The Accounts App lets you create and modify transactional accounts and sub-accounts that sync with QuickBooks.
What is an Account?
An account is a way for your company to categorize its money: be it income, expense, equity, asset, or liability. Transactions and items are assigned to accounts. This helps your accountant organize the Chart of Accounts in QuickBooks and keep track of your day-to-day funds.
The Classes App is part of the Accounting Lists Pack, which is installed by default in every Method account.
How to Create an Account
To create an account in Method, which will sync to QuickBooks, follow the below steps.
On your Method:CRM dashboard, click ⊕ New on your Accounts App, or click ⊕ New Account on your Accounts List screen.
This opens the New / Edit Account screen. Fill in the appropriate fields.
Fill in the appropriate details and click Save & Back. You are returned to your Accounts List.
Account Details
An overview of the fields for your accounts.
Field | Description |
Name | Unique name for account. |
Subaccount of | The parent account for this account. Sub accounts are typically used to categorize specific types of transactions. |
| When checked, this account is available as an account choice. |
Account Type | Account types determine whether this account appears on the Balance Sheet or Income Statement in QuickBooks. If this is a sub account, it must be the same type as the parent account. |
Description | Information about the account. |
Account No. | The account number appears ahead of the name when synced with QuickBooks, in the chart of accounts, and accounting reports. |
Active Account?