In Method, you can add as many additional contacts as needed to your customers. These additional contacts created in Method will not sync to QuickBooks.

Remember, a Contact is different from a Customer. You can view our article What is a Contact for more information.

In this article:


Add an Additional Contact via the Dashboard

  1. Click ⊕ New on your Contacts App, or click ⊕ New Contact in your Contacts List.

  2. This opens the New Contact screen. Select Add New Contact To.

  3. In the dropdown, select an existing Customer, Customer Lead, or Vendor you want to add the additional contact to.

  4. The fields as you would when creating any other contact and then click Save to save your changes, or Save & New to save the current contact and clear the screen to enter another one.

This contact is now an additional contact for the customer you've assigned the contact to. The contact will appear in your Contacts List and will be listed under Other Contacts when viewing another contact related to the same Customer.


Add an Additional Contact when viewing another Contact

  1. When viewing a contact and its customer, select the Other Contacts tab. If you do not see it, click the More [] link and it will be available in the dropdown.

  2. Within the Other Contacts tab, select ⊕ New Contact.

  3. Fill out the information for the new contact. Click Save at the bottom of the screen when you are done.

Again, this contact is now an additional contact for the customer you've assigned the contact to. The contact will appear in your Contacts List and will be listed under Other Contacts when viewing.

In the image below, the new contact we added also has the original contact of the Customer under the Other Contacts tab.


Notes on QuickBooks Desktop and contact types

Although QuickBooks Online doesn't have multiple contacts per customer, QuickBooks desktop does with different contact types. It is best practice to keep all contact information in Method considering all of your interaction history for those contacts are there.

Here are specifics on how contacts, particularly the first and second contacts, sync between QuickBooks and Method:

  • Primary Contacts in QuickBooks Desktop are shown as "Main Contact" in Method. All information is synced for Primary Contacts.

  • Secondary Contacts created in QuickBooks Desktop are shown as "Alternate Contact" in Method. However, information is not always synced.

    • The Secondary contact will sync the Name but NO other info (Email, phone, etc).

    • When customizing in Method, the SpecialType field in the Contacts table will show as Alt Contact.

  • When a second contact is created in Method, it will be shown as "Additional contact", and not "Alternate Contact".

    • When customizing in Method, the SpecialType field in the Contacts table will be blank.

  • No additional contacts beyond the second will sync between Method and QuickBooks Desktop.

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