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Set Up Method
For Admin users, how to set up Method
53 articles
Supported Editions of QuickBooksWith multiple versions, here are the regions and editions Method:CRM is compatible with.
Signing up for a new Method account when you have an existing Method accountWhen you want to sign up for another Method account and use the same sign in email as before.
Method Integration Engine RequirementsFor QuickBooks Desktop users, basic requirements for installing the Method Integration Engine.
Sync with QuickBooks Desktop
Learn about how Method sync with you QuickBooks Desktop account.
How to connect Method with QuickBooks DesktopHow to sync your Method account with QuickBooks Desktop
Syncing Additional Computers with QuickBooksEmail to users instructions to setup sync on additional desktops
Intro to the Method Sync EngineHow to use the Method Sync Engine for QuickBooks Desktop
QuickBooks Desktop Sync PreferencesSynchronization preferences for QuickBooks Desktop
Method Sync in DetailMore details on how Method syncs with QuickBooks Desktop.
Where Can I Find My Authorization Code?For those who have installed the Method Sync Engine.
How to check for updates on the Sync Engine?Check for updates on the sync engine
Sync Engine ErrorThe error when not logged in as an administrator.
Sync with QuickBooks Online
Learn about how Method sync with you QuickBooks Online account.
How to connect Method with QuickBooks OnlineHow to sync Method with QuickBooks Online
QuickBooks Online Sync PreferencesSynchronization preferences for QuickBooks Online
Signing Into Method (SSO)
How to sign into Method using Single Sign-on (SSO).
Sign in with GoogleHow to sign into your Method account with Google credentials.
Sign in with IntuitHow to sign in to Method:CRM with Intuit credentials.
Sign in with MicrosoftHow to sign in to Method with Microsoft credentials.
Sign in with SSO using Method MobileSingle Sign-on on Method's Mobile App only allows for a Google sign in, so what about Intuit, Microsoft, or Xero?
Delete your Method data from FacebookHow to remove Method from your Facebook account.
Account Settings
Understand how to configure your Method account settings.
Company Account SettingsChanging the company account preferences.
Account Settings: SubscriptionsAs an admin, change your Method subscriptions
Account Settings: DisplayAdmin users can change the display defaults for the platform.
Account Settings: CommunicationsSetting up your email delivery server
Communications: SMSConfigure the delivery of SMS from Method.
Account Settings: NotificationsAs an admin, change the default notifications.
Account Settings: PortalConfiguring the portal for contacts to sign into.
Account Settings: Portal - Test driveView what the portal looks like as a specific contact
Account Settings: Portal - SettingsDetails on the "Settings" section for the portal configuration.
Account Settings: Portal - ScreensDetails on the "Screen" section for the portal configuration.
Account Settings: Portal - NavigationEdit the links and style of the navigation
Account Settings: App RoutinesAdmin users can view and schedule app routines defined in their account.
Account Settings: Audit TrailAs an admin, review historical changes made to your Method account.
Pack Subscriptions
Understand our stock packs and the apps they contain.
What Are Packs and Apps?Understanding our stock packs and the apps they contain.
Install Packs and AppsHow to install new packs and apps in your Method account.
Unsubscribing from Packs and AppsHow to remove packs and apps from your Method account
Set Up Users
How to manage and set up new users.
Adding New UsersInvite new users to log into your Method account
Managing User App PermissionsHow to give and remove access to apps.
Editing User SettingsEditing a Method:CRM User
Restricting What Records Users SeeAccount permissions restrict what other Method users see
Making a User InactiveHow to reduce the number of licenses in your account.
Email Setup
Configure your email server.
Communications: Email SettingsExplaining Email Settings and Email senders in your Account Setttings.
Communications: View Sent EmailsView sent emails in Method and track open and click rates.
Communications: Authenticate your DomainHow to authenticate your domain to ensure optimal email deliverability.
Gmail Server SettingsEmail server settings for Gmail users
GoDaddy Server SettingsSetting up GoDaddy as your email server
Add DNS Records to a GoDaddy Custom DomainHow to add DNS Records to a GoDaddy Custom Domain
Yahoo! Server SettingsSetting up Yahoo! as your email server
SendGrid Server SettingsEmail server settings for those using SendGrid.
Outlook.com Server SettingsSetting up Outlook.com as your email server
Office 365 Server SettingsSetting up Office 365 as your email server
Integrate with MS Exchange OnlineHow to set up Method:CRM to integrate with Microsoft Exchange Online.
Add DNS Records to a Cloudflare Custom DomainHow to add DNS Records to a Cloudflare Custom Domain
Microsoft Email Servers - Unblock Method's IP AddressHow to configure your Microsoft account to allow Method's IP address.
How to Add an Image to your Email SignatureEmbedding an image for your email sig