Method FAQ

Commonly asked questions about Method:CRM
  1. How to enable MethodSupport user

    The MethodSupport User is a specialized user you can add that allows our support team direct access to your Method...

  2. Cancelling your Method account

    The following steps will show you how to cancel your Method account. The way to go about cancelling depends...

  3. Prepay Plan

    Prepay is a payment option that gives Method customers the option to pay for 12 months of Method up...

  4. Email Signatures Do not Show in Emails

    Email signatures are defined in the Profile Preferences for each Method User. Updating An Email Template In many cases,...

  5. Uninstalling the Method Sync Engine

    The following article will show you how to uninstall the Method Sync Engine if you need to reinstall or...

  6. Using Method on Mac

    There is a common misconception that Method cannot work on a Mac. This is not exactly true. Method is...

  7. Supported tables for QuickBooks Desktop

    Method CRM’s patented sync engine accesses information from QuickBooks Desktop via Intuit’s Software Development Kit (SDK).  However, Intuit does...

  8. Supported tables for QuickBooks Online

    Method CRM accesses information from QuickBooks Online via Intuit’s Partner Platform (IPP).  However, Intuit does not allow access to...

  9. Can I convert my account for QuickBooks Desktop to QuickBooks Online?

    This article explains why you cannot convert a Method Desktop account to a Method for QuickBooks Online account.

  10. What is Wait for approval before syncing?

    Within Method:CRM, all QuickBooks transactions apps (Estimates, Invoices, Sales Orders, Sales Receipts, etc.) have a checkbox called Wait for...

  11. How to change login email

    To change your login email, you will need to do so from the preferences page.  Note: You cannot change...

  12. Syncing with QuickBooks Custom Fields

    You can create custom fields within QuickBooks itself, and these custom fields will sync over to Method, however, some...

  13. How do I find my Company Account?

    There are a few times where you will need to know your company account name with Method. If you...

Can’t find what you’re looking for?

Contact Us