This article is a guide for administrators who are setting up Method:CRM. Usually, this will be the first person who first installs Method:CRM, but it can be done by anyone who has administrative permissions.
Method:CRM Installation
If you have not installed Method:CRM yet, this is your first task. The Installation is different depending on whether or not you are using the online version of QuickBooks, or the desktop version of QuickBooks.
QuickBooks Online - Installation instructions for Method:CRM
QuickBooks Desktop - Installation instructions for Method:CRM
After the Installation
After Method:CRM has been installed, the sync should immediately start working. Next up are common tasks you may do as an administrator.
Review Your Apps - Depending on your small business, not every app is needed. Review the ones currently installed and choose whether or not you need them on your dashboard.
Invite a User - Invite other users to your Method:CRM account. Make sure they are subscribed to the correct apps, and set their permissions accordingly.
Upload your Logo - Your logo will appear on the transactions you give to your customers, as well as the customer portal.
Connect a Payment Gateway - A payment gateway allows you to accept credit card payments directly within Method:CRM. Currently, Method:CRM supports Stripe, Authorize.NET, BrainTree, PayPal PayFlow Pro, and Intuit QuickBooks Payments (US).
Import Leads - If you have a lead sheet of potential customers, you can import these into Method:CRM. In Method:CRM, leads do not sync with QuickBooks until you choose to convert them to customers.
Review Account Settings - There are a number of preferences to review to complete your Method setup.
Once you set up your Method:CRM account by completing the tasks above, you can find further information in the Set Up Method:CRM branch of our help center.
If you or your invited users would like to learn how to use Method:CRM, please refer to our article New Users Guide - Getting Started.