Method

Method has a real-time sync with QuickBooks Online and QuickBooks Desktop. Data entered in one system will show up in the other.

Why Sync with Method

Interactive demos to help discover key features, learn common workflows, and see how different parts of the platform work together

Try Method’s Interactive Product Demos

Start here if you just signed up for Method!

Admin User Guide - Getting Started

How to get started as a brand new user to Method.

New User Guide - Getting Started

The Method App Dashboard

View metrics and customize your own on the dashboard.

Dashboard Insights

Start here if you wish to learn how to use Method

Get Started with Method

Description of Home page tab functions available to Admins on login.

A First Look at Method

For Administrators, decide which apps are needed in your Method account.

Review Your Installed Method Apps

How to upload your company logo and change your brand color on your portal and emails.

Update Your Company Logo and Brand Color

Enforce 2-factor Authentication for all users on your Method account.

How to enforce 2FA on your Method account.

Articles to read to for new admins in Method.

Articles for Admin Users

A look at your user preferences for all users.

Your User Profile

An overview of account setting preferences for non-admin users.

Your Account Settings

How to set up 2FA when logging into Method.

Set up two-factor authentication for your Method login

To help you learn Method, let's create a lead.

Onboarding - Create a Lead

To help you learn Method, let's look at App Ribbons

Onboarding - Explore the App Ribbons

To help you learn Method, let's create an activity.

Onboarding - Create an Activity

To help you learn Method, let's create an Estimate for those on QuickBooks Online

Onboarding - Create an Estimate (QuickBooks Online)

To help you learn Method, let's create an Estimate for those on QuickBooks Desktop

Onboarding - Create an Estimate (QuickBooks Desktop)

To help you learn Method, let's create an Opportunity.

Onboarding - Create an Opportunity

Articles to read for new users in Method.

Articles for New Users

Customization Services

Terms of Service

Security and Backup

Privacy Policy

Start a free trial

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.