Set Up Method
For Admin users, how to set up Method
57 articles
Sync with QuickBooks Desktop
Learn about how Method sync with you QuickBooks Desktop account.
- Method Integration Engine RequirementsFor QuickBooks Desktop users, basic requirements for installing the Method Integration Engine.
- How to connect Method with QuickBooks DesktopHow to sync your Method account with QuickBooks Desktop
- Syncing Additional Computers with QuickBooksEmail to users instructions to setup sync on additional desktops
- Intro to the Method Sync EngineHow to use the Method Sync Engine for QuickBooks Desktop
- QuickBooks Desktop Sync PreferencesSynchronization preferences and settings for QuickBooks Desktop
- Method Sync in DetailMore details on how Method syncs with QuickBooks Desktop.
- Supported Tables for QuickBooks DesktopWhat tables do and do not sync between QuickBooks Desktop and Method.
- Where Can I Find My Authorization Code?For those who have installed the Method Sync Engine.
- How to check for updates on the Sync Engine?Check for updates on the sync engine
- Sync Engine ErrorThe error when not logged in as an administrator.
- QuickBooks Desktop Sync ConflictsHow to troubleshoot sync conflicts
Sync with QuickBooks Online
Learn about how Method sync with you QuickBooks Online account.
- How to connect Method with QuickBooks OnlineHow to sync Method with QuickBooks Online
- QuickBooks Online Sync PreferencesSynchronization preferences for QuickBooks Online
- Supported Tables for QuickBooks OnlineWhat tables do and do not sync between QuickBooks and Method:CRM.
- QuickBooks Online Sync ConflictsHow to troubleshoot sync conflicts
Signing Into Method (SSO)
How to sign into Method using Single Sign-on (SSO).
- Sign in with GoogleHow to sign into your Method account with Google credentials.
- Sign in with IntuitHow to sign in to Method with Intuit credentials.
- Sign in with MicrosoftHow to sign in to Method with Microsoft credentials.
- Sign in with SSO using Method MobileSingle Sign-on on Method's Mobile App only allows for a Google sign in, so what about Intuit, Microsoft, or Xero?
- Delete your Method data from FacebookHow to remove Method from your Facebook account.
Account Settings
Understand how to configure your Method account settings.
- Company Account SettingsChanging the company account preferences.
- Account Settings: SubscriptionsAs an admin, change your Method subscriptions
- Account Settings: DisplayAdmin users can change the display defaults for the platform.
- Account Settings: CommunicationSetting up your email delivery server
- Communication: SMSConfigure the delivery of SMS from Method.
- Account Settings: NotificationsAs an admin, change the default notifications.
- Account Settings: PortalConfiguring the portal for contacts to sign into.
- Account Settings: Portal - Test driveView what the portal looks like as a specific contact
- Account Settings: Portal - SettingsDetails on the "Settings" section for the portal configuration.
- Account Settings: Portal - ScreensDetails on the "Screen" section for the portal configuration.
- Account Settings: Portal - NavigationEdit the links and style of the navigation
- Account Settings: App RoutinesAdmin users can view and schedule app routines defined in their account.
- Account Settings: Audit TrailAs an admin, review historical changes made to your Method account.
Pack Subscriptions
Understand our stock packs and the apps they contain.
Set Up Users
How to manage and set up new users.
- Add New UsersInvite new users to log into your Method account
- Manage User Access PermissionsHow to give roles, as well as access permissions to different apps.
- Edit User SettingsEditing a Method User
- Restricting What Records Users SeeConfigure Peer-to-peer access in Access Permissions to restrict or hide records from other users.
- Making a User InactiveHow to reduce the number of licenses in your account.
Email Setup
Configure your email server.
- Communication: Email SettingsExplaining Email Settings and Email senders in your Account Setttings.
- Communication: View All EmailsView all sent emails in Method and track open and click rates.
- Communication: Authenticate your DomainHow to authenticate your domain to ensure optimal email deliverability.
- Understanding Transactional vs. Marketing EmailsEnsure better email deliverability, compliance, and a more positive experience for you and your recipients.
- Gmail Server SettingsEmail server settings for Gmail users
- GoDaddy Server SettingsSetting up GoDaddy as your email server
- Add DNS Records to a GoDaddy Custom DomainHow to add DNS Records to a GoDaddy Custom Domain
- Yahoo! Server SettingsSetting up Yahoo! as your email server
- SendGrid Server SettingsEmail server settings for those using SendGrid.
- Microsoft Email Server SettingsUsing Microsoft as your email server.
- Add DNS Records to a Cloudflare Custom DomainHow to add DNS Records to a Cloudflare Custom Domain
- How to Add an Image to your Email SignatureEmbedding an image for your email sig
- Whitelisting IP Addresses for Email DeliveryWhich IP addresses to whitelist to ensure email delivery.
- Authenticate your Domain by configuring your DMARCHow to configure your MX, SPF, DKIM, and DMARC records for domain authentication.