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Method CRM redesigns Activities screen and fixes QuickBooks Desktop sync

By WeekCRM editorial team · Published 2026-10-23 · Editorial policy & disclosures

weekcrm news desk · 23 October 2026, 10:23 UTC · Source: forums.method.me

Method CRM redesigned the Activities screen with an updated layout and List and Calendar tabs. The tabs remember the last view each user selected.

Three fixes address QuickBooks Desktop sync. Custom fields 21-30 on invoice, sales receipt and credit memo lines now sync from QuickBooks Desktop. Clearing Address Line 4 on a sales transaction now syncs as well. Editing a line custom field on a synced transaction no longer blanks its value.

A fourth fix restores the interactive REST API documentation page, which had failed to load its reference.

What it means

If you use Method CRM. Teams syncing invoices, sales receipts and credit memos with QuickBooks Desktop get fewer sync gaps on custom fields and Address Line 4.
What to do. Recheck synced QuickBooks Desktop transactions where custom fields 21-30 or Address Line 4 were previously empty.

How to cite this story

weekcrm. (23 October 2026). Method CRM redesigns Activities screen and fixes QuickBooks Desktop sync. https://www.weekcrm.com/news/2026-10-23-method-crm-redesigns-activities-screen-and-fixes-quickbooks-

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