Get Started with Method
Start here if you wish to learn how to use Method
17 articles
Why Sync with MethodMethod has a real-time sync with QuickBooks Online and QuickBooks Desktop. Data entered in one system will show up in the other.
Admin User Guide - Getting StartedStart here if you just signed up for Method!
New User Guide - Getting StartedHow to get started as a brand new user to Method.
The Method DashboardGet to know the Method Dashboard
Dashboard InsightsView metrics and customize your own on the dashboard.
Articles for Admin Users
Articles to read to for new admins in Method.
Review Your Installed Method AppsFor Administrators, decide which apps are needed in your Method:CRM account.
Update Your Company Logo and Brand ColorHow to upload your company logo and change your brand color on your portal and emails.
How to enforce 2FA on your Method account.Enforce 2-factor Authentication for all users on your Method account.
Articles for New Users
Articles to read for new users in Method.
Your User ProfileA look at your user preferences for all users.
Your Account SettingsAn overview of account setting preferences for non-admin users.
Set up two-factor authentication for your Method loginHow to set up 2FA when logging into Method.
Onboarding - Create a LeadTo help you learn Method, let's create a lead.
Onboarding - Explore the App RibbonsTo help you learn Method, let's look at App Ribbons
Onboarding - Create an ActivityTo help you learn Method, let's create an activity.
Onboarding - Create an Estimate (QuickBooks Online)To help you learn Method, let's create an Estimate for those on QuickBooks Online
Onboarding - Create an Estimate (QuickBooks Desktop)To help you learn Method, let's create an Estimate for those on QuickBooks Desktop
Onboarding - Create an OpportunityTo help you learn Method, let's create an Opportunity.