Create a customer

The following steps will show you how to create a customer in Method's Contacts App.

  1. From your Method dashboard, click New on the Contacts App or click New Contact from your Contacts List. This opens a New Contact screen.
  2. Make sure the Customer option is selected under type of contact you wish to add. 

Filling out the rest of the details should be intuitive, however, there are a few fields we can clarify.

  1. Name as it will show up in QuickBooks: If and when this lead is converted, this will be the name it shows up under when looking through your customer list.
  2. Assigned To (Internal Rep) (QuickBooks Online only): Method User the lead will be assigned to.
  3. Sales Rep (QuickBooks Desktop only): This is the Sales Rep the lead will be assigned to. 
  4. Job / Sub-customer of: To find out more information, please see our article on Customer Jobs and Sub-Customers.
  5. Tags: Add tags to this contact if desired.
  6. Campaign: if the lead came in as a result of a marketing campaign.
  7. If you don’t want this contact to receive marketing emails, or billing notifications, select Opt out of marketing and/or Opt out of billing.
    When these boxes are checked, the Email Campaigns App automatically excludes this contact from being emailed this kind of info.
  8. Click Save to save the contact and customer lead, or Save & New to save and clear the fields.

You've successfully created a new lead with an associated contact, which can now be found in the Contacts List.


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