QuickBooks sync FAQ

Answers to (almost) all your technical questions about Method’s QuickBooks integration.

 

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Yes, Method is designed to be used with QuickBooks. In order to set up a Method account, you will need to connect to a QuickBooks Desktop file or QuickBooks Online account.

Sorry, we don’t have a test environment available. If you’re not ready to sync your QuickBooks data, we recommend watching a demo to see Method in action.

Thankfully, no! Simply sign up for your free trial of Method, connect to QuickBooks, and watch your data stream into Method automatically. The whole process usually takes 15-30 minutes.

The following data syncs both ways between Method and QuickBooks.

*Starred items are only supported for QuickBooks Desktop versions (Enterprise, Pro, Premier).

Contacts

  • Customers
  • Employees
  • Vendors

Sales Transactions

  • Estimates
  • Invoices
  • Sales Orders*
  • Sales Receipts

Vendor Transactions

  • Bills
  • Bill Payments*
  • Item Receipts*
  • Purchase Orders

Payments

  • Currency
  • Deposit
  • Payment Method
  • Price Levels*

Lists

  • Accounts
  • Classes
  • Departments
  • Items
  • Sales Reps*
  • Terms

Time Tracking*

  • Class*
  • Customer Job*
  • Name*
  • Activity*

Method has a real-time, two-way sync with QuickBooks. When a user adds or edits a QuickBooks-related record in Method (e.g. adding a customer; updating an invoice), the change automatically syncs to QuickBooks. The same is true when a user adds or edits a Method-supported record in QuickBooks.

No, each Method account can only be connected to one QuickBooks account.

Nope! User permissions in Method are separate from those in QuickBooks. In fact, that’s one of the great things about Method. If you have employees who need to access specific data in QuickBooks — but you don’t want them in QuickBooks — you can add them as Method users instead.

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