Method FAQ

Frequently Asked Questions about Method

Errol Elumir avatar Inder avatar
30 articles in this collection
Written by Errol Elumir and Inder

What is General Data Protection Regulation (GDPR) and is Method compliant?

Yes, Method is GDPR compliant.
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Written by Errol Elumir
Updated over a week ago

How to Use VLOOKUP in a Spreadsheet

Using VLOOKUP to cross reference a Contact's Record ID
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Written by Errol Elumir
Updated over a week ago

Prepay Plan

Pay 12 months in advance on the Annual Prepay Plan.
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Written by Inder
Updated over a week ago

Supported Tables for QuickBooks Desktop

What tables do and do not sync between QuickBooks Desktop and Method.
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Written by Errol Elumir
Updated over a week ago

Supported Tables for QuickBooks Online

What tables do and do not sync between QuickBooks and Method.
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Written by Errol Elumir
Updated over a week ago

Can I Convert My Account for QuickBooks Desktop to QuickBooks Online?

This article explains why you cannot convert a Method Desktop account to a Method for QuickBooks Online account.
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Written by Inder
Updated over a week ago

Can I Migrate One Method Account to Another?

Account migrations for Method New and Classic.
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Written by Inder
Updated over a week ago

Can Method Restore My QuickBooks?

Method should not be used to backup your QuickBooks.
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Written by Inder
Updated over a week ago

Cancelling Your Method Account

How to cancel your Method account.
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Written by Inder
Updated over a week ago

Comparing the New and Classic Versions of Method

This article is intended for users of our Classic version of Method.
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Written by Inder
Updated over a week ago

Do Custom Fields in QuickBooks Desktop sync with Method?

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Written by Inder
Updated over a week ago

Do Custom Fields in QuickBooks Online sync with Method?

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Written by Inder
Updated over a week ago

Does Method Support Multi-Currency?

Does Method support multi-currency in QuickBook Online
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Written by Inder
Updated over a week ago

How do I find my Company Account name?

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Written by Inder
Updated over a week ago

Is Method HIPAA compliant?

Unfortunately, Method is not HIPAA compliant.
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Written by Inder
Updated this week

Is My Information Safe?

Yes. Yes it is.
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Written by Inder
Updated this week

Mobile App

Using Method on a mobile device
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Written by Inder
Updated over a week ago

Should I Purge My Data in Quickbooks Online?

Things to know in regards to purging data in QBO.
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Written by Inder
Updated over a week ago

Restoring a Cancelled Method Account

How to restore a Method account that has been cancelled.
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Written by Inder
Updated over a week ago

Updating a dropdown field with the import tool

How to update a dropdown field using the import integration tool.
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Written by Inder
Updated over a week ago

Using Method on Mac

Helps you understand the compatibility of Method with Mac
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Written by Inder
Updated over a week ago

Viewing the Audit Trail

How to view the audit trail for Method.
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Written by Inder
Updated over a week ago

What is an Action Execution Error?

Understanding Action Execution errors in Method.
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Written by Inder
Updated over a week ago

What is Method Labs

New features coming soon to test out.
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Written by Errol Elumir
Updated over a week ago

What is my Portal Password?

How to determine your portal password in Method.
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Written by Inder
Updated over a week ago

What is "Wait for approval before syncing?"

Understanding the "wait for approval before QuickBooks Sync" option in Method.
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Written by Inder
Updated over a week ago

Where can I Find Help for Method:Classic

How to access the help center for Method: Classic.
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Written by Inder
Updated over a week ago

Why can't I see my past transactions

Reasons you can't see past transactions in Method.
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Written by Inder
Updated over a week ago

Why do I have Duplicate Customers when I Convert a Lead?

What causes the duplication of customers when converting a lead in Method.
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Written by Errol Elumir
Updated over a week ago

Will Condensing My QuickBooks File Affect Method?

How condensing a Quickbooks file affects Method.
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Written by Errol Elumir
Updated over a week ago