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Set up Method on a cloud-hosted QuickBooks platform
Set up Method on a cloud-hosted QuickBooks platform

How to set up Method to work on cloud-based platforms that host QuickBooks.

Updated over a week ago

There are a number of platforms that will host QuickBooks desktop for you on the cloud, ensuring your data is fully secure and always accessible from any location with an Internet connection. These include Right Networks, GoToMyERP, Summit, Ace Hosting, Insync, and many others.

Getting Method working on these platforms normally requires roaming turned on for your account, which can only be done by our support team.

  1. Inform the QuickBooks Hosting provider you are a Method user and wish to install Method.

  2. Transfer the QuickBooks file you want to use with Method to the provider's server.

  3. Sign up for a Method account (if you haven’t done so already).

  4. Contact Method Support at 1-888-925-6238, or, or our chat, and request to have roaming turned on for your account.

  5. Have the Method Sync Engine installed on the provider's server (Depending on the host, this will be done by them or by you).

  6. Log onto the server and open QuickBooks to the correct QuickBooks company file. The Method sync engine will launch automatically.

  7. Enter your Method email and password and begin a sync to your Method account.

And that's it, you're officially signed up.

For those using Right Networks, we have a FAQ page to answer more of your questions.

How to tell if Roaming enabled

By default, TCP/IP Roaming is disabled and you will have to ask our support to enable it. However, to view its status.

  1. Click the Profile icon in the upper right and click Integrations.

  2. On the Integrations page, click QuickBooks Sync.

  3. Expand Troubleshooting.

  4. Under TCP/IP Roaming, you will see its status.

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