Clearing Cookies from Chrome in 5 Easy Steps

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Five steps to clear specific browsing data from Chrome If you are having trouble signing into Method:CRM or QuickBooks Online, a common fix from support is to “clear your cookies”.  I find this a very nuclear fix to a specific problem, since clearing all cookies deletes the good as well as the bad.  A better […]

Cloud Consultancy at CloudSummit2014

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Cloud Consultancy will be attending CloudSummit2014 in San Diego from September 17-19. Join us in the vendor Exhibit hall to talk about cloud based workflow in your business and what AERO WorkFlow can do to help your business run more smoothly. Click here for exhibit hall hours. Laura Redmond, Cloud Consultancy Partner, will be presenting at […]

AERO Workflow Manager Release Notes – August

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The following is a list of AERO Workflow Manager updates for the QuickBooks Online  version of Method:CRM.  Desktop versions are coming soon! Work Tab: New: Work > Assignment – Activities will now show for clients with accounts on hold, but accepting the activity will show a warning instead of starting an activity. New: Work > Details – A New […]

AERO Updates – July 25

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The following is a list of AERO updates for both the QuickBooks Online version of Method and the QuickBooks Desktop version of Method Work Tab New: Work > Assignment – Added “Refresh” button to reload task list when it has gotten stale by being open too long. New: Work > Activity Name (pop-up window to complete activity information) – […]

Tune in to Cloud Talk Radio this Tuesday

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Tune in on Tuesday, July 29, at 10am PDT/1pm EDT to hear Cloud Consultancy partner Victoria Cameron on Cloud Talk Radio. Victoria will be speaking with Robert J. Chandler and Keith Eneix about the Top 5 Success Factors for Working in the Cloud With Your Accountant. Cloud Talk Radio is a weekly program that aims […]

Webinar: Working in the Cloud – August 1

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Our next webinar is scheduled for Friday, August 1 at 10am PDT/ 1pm EDT. Register Here Are you ready to take your firm to the cloud? In collaboration with BMRG, Cloud Consultancy will be demonstrating how to use cloud-based tools, including AERO Workflow Manager, for an outsourced accounting practice. There is a host of cloud-based technology to […]

New Screens Added to AERO

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AERO Workflow Manager users may notice a couple new tab links on their Help tab today. We’ve added two new screens to provide support: a feedback page and a page to access the Method:CRM help center. The Feedback screen is an entirely new feature. Instead of sending an email to Cloud Consultancy support, you can use the Feedback screen […]

QuickBooks 2014 R6 Update Introduces Several Bugs

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As Charlie Russell details in his post for the Sleeter Group, the latest update for QuickBooks 2014 has introduced some bugs that include one affecting add-ons such as Method:CRM. Although Intuit pulled the faulty patches on June 20, they were released through both manual and automatic updates before then. If you are affected by this update, […]

Laura Redmond is the Method Solution Provider of the Year

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Warren presents Laura with the MSP of the Year award at Scaling New Heights 2014 Hot on the heels of her recognition by Intuitive Accountant as a Top-10 ProAdvisor, Cloud Consultancy’s Laura Redmond has been named Method:CRM‘s Method Solution Provider of the Year. Laura was an early convert to Method and has been a Solution […]

Laura Redmond Named Top 100 ProAdvisor

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Congratulations to our own Laura Redmond on being named a Top 100 ProAdvisor by Intuitive Accountant. The first annual list recognized “the leading consultants who have embraced the ProAdvisor program and have leveraged it in order to better serve their clients and grow their own business.” In addition to being a founding member of Cloud […]