Who this guide is meant for?
This guide is designed for QuickBooks users who would like to freely access their QuickBooks and Method company files from remote locations without worrying about installations. The agile nature of remote access enables staff, clients and accountants to access data from absolutely anywhere with an Internet connection.
Method is a QuickBooks integrated, web-based platform featuring fully-customizable Apps designed with the small business owner in mind. InsynQ is an authorized hosting provider for Intuit, and has been supplying Cloud-based services to its customers since 1997. InsynQ offers QuickBooks hosting so your data will always be online, accessible from any location with an Internet connection, with high security protection to keep your data safe. This partnership means InsynQ can preload the Method Sync Engine on their server, so that real-time synchronization between your QuickBooks and Method accounts can take place 100% in the cloud.
What are the steps I need to follow to setup Method Integration on InsynQ?
Sign up for an InsynQ account and inform them you will be using Method.
Log into your InsynQ Virtual Desktop: refer to the InsynQ support page here for more information and extra help with setting up your InsynQ account.
Transfer the QuickBooks file you would like to use with Method to the InsynQ server and open QuickBooks to the correct QuickBooks file.
InsynQ will supply a link to the Method Integration Engine on your Virtual Desktop. Make sure to follow the instructions InsynQ provides for your initial setup.
When it asks you "Do you want to install this application" for the Method Integration Engine, click Install.
Check for the Method Integration Engine icon in your Windows system tray at the bottom-right corner of your screen. If it isn't visible, click the arrow icon in your taskbar next to the clock to display all of your icons, then locate and double-click on the Method icon to bring up the Method Integration Engine.
Enter in
Method:Company Account (Organization)
Method:Email
Method:Password
If you don’t remember your Method:CRM Company Account and Username, refer to the registration email you received.
Click Connect to QuickBooks.
When prompted by QuickBooks, click the third option ‘Yes, whenever QuickBooks is open’, then click Continue.
Method then performs a full sync!
After the sync is complete, make sure your data has been transferred – you can do this by checking to see if all your customers are listed in Method. Just head over to the Contacts App!
And that's it! You're all set up with InsynQ!
NOTE: It's a good idea to keep the Method Integration Engine running on your computer at all times while QuickBooks is opened. To verify the engine is running, you'll see a small Method notification icon at the bottom of your screen. If your InsynQ session is inactive for any more than about 3 hours, you will be disconnected from InsynQ, and subsequently the Method Integration Engine will also disconnect.
For more information, please see our InsynQ FAQ.