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How to connect Method with QuickBooks Desktop
How to connect Method with QuickBooks Desktop

How to sync your Method account with QuickBooks Desktop

Updated over a week ago

In most scenarios, connecting your Method account to a QuickBooks file on your desktop is an easy process that takes 15-30 mins. Follow the detailed steps in this article or watch the installation video to learn how.

If you're just looking to re-download the sync engine:

Requirements for Installation and Sync 

Before you can start using Method with QuickBooks Desktop, you need the following items:

  • Your QuickBooks Desktop file open within QuickBooks Desktop (on Windows).

  • Supported Windows Version. You can install the Method Sync Engine on Windows 7 and higher. For those on Windows Server, please see our separate set of installation instructions (Windows XP and older are not supported).

  • QuickBooks Admin permissions (for initial sync only).

  • Your Method Account details (which is part of this install)

First Sign Up with Method

At this point, you should be signed up and waiting for the sync. If you do not have an account, please sign up for a trial.

You will be asked to select which version of QuickBooks you are using: Online or on the Desktop. Choose QuickBooks Desktop.

When you sign up with Method, you will be given a step by step guide to start the sync, however, if you skip that guide, we will outline the steps here.

Step 1: Open QuickBooks as the Admin

In single user mode, open your QuickBooks file to the company file you wish to sync. You will need Admin access for this QuickBooks file. If you are not the person who will be installing the sync engine, click the "Email instructions" button to email the person who will.

NOTE: You must choose the correct company file in single user mode. If you sync the wrong QuickBooks file, the sync cannot be easily undone.

Step 2: Download and install

  1. Click Download to download the sync engine.

  2. Click the downloaded file (MethodSyncInstaller.exe) to launch the installer.

  3. Follow the onscreen instructions to install the Method Sync Engine.

Note: In most cases, you will automatically connect to Method, however, in the case where it doesn't, you will need to enter in an authentication code. Click "Generate an authentication code", and follow the instructions on Entering an Authentication Code.

Step 3: Sync

  1. Once the install is complete, an application certificate will pop up. 

  2. Make sure you choose "Yes, whenever this QuickBooks company file is open".

  3. Click Continue and then Done to start your Method sync!

Note: If you accidentally click something else, you can change these settings later from within QuickBooks under the "Integrated Apps Settings" section.

And now your sync is underway! To see the status of your sync, find the Method Logo in your task bar, right-click it, and select Display.

Your first sync may take a while depending on the size of your QuickBooks file. When it's complete the Method PUSH status will read connected and turn green.

When you return to your browser, you will be taken into Method!

Note: You may see a second QuickBooks Application Certificate pop up, similar to the one above. This one is to authorize the Method Integration Engine Listener. Please allow the same access as you did previously for this certificate.

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