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Method Reference Guide

Method Reference Guide

FAQ, Troubleshooting, and articles to help you understand Method.

148 articles
Method FAQ

Frequently Asked Questions about Method

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:CRM.
Supported Tables for QuickBooks OnlineWhat tables do and do not sync between QuickBooks and Method:CRM.
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 is 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
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 Method, Update Payment Info, View Subscription InvoicesUse Method's portal for all billing needs, like payment info and changing your credit card number.
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
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 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-tenancy?Multi-tenancy is for companies who franchise.
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.
Why does the customer balance not update after a customer makes a payment?Sometimes the customer's balance doesn't update right away, or not at all.
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.
Troubleshooting

If you are having problems, hopefully these articles will help!

Simplifying QuickBooks Data Migration with Method's Remapping ToolHow to convert one QuickBooks account to another, e.g. Method for QuickBooks Desktop account to a Method for QuickBooks Online account.
Authorize Gmail Email SettingsIf Google won't allow you to set your email preferences.
Cannot Print Transactions or ReportsIf you are unable to print invoices, estimates, etc, or any of your reports, it may be because of the pop-up blocker.
Conflict: Missing from QuickBooksTroubleshooting the "Missing from QuickBooks" conflict.
Conflict: Receive payment request not foundHow to resolve "Receive Payment request not found" conflict in Method.
Conflict: Sales order cannot be manually closedResolution for "Sales order cannot be manually closed" conflict.
Email Sending LimitationsEmail providers have some restrictions how many emails you can send.
Email Signatures Do not Show in EmailsHow to add a user's email signature to an email template.
Error - Application Cannot Be StartedTroubleshooting the error: " Application cannot be started." for accounts with QuickBooks Desktop.
Error - Connection FailureTroubleshooting the "Connection Failure" error on the Method Sync Engine.
Error - Multiple Successive CallsHow to resolve this this sync error
Error - When parsing the Provided XML Text StreamAdjusting QBXML Version Compatibility
Error in OpenConnectionBeginSessionFor resolving an error referencing an OpenConnectionBeginSession when performing a synchronization.
Forget previously synced Method accountHow to forget previously synced account on the Method Integration Engine.
Google Re-Authentication StepsIf you are having trouble signing in to Method with Google
How to Install on a Windows ServerInstalling the Method Sync Engine on a Windows server
How to Change Sign in EmailChange the email used to log in Method.
How to reconnect QuickBooks Online and MethodIf you have sync issues, try reconnecting.
Incorrect Currency Symbol In ReportsWhen generating reports in Method:CRM, the currency symbol may appear inconsistent with the currency you want to express
Install blocked by Norton Anti-virusAnti-virus software may block the installatino of the Method Sync Engine
Moving QuickBooks to a New ComputerHow to change the computer for those on QuickBooks Desktop
"No disk in the drive" ErrorA Windows error occuring with the Method Sync Engine
Quantity in Method transactions not matching QuickBooks due to UoMWhen using unit of measure in QuickBooks Desktop, the quantity of the line item is not matching when synced over to Method.
QuickBooks Online Sync ConflictsHow to troubleshoot sync conflicts
QuickBooks Desktop Sync ConflictsHow to troubleshoot sync conflicts
QuickBooks Desktop Sync FAQFrequently Asked Questions about the Method's sync with QuickBooks desktop
Resolve "Can't Open QuickBooks" ErrorResolve "QuickBooks already has a company file open" error while connecting the Method Sync Engine
Permission to Method Integration folderGetting the error "Access to path is denied"
Sync with QuickBooks Advanced InventoryWhat can Method sync to when using the Advanced Inventory feature in QuickBooks Desktop.
Transaction reference numbers are off or really highWhen your transaction reference numbers that are being auto generated are really high in number
Uninstalling the Method Sync EngineFor reinstallation or removing the Method Sync Engine
UOM Does not Sync CorrectlyWhy the Unit of Measure field does not sync correctly from QuickBooks Desktop.
Verify and Rebuild QuickBooks DataIf your QuickBooks file has corruptions, it is recommended to run the QuickBooks Utilities to Verify and Rebuild your data.
What is a ConflictUnderstanding conflicts in Method.
Why are my transaction numbers blank?Reasons why your transaction numbers may be blank when using Method with QuickBooks Online.
Why are my Purchase Order Reference Numbers blank?Reasons why your P.O. numbers may be blank when using Method with QuickBooks Online.
Why can I not find an item in my Purchase Orders or Bills?For QuickBooks Online users, why service items do not show in Purchase Orders or Bills.
Why can't I see my sent mail?Email sent out from Method is not shown in your sent mail.
Why do emails have "Be careful with this message" warning?
Why do I have blank pages on my reports?How to fix a report or transaction printout if it contains blank pages.
Why is the class blank when synced to QuickBooks?The class on a transaction gets blanked out when it syncs to QuickBooks online.