Method Reference Guide
FAQ, Troubleshooting, and articles to help you understand Method.
158 articles
Common Practices and Functionality
A reference for how common controls work in Method
- Custom Filter Views - Legacy GridSave sort order, visible columns and search into a view filter
- Custom Filter ViewsSave sort order, visible columns, and search into a personalized filter view.
- How Attachments WorkAdding one or more files to a record within Method.
- How Grids / Lists WorkUnderstanding the functionality of grids (lists) within Method.
- User PermissionsManaging what access your users have in Method.
- Using Advanced SearchHow to add different filtering conditions to your search.
- Using TagsCategorize records in Method using tags
- Using the HTML EditorHow to use the HTML Editor
- Edit & Send from a TransactionChanging the email or SMS sent from a transaction.
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.
- 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.
Troubleshooting
If you are having problems, hopefully these articles will help!
- Considerations Migrating from QuickBooks Desktop to QuickBooks OnlineConsiderations when switching from QuickBooks Desktop to QuickBooks Online.
- 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 Desktop – Unrecoverable Error.Unrecoverable error occurs when any contact is added to a Vendor or Customer in QuickBooks Desktop.
- 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 my email blocked?Why your transactional email isn’t sending and how to fix it.
- Why is the class blank when synced to QuickBooks?The class on a transaction gets blanked out when it syncs to QuickBooks online.
Web Report Designer
How to create reports and transaction receipts with the Web Report Designer
- About the Web Report DesignerWhat the Web Report Designer is and learning how to use it.
- First Look at the Web Report DesignerA closer look at the interface for the online Web Report Designer
- Introduction to Report BandsWhat are Banded Reports in the Web Report Designer
- Create a New ReportHow to create a new report in the online Web Report Designer
- Set the Transaction Template as the Default Print Template
Report Designer
Legacy documentation for the deprecated report designer.
- Report Designer vs Web Report DesignerWhere can I find the new online Report Designer?
- About the Report DesignerWhere to find more information on the Report Designer
- Installing the Report Designer
- Report Designer FontsWhat fonts you can use in Report Designer.
- MICR FontsDo you need an MICR font installed?
- Report Designer GlossaryA glossary of terms for those using Report Designer
- Creating a new report
- Grouping and Sorting
- Charts and Graphs
- SummariesUsing Summaries in the Report Designer
- Styling
- Calculated FieldsA specialized field in Report Designer that can do mathematical equations.
- Conditional Formatting
- Detail Reports
- ScriptingSome common script snippets to use in the Report Designer.
- Pivot GridsSummarize the data from a extensive table.
- Generating reports in Method
- Copy a Transaction Print Template (Old Report Designer)How to copy a Estimate/Invoice/etc. template in Report Designer