Method FAQ
Frequently Asked Questions about Method
64 articles
- Prepay PlanPay 12 months in advance on the Annual Prepay Plan.
- Supported Tables for QuickBooks DesktopWhat tables do and do not sync between QuickBooks Desktop and Method.
- Supported Tables for QuickBooks OnlineWhat tables do and do not sync between QuickBooks and Method:CRM.
- Rebranding Multi-Tenancy to Multi-EntityWe're updating our product terminology to align with Intuit's Enterprise Suite's Multi-Entity accounting.
- Can I create a report listing leads or customers with their Sales Reps?How to sort your active customers or leads by Sales Reps assigned to them.
- Can I link to the Customer Portal on my website?Where to find your customer portal link.
- Can I manually change the currency for a specific invoice?For QuickBooks accounts with multi-currency enabled, can the currency be changed for any transaction?
- Can I Migrate One Method Account to Another?Account migrations from one Method account to another.
- Can I put a shortcut to Method on my Desktop?How to provide an easy way to sign into Method from your desktop.
- Can I see Screen changes in the Audit Trail?Using the App Management table to see changes to the screen in the Audit Trail.
- Can an App be set to Read Only?How to allow your users to only view the records of an app.
- Can Method Restore My QuickBooks Desktop file?Method should not be used to backup your QuickBooks Desktop file.
- Cancelling Your Method AccountHow to cancel your Method account.
- Convert Sub-Customers and Jobs to ProjectsFor QuickBooks Online users, learn how to convert sub-customers to projects.
- Comparing the New and Classic Versions of MethodThis article is intended for users of our Classic version of Method.
- Do Custom Fields in QuickBooks Desktop sync with Method?How custom fields sync between QuickBooks Desktop and Method.
- Do Custom Fields in QuickBooks Online sync with Method?How custom fields sync between QuickBooks Online and Method.
- Does Method Support Avalara Tax?Does Method Support Avalara Tax in QuickBooks Desktop.
- Does Method Support Multicurrency?Does Method support multi-currency in QuickBook Online
- Enabling TLS 1.2 for Method Sync EngineIf Method Sync Engine cannot connect, TLS 1.2 may need to be enabled for older Windows machines.
- How are Time Zones set in Method?How to set the time zone and how it affects your Method users.
- How to Keep Method Emails Out of Spam FoldersHow to keep your emails sent from Method from being marked as spam.
- How do I change my Organization / Account name?How to change your organization name / account name and your URL.
- How do I reset my password?How to reset your password or find your signin email credentials.
- How do I delete a customer in Method?There are certain conditions that need to be met in order for a customer or a contact to be deleted or made inactive.
- How do I find my Organization / Company Account name?Finding the name of your Method account.
- How do I send out an email that’s not from notifications@method.me?What to do if you want your sent emails to have a From address of your own email.
- How does Donor Pages handle existing Donors?What happens if a donor exists in Method:CRM when making a donation through Donor Pages?
- How does the Web to Lead form handle existing Leads?What happens if a lead is entered in a form and they already exist.
- How to add the Google Translate extension in ChromeTo view Method in other languages, you can install this extension on your Chrome browser.
- How to Export Data to Print LabelsHow to export data to import into a program for mail merging and labels.
- How to make a contact a Billing ContactHow to make a contact a Billing Contact on your Method account
- How to open up the Console in Google ChromeFor when you need to troubleshoot.
- How to Subscribe to MethodIf you are in a trial and wish to subscribe to Method.
- How to Update your Payment Info with MethodUse Method's portal for to update your payment info for your subscription with Method.
- How to View your Subscription Invoices with MethodUse Method's portal for to view your subscription invoices with Method.
- How to Use VLOOKUP in a SpreadsheetUsing VLOOKUP to cross reference a Contact's Record ID.
- Is Method compliant with GDPR or PIPEDA?Are we GDPR or PIPEDA Compliant?
- Is Method HIPAA compliant?Method is not HIPAA compliant.
- Is Method SOC2 compliant?Method is not SOC2 compliant.
- Is My Information Safe?Yes. Yes it is.
- Is the Log4j Vulnerability an issue for Method?What the Apache Log4j Remote Code Execution Vulnerability is and whether it affects users of Method.
- Mobile AppUsing Method on a mobile device
- Multi-Entity PricingHow pricing works for accounts enabled for Multi-entity.
- Should I Purge My Data in Quickbooks Online?QuickBooks Online should not be purged if it's synced to Method.
- Should I embed video in my email campaigns?The short answer is no.
- Restoring a Cancelled Method AccountHow to restore a Method account that has been cancelled.
- Updating a dropdown field with the import toolHow to update a dropdown field using the import integration tool.
- Using Method on MacHelps you understand the compatibility of Method with Mac
- What Can I Do if Payment to Method Is Declined?If your payment is declined, please view this article and contact Method support.
- What is an Action Execution Error?Understanding Action Execution errors in Method.
- What is "Wait for sync approval?"Understanding the "wait for approval before QuickBooks Sync" option in Method.
- What is Multi-entity?Understanding Multi-entity accounting.
- What is the difference between Balance and Total Balance in the Customer Table?Balance vs TotalBalance in the Customer and Entity table.
- Where can I Find Help for Method:ClassicHow to access the help center for the classic version of Method:CRM.
- Where do I change my company address?Use QuickBooks to change your company address
- Why are emails in email campaigns showing as blocked?If you aren't subscribed, emails in the email campaigns app may be blocked when sending.
- Which browsers are supported?This article lists all supported browsers.
- Why can't I see my past transactionsReasons you can't see past transactions in Method for QuickBooks Desktop.
- Why do I have Duplicate Customers when I Convert a Lead?What causes the duplication of customers when converting a lead in Method.
- Invoice balance not updating or Payment has sync conflictThe balance for the customer is not updating or the payments for invoices not syncing.
- Why is my email status "blocked"?
- Why is there a Payment transaction type when my gateway failed to process payment?The difference between a Payment transaction and processing a payment.
- Will Condensing My QuickBooks File Affect Method?How condensing a Quickbooks file affects Method.