# Method Help Center

> Help center for Method

## Get Started with Method

- [Why Sync with Method](https://help.method.me/en/articles/2577060-why-sync-with-method.md): Method has a real-time sync with QuickBooks Online and QuickBooks Desktop. Data entered in one system will show up in the other.
- [Try Method’s Interactive Product Demos](https://help.method.me/en/articles/13178124-try-method-s-interactive-product-demos.md): Interactive demos to help discover key features, learn common workflows, and see how different parts of the platform work together
- [Admin User Guide - Getting Started](https://help.method.me/en/articles/2402648-admin-user-guide-getting-started.md): Start here if you just signed up for Method!
- [New User Guide - Getting Started](https://help.method.me/en/articles/2403434-new-user-guide-getting-started.md): How to get started as a brand new user to Method.
- [The Method App Dashboard](https://help.method.me/en/articles/2441783-the-method-app-dashboard.md): Get to know the Method App Dashboard
- [Dashboard Insights](https://help.method.me/en/articles/6365043-dashboard-insights.md): View metrics and customize your own on the dashboard.
- [A First Look at Method](https://help.method.me/en/articles/12996651-a-first-look-at-method.md): Description of Home page tab functions available to Admins on login.
- [Review Your Installed Method Apps](https://help.method.me/en/articles/2402713-review-your-installed-method-apps.md): For Administrators, decide which apps are needed in your Method account.
- [Update Your Company Logo and Brand Color](https://help.method.me/en/articles/2403345-update-your-company-logo-and-brand-color.md): How to upload your company logo and change your brand color on your portal and emails.
- [How to enforce 2FA on your Method account.](https://help.method.me/en/articles/7179943-how-to-enforce-2fa-on-your-method-account.md): Enforce 2-factor Authentication for all users on your Method account.
- [Your User Profile](https://help.method.me/en/articles/2420854-your-user-profile.md): A look at your user preferences for all users.
- [Your Account Settings](https://help.method.me/en/articles/3092613-your-account-settings.md): An overview of account setting preferences for non-admin users.
- [Set up two-factor authentication for your Method login](https://help.method.me/en/articles/7182679-set-up-two-factor-authentication-for-your-method-login.md): How to set up 2FA when logging into Method.
- [Onboarding - Create a Lead](https://help.method.me/en/articles/2403457-onboarding-create-a-lead.md): To help you learn Method, let's create a lead.
- [Onboarding - Explore the App Ribbons](https://help.method.me/en/articles/9948438-onboarding-explore-the-app-ribbons.md): To help you learn Method, let's look at App Ribbons
- [Onboarding - Create an Activity](https://help.method.me/en/articles/2403706-onboarding-create-an-activity.md): To help you learn Method, let's create an activity.
- [Onboarding - Create an Estimate \(QuickBooks Online\)](https://help.method.me/en/articles/2403914-onboarding-create-an-estimate-quickbooks-online.md): To help you learn Method, let's create an Estimate for those on QuickBooks Online
- [Onboarding - Create an Estimate \(QuickBooks Desktop\)](https://help.method.me/en/articles/2417325-onboarding-create-an-estimate-quickbooks-desktop.md): To help you learn Method, let's create an Estimate for those on QuickBooks Desktop
- [Onboarding - Create an Opportunity](https://help.method.me/en/articles/2406154-onboarding-create-an-opportunity.md): To help you learn Method, let's create an Opportunity.

## Set Up Method

- [Supported Editions of QuickBooks](https://help.method.me/en/articles/2137281-supported-editions-of-quickbooks.md): With multiple versions, here are the regions and editions Method is compatible with.
- [Signing up for a new Method account when you have an existing Method account](https://help.method.me/en/articles/3142495-signing-up-for-a-new-method-account-when-you-have-an-existing-method-account.md): When you want to sign up for another Method account and use the same sign-in email as before.
- [Method Integration Engine Requirements](https://help.method.me/en/articles/2542747-method-integration-engine-requirements.md): For QuickBooks Desktop users, basic requirements for installing the Method Integration Engine.
- [How to connect Method with QuickBooks Desktop](https://help.method.me/en/articles/573931-how-to-connect-method-with-quickbooks-desktop.md): How to sync your Method account with QuickBooks Desktop
- [Syncing Additional Computers with QuickBooks](https://help.method.me/en/articles/2912688-syncing-additional-computers-with-quickbooks.md): Email to users instructions to setup sync on additional desktops
- [Intro to the Method Sync Engine](https://help.method.me/en/articles/8558000-intro-to-the-method-sync-engine.md): How to use the Method Sync Engine for QuickBooks Desktop
- [QuickBooks Desktop Sync Preferences](https://help.method.me/en/articles/573943-quickbooks-desktop-sync-preferences.md): Synchronization preferences and settings for QuickBooks Desktop
- [Method Sync in Detail](https://help.method.me/en/articles/2417775-method-sync-in-detail.md): More details on how Method syncs with QuickBooks Desktop.
- [Where Can I Find My Authorization Code?](https://help.method.me/en/articles/2417999-where-can-i-find-my-authorization-code.md): For those who have installed the Method Sync Engine.
- [How to check for updates on the Sync Engine?](https://help.method.me/en/articles/8053208-how-to-check-for-updates-on-the-sync-engine.md): Check for updates on the sync engine
- [Sync Engine Error](https://help.method.me/en/articles/9113434-sync-engine-error.md): The error when not logged in as an administrator.
- [How to connect Method with QuickBooks Online](https://help.method.me/en/articles/573934-how-to-connect-method-with-quickbooks-online.md): How to sync Method with QuickBooks Online
- [QuickBooks Online Sync Preferences](https://help.method.me/en/articles/1473076-quickbooks-online-sync-preferences.md): Synchronization preferences for QuickBooks Online
- [Sign in with Google](https://help.method.me/en/articles/2455824-sign-in-with-google.md): How to sign into your Method account with Google credentials.
- [Sign in with Intuit](https://help.method.me/en/articles/2455966-sign-in-with-intuit.md): How to sign in to Method with Intuit credentials.
- [Sign in with Microsoft](https://help.method.me/en/articles/5756613-sign-in-with-microsoft.md): How to sign in to Method with Microsoft credentials.
- [Sign in with SSO using Method Mobile](https://help.method.me/en/articles/8444042-sign-in-with-sso-using-method-mobile.md): Single 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 Facebook](https://help.method.me/en/articles/6554937-delete-your-method-data-from-facebook.md): How to remove Method from your Facebook account.
- [Company Account Settings](https://help.method.me/en/articles/2239592-company-account-settings.md): Changing the company account preferences.
- [Account Settings: Subscriptions](https://help.method.me/en/articles/3092707-account-settings-subscriptions.md): As an admin, change your Method subscriptions
- [Account Settings: Display](https://help.method.me/en/articles/3092998-account-settings-display.md): Admin users can change the display defaults for the platform.
- [Account Settings: Communication](https://help.method.me/en/articles/1505822-account-settings-communication.md): Setting up your email delivery server
- [Communication: SMS](https://help.method.me/en/articles/8645266-communication-sms.md): Configure the delivery of SMS from Method.
- [Account Settings: Notifications](https://help.method.me/en/articles/3093018-account-settings-notifications.md): As an admin, change the default notifications.
- [Account Settings: Portal](https://help.method.me/en/articles/3162072-account-settings-portal.md): Configuring the portal for contacts to sign into.
- [Account Settings: Portal - Test drive](https://help.method.me/en/articles/5280603-account-settings-portal-test-drive.md): View what the portal looks like as a specific contact
- [Account Settings: Portal - Settings](https://help.method.me/en/articles/3859989-account-settings-portal-settings.md): Details on the "Settings" section for the portal configuration.
- [Account Settings: Portal - Screens](https://help.method.me/en/articles/3860008-account-settings-portal-screens.md): Details on the "Screen" section for the portal configuration.
- [Account Settings: Portal - Navigation](https://help.method.me/en/articles/3860026-account-settings-portal-navigation.md): Edit the links and style of the navigation
- [Account Settings: App Routines](https://help.method.me/en/articles/5247642-account-settings-app-routines.md): Admin users can view and schedule app routines defined in their account.
- [Account Settings: Audit Trail](https://help.method.me/en/articles/3108030-account-settings-audit-trail.md): As an admin, review historical changes made to your Method account.
- [What Are Packs and Apps?](https://help.method.me/en/articles/2420545-what-are-packs-and-apps.md): Understanding our stock packs and the apps they contain.
- [Install Packs and Apps](https://help.method.me/en/articles/1480424-install-packs-and-apps.md): How to install new packs and apps in your Method account.
- [Unsubscribing from Packs and Apps](https://help.method.me/en/articles/1473262-unsubscribing-from-packs-and-apps.md): How to remove packs and apps from your Method account
- [Add New Users](https://help.method.me/en/articles/1480126-add-new-users.md): Invite new users to log into your Method account
- [Manage User Access Permissions](https://help.method.me/en/articles/1480344-manage-user-access-permissions.md): How to give roles, as well as access permissions to different apps.
- [Edit User Settings](https://help.method.me/en/articles/1510011-edit-user-settings.md): Editing a Method User
- [Restricting What Records Users See](https://help.method.me/en/articles/1528380-restricting-what-records-users-see.md): Configure Peer-to-peer access in Access Permissions to restrict or hide records from other users.
- [Making a User Inactive](https://help.method.me/en/articles/2565456-making-a-user-inactive.md): How to reduce the number of licenses in your account.
- [Communication: Email Settings](https://help.method.me/en/articles/8977177-communication-email-settings.md): Explaining Email Settings and Email senders in your Account Setttings.
- [Communication: View All Emails](https://help.method.me/en/articles/3093138-communication-view-all-emails.md): View all sent emails in Method and track open and click rates.
- [Communication: Authenticate your Domain](https://help.method.me/en/articles/8976874-communication-authenticate-your-domain.md): How to authenticate your domain to ensure optimal email deliverability.
- [Understanding Transactional vs. Marketing Emails](https://help.method.me/en/articles/10290245-understanding-transactional-vs-marketing-emails.md): Ensure better email deliverability, compliance, and a more positive experience for you and your recipients.
- [Gmail Server Settings](https://help.method.me/en/articles/1506842-gmail-server-settings.md): Email server settings for Gmail users
- [GoDaddy Server Settings](https://help.method.me/en/articles/1506876-godaddy-server-settings.md): Setting up GoDaddy as your email server
- [Add DNS Records to a GoDaddy Custom Domain](https://help.method.me/en/articles/9086157-add-dns-records-to-a-godaddy-custom-domain.md): How to add DNS Records to a GoDaddy Custom Domain
- [Yahoo! Server Settings](https://help.method.me/en/articles/1506879-yahoo-server-settings.md): Setting up Yahoo! as your email server
- [SendGrid Server Settings](https://help.method.me/en/articles/4550263-sendgrid-server-settings.md): Email server settings for those using SendGrid.
- [Microsoft Email Server Settings](https://help.method.me/en/articles/1506897-microsoft-email-server-settings.md): Using Microsoft as your email server.
- [Add DNS Records to a Cloudflare Custom Domain](https://help.method.me/en/articles/9150672-add-dns-records-to-a-cloudflare-custom-domain.md): How to add DNS Records to a Cloudflare Custom Domain
- [How to Add an Image to your Email Signature](https://help.method.me/en/articles/2243339-how-to-add-an-image-to-your-email-signature.md): Embedding an image for your email sig
- [Whitelisting IP Addresses for Email Delivery](https://help.method.me/en/articles/10925112-whitelisting-ip-addresses-for-email-delivery.md): Which IP addresses to whitelist to ensure email delivery.
- [Authenticate your Domain by configuring your DMARC](https://help.method.me/en/articles/11126188-authenticate-your-domain-by-configuring-your-dmarc.md): How to configure your MX, SPF, DKIM, and DMARC records for domain authentication.

## Integrations

- [Accessing Method Integrations](https://help.method.me/en/articles/2913419-accessing-method-integrations.md): Integrate Method with popular 3rd party services.
- [Sync Status](https://help.method.me/en/articles/11088250-sync-status.md): The different sync states for records that sync to your accounting software.
- [Method Zapier Integration](https://help.method.me/en/articles/2641214-method-zapier-integration.md): Connect Method to hundreds of other apps with Zapier
- [Method Zapier - Trigger Events](https://help.method.me/en/articles/3505267-method-zapier-trigger-events.md): A list of Method triggers available in Zapier
- [Method Zapier - List of Search Actions](https://help.method.me/en/articles/3505380-method-zapier-list-of-search-actions.md): A detailed look at the Method search actions available in Zapier.
- [Method Zapier - List of Create Actions](https://help.method.me/en/articles/3505279-method-zapier-list-of-create-actions.md): A detailed look at the Method create actions available in Zapier
- [Zapier: Add Method Activities for RingCentral Phone Calls](https://help.method.me/en/articles/3948236-zapier-add-method-activities-for-ringcentral-phone-calls.md): Using Zapier, you can automatically create activities for RingCentral phone calls
- [Zapier: Add Method activities for new RingCentral SMS text messages](https://help.method.me/en/articles/4342992-zapier-add-method-activities-for-new-ringcentral-sms-text-messages.md): Using Zapier, you can create an activity for new SMS text messages received or sent in RingCentral
- [Zapier: Add Method activities for labeled emails in Gmail](https://help.method.me/en/articles/4355720-zapier-add-method-activities-for-labeled-emails-in-gmail.md): Using Zapier, you can create an activity for emails you apply a label to in Gmail
- [Zapier: Add Slack Notifications for New Method Opportunities](https://help.method.me/en/articles/3972271-zapier-add-slack-notifications-for-new-method-opportunities.md): Using Zapier, you can create a notification in a Slack channel for new opportunities
- [Zapier Example: Create an Opportunity](https://help.method.me/en/articles/7189114-zapier-example-create-an-opportunity.md): Create an opportunity in Method via Zapier.
- [What are the Import and Export Tools?](https://help.method.me/en/articles/1551369-what-are-the-import-and-export-tools.md): How to access the tools that allow you to import and export your data
- [Important Terms](https://help.method.me/en/articles/2614081-important-terms.md): Method terms to understand
- [Giving Access to the Import and Export Tools](https://help.method.me/en/articles/1475875-giving-access-to-the-import-and-export-tools.md): How to get and grant access to the import and export tools
- [Import Templates](https://help.method.me/en/articles/1475618-import-templates.md): Templates to use when importing data into Method.
- [Importing a File into Method](https://help.method.me/en/articles/6235370-importing-a-file-into-method.md): How to import data into Method.
- [Importing Leads and Customers](https://help.method.me/en/articles/1473703-importing-leads-and-customers.md): Import a list of leads into your account
- [Creating an Import Template](https://help.method.me/en/articles/2620295-creating-an-import-template.md): Ensuring your template will import successfully
- [Importing Activities](https://help.method.me/en/articles/2626327-importing-activities.md): Details on how to properly import activities
- [Importing Opportunities](https://help.method.me/en/articles/2611482-importing-opportunities.md): Details on how to properly import opportunities.
- [Importing Multiple Contacts](https://help.method.me/en/articles/2559225-importing-multiple-contacts.md): Details on how to properly import multiple contacts for one customer.
- [Mass Update Data](https://help.method.me/en/articles/1502989-mass-update-data.md): Using the import tool to update records en masse.
- [Exporting data from Method](https://help.method.me/en/articles/6272589-exporting-data-from-method.md): How to export data out of Method
- [Exporting Leads](https://help.method.me/en/articles/1480246-exporting-leads.md): How to export customer leads from Method.
- [Using Filter with Script to Export](https://help.method.me/en/articles/1480316-using-filter-with-script-to-export.md): How to create a filter script for Filtering Options when exporting.
- [Mass Updating Tags for Contacts](https://help.method.me/en/articles/1526957-mass-updating-tags-for-contacts.md): Using the import/export tool to update tags
- [Getting the Outlook Email Gadget](https://help.method.me/en/articles/2250347-getting-the-outlook-email-gadget.md): How to install the Outlook Email Gadget
- [Using and Configuring the Outlook Email Gadget](https://help.method.me/en/articles/2250357-using-and-configuring-the-outlook-email-gadget.md): How to use and configure the Outlook Email Gadget
- [Apps in the Outlook Email Gadget](https://help.method.me/en/articles/2569070-apps-in-the-outlook-email-gadget.md)
- [Outlook Email Gadget FAQ](https://help.method.me/en/articles/2250413-outlook-email-gadget-faq.md)
- [Customizing the Outlook Email Gadget](https://help.method.me/en/articles/2565571-customizing-the-outlook-email-gadget.md): Information about how the Outlook Email Gadget
- [Connect Payment Gateways](https://help.method.me/en/articles/3833870-connect-payment-gateways.md): How to connect gateways to receive payments in Method.
- [Payment Gateway - View Transaction History](https://help.method.me/en/articles/11825725-payment-gateway-view-transaction-history.md): How to view your customer's payment history.
- [Disconnect a Payment Gateway](https://help.method.me/en/articles/6958291-disconnect-a-payment-gateway.md): How to remove a payment gateway after it has been connected.
- [Supported Payment Gateways](https://help.method.me/en/articles/3833892-supported-payment-gateways.md): Lists supported gateways by region
- [ACH vs E-checks](https://help.method.me/en/articles/8557313-ach-vs-e-checks.md): Understanding the difference between ACH, E-checks
- [Saving and Managing Credit Card Information](https://help.method.me/en/articles/3836219-saving-and-managing-credit-card-information.md): How to process a payment and save payment information
- [Upgrade your payment gateway integration](https://help.method.me/en/articles/5368263-upgrade-your-payment-gateway-integration.md): Why and how to upgrade your payment gateway integration
- [Connect Authorize.Net](https://help.method.me/en/articles/3475161-connect-authorize-net.md): How to connect Authorize.Net
- [Understanding VEEM Payment Gateway in Method](https://help.method.me/en/articles/11825540-understanding-veem-payment-gateway-in-method.md): How clients pay with VEEM in Method.
- [Installing Method:Sidebar for Gmail](https://help.method.me/en/articles/2559178-installing-method-sidebar-for-gmail.md): Setting up the Method:Sidebar for Gmail.
- [Using the Method:Sidebar for Gmail](https://help.method.me/en/articles/2247675-using-the-method-sidebar-for-gmail.md): Once you have the Method:Sidebar, access all the information you need from Method.
- [Method:Sidebar for Gmail Preferences](https://help.method.me/en/articles/2247727-method-sidebar-for-gmail-preferences.md): Setting up the defaults for Method:Sidebar for Gmail
- [Method:Sidebar FAQ](https://help.method.me/en/articles/2247665-method-sidebar-faq.md): Frequently asked questions for Method:Sidebar for Gmail
- [How Google Calendar sync works](https://help.method.me/en/articles/1510010-how-google-calendar-sync-works.md): Understanding the Google Calendar
- ["Content not available for this message" on Gmail Sidebar](https://help.method.me/en/articles/3143045-content-not-available-for-this-message-on-gmail-sidebar.md): For some emails when you will see a message saying "Content not available for this message"
- [How to Disconnect and Reconnect your Google Account from Method](https://help.method.me/en/articles/2554173-how-to-disconnect-and-reconnect-your-google-account-from-method.md): A common troubleshooting solution for issues connecting your Google account
- [Connecting Method to MailChimp](https://help.method.me/en/articles/1526908-connecting-method-to-mailchimp.md): Integrate Method with MailChimp
- [Troubleshooting MailChimp Integration](https://help.method.me/en/articles/1526926-troubleshooting-mailchimp-integration.md): Why are some contacts rejected when adding to a MailChimp audience?
- [How to Reconnect MailChimp and Method](https://help.method.me/en/articles/2524785-how-to-reconnect-mailchimp-and-method.md): Disconnecting and reconnecting MailChimp with Method.
- [Enabling MailChimp on customized screens](https://help.method.me/en/articles/1526933-enabling-mailchimp-on-customized-screens.md): If MailChimp doesn't show up on your Contacts list or any Method stock screen.
- [Set up Method on a cloud-hosted QuickBooks platform](https://help.method.me/en/articles/2456048-set-up-method-on-a-cloud-hosted-quickbooks-platform.md): How to set up Method to work on cloud-based platforms that host QuickBooks.
- [Rightworks FAQs](https://help.method.me/en/articles/2456073-rightworks-faqs.md): Frequently asked questions for using Method in Rightworks servers.
- [Setting up Method on InsynQ](https://help.method.me/en/articles/2456155-setting-up-method-on-insynq.md): How to set up Method to work with InsynQ
- [InsynQ FAQs](https://help.method.me/en/articles/2456197-insynq-faqs.md): Frequently asked questions for using Method with InsynQ
- [Using Method's API](https://help.method.me/en/articles/1527380-using-method-s-api.md): Allow external applications to integrate with Method
- [Customizing Method to Integrate with Slack](https://help.method.me/en/articles/2565613-customizing-method-to-integrate-with-slack.md): Using Call Web Service to have Method post to a Slack channel.

## Third-party Applications

- [SaaSphalt App Pack](https://help.method.me/en/articles/2528052-saasphalt-app-pack.md): Getting started with the SaaSphalt app package.

## Affiliate Programs

- [Partner Program Eligibility & Application](https://help.method.me/en/articles/2531672-partner-program-eligibility-application.md): How to become eligible for the Method Partner Program
- [Accessing Your Partner Portal](https://help.method.me/en/articles/2577038-accessing-your-partner-portal.md): This article contains info for existing Method Partners!
- [Method Partner Portal](https://help.method.me/en/articles/2531679-method-partner-portal.md): Understanding the Method Partner portal.
- [Discounted Partner Method Accounts](https://help.method.me/en/articles/2562481-discounted-partner-method-accounts.md): Discounted Method accounts are available to partners
- [How to share your Method:Partners certification on LinkedIn](https://help.method.me/en/articles/6402047-how-to-share-your-method-partners-certification-on-linkedin.md): Add a certification to your LinkedIn profile.
- [Update your Partner Listing](https://help.method.me/en/articles/6417990-update-your-partner-listing.md): Have your web listing appear on the Find a Method:Partners page.
- [Copy / Import Screen Tool \[Beta\]](https://help.method.me/en/articles/2703552-copy-import-screen-tool-beta.md): The copy / import screen tool is for our existing Method Partners only
- [Partner Challenges](https://help.method.me/en/articles/5880575-partner-challenges.md): How to submit a partner challenge entry.
- [QuickBooks Online Accountant FAQs](https://help.method.me/en/articles/2531658-quickbooks-online-accountant-faqs.md): Frequently asked questions about Method via QuickBooks Online Accountant.
- [Accountant Apps Program - Important Notice](https://help.method.me/en/articles/3221259-accountant-apps-program-important-notice.md): Intuit will no longer provide consolidated billing for your firm’s apps.
- [Adding Method for your Client](https://help.method.me/en/articles/2576843-adding-method-for-your-client.md): How to add Method for one of your existing clients in QuickBooks Online Accountant.
- [What is Method:Proposals?](https://help.method.me/en/articles/3657615-what-is-method-proposals.md): Automate your engagement letter process with Method:Proposals. Create a proposal within Method and sync transactions with QuickBooks.
- [Proposals App Preferences](https://help.method.me/en/articles/7833213-proposals-app-preferences.md): Preferences for the Proposals app.
- [Create a Proposal in the Proposals App](https://help.method.me/en/articles/3472413-create-a-proposal-in-the-proposals-app.md): Automate your engagement letter process.
- [View and Edit a Proposal](https://help.method.me/en/articles/3472739-view-and-edit-a-proposal.md): Managing your proposal after it's sent.
- [Editing your payment method for a Proposal](https://help.method.me/en/articles/8113876-editing-your-payment-method-for-a-proposal.md): How to change a proposal's payment method via your customer portal.
- [Create an Engagement Letter Template](https://help.method.me/en/articles/9977260-create-an-engagement-letter-template.md): How to create your own template for your engagement letters.

## Videos and Webinars

- [Getting Started Guide](https://help.method.me/en/articles/2977139-getting-started-guide.md): What articles to read when learning about Method.
- [List of Video Tutorials](https://help.method.me/en/articles/589699-list-of-video-tutorials.md): Video Tutorials

## Xero

- [Getting Started with Method and Xero](https://help.method.me/en/articles/5949350-getting-started-with-method-and-xero.md): How to sign up for Method with your Xero account.
- [Information on Method's Sync with Xero](https://help.method.me/en/articles/5948841-information-on-method-s-sync-with-xero.md): What Method syncs with Xero and the limitations.
- [Contacts in Method vs Contacts in Xero](https://help.method.me/en/articles/5952015-contacts-in-method-vs-contacts-in-xero.md): How Method handles contacts, customers, and suppliers from Xero.
- [Create a Lead \(Xero\)](https://help.method.me/en/articles/5951828-create-a-lead-xero.md): For Xero users, learn how to create a lead in Method.
- [Create an Activity \(Xero\)](https://help.method.me/en/articles/5952965-create-an-activity-xero.md): Create an activity with a contact.
- [Create an Estimate \(Xero\)](https://help.method.me/en/articles/5970837-create-an-estimate-xero.md): To help you learn Method, let's create a Quote for those on Xero
- [Create an Invoice from an Estimate \(Xero\)](https://help.method.me/en/articles/5970991-create-an-invoice-from-an-estimate-xero.md): For Xero account users, how to create an estimate into an invoice in Method.
- [Receive a Payment \(Xero\)](https://help.method.me/en/articles/6173473-receive-a-payment-xero.md): Pay an invoice in Method.
- [Supported Tables for Xero](https://help.method.me/en/articles/9204558-supported-tables-for-xero.md): What tables sync and do not sync between Xero and Method?