Edition to have access to the industry apps. To do this, click on the “Customize” tab and then click My Account. Under the “Add Apps from Method Library” section, click upgrade to this edition now! for Method Full Blown Edition.

If you want to check out more of the screen shots for Method Field Services, click the link below and then click the “Screenshots & Resources” tab.

http://www.methodintegration.com/web/web-app-for-quickbooks.aspx?app=Method%20Field%20Services&Plumbing-Electrical-HVAC-Field-Service-For-Use-With-Intuit-QuickBooks-Enterprise.html

Till next time,

Danny Do Couto
Method Integration

How to create a QuickBooks Deposit screen from scratch

Method_Paul — Thu, 12 Mar 2009 12:26:00 GMT

Danny and I have a deal. He gets to write all the fun blogs and announcements - and in return I get to do all the geeky "how do I?" blogs. Does it sound like I got a raw deal? No - not at all! I love showing off what Method can do....and I especially enjoy getting my hands dirty.

Today's blog is a long overdue movie tutorial on how to create a screen, from scratch, using Method. This is a great educational tool for anyone who wants an introduction into how to create and modify screens from scratch. It touches quickly on many key concepts such as choosing the correct table, how grids relate to a screen, how to arrange sections on a screen, and how actions can make your life easy. This blog is actually inspired by a simple email we received:

"Here is my scenario: my client has a manual system for capturing receipts which is broken into several different income accounts. They have no need to breakdown by an Item or Customer, they just need a way to book the deposit.

I would like to determine a way to setup a deposit entry screen with a couple of “preset lines” already setup so that all they have to do is enter the date and the amounts. I would also like them to have the ability to add lines for other miscellaneous deposit amounts.

Oh, I almost forgot, I need the ability to select the class for each line also.

Hope that makes sense."

I felt there was no better way to demonstrate a solution than to post a video onto YouTube that shows, step by step, how to create this Deposit screen. Unfortunately, YouTube only allows movies 10 minutes in length or shorter, and since the movie is a total of 17 minutes, I had to break it into two movies.

Part I of II:

Part II of II:

Please reply back with comments and questions. I'll be happy to offer some tips on how you can take my basic deposit screen and turn it into something even more customized for your individual scenarios.

Paul