{"id":11459,"date":"2019-09-26T17:05:49","date_gmt":"2019-09-26T21:05:49","guid":{"rendered":"https:\/\/www.method.me\/?page_id=11459"},"modified":"2025-12-06T14:56:18","modified_gmt":"2025-12-06T19:56:18","slug":"quickbooks-sync-faq","status":"publish","type":"page","link":"https:\/\/www.method.me\/crm-quickbooks\/quickbooks-sync-faq\/","title":{"rendered":"QuickBooks Sync FAQ"},"content":{"rendered":"\n<div class=\"wp-block-group alignfull m-section m-bg-grey is-layout-constrained wp-container-core-group-is-layout-0969ed4c wp-block-group-is-layout-constrained\"><div class=\"wp-block-group__inner-container\">\n<h1 class=\"wp-block-heading has-text-align-center\" id=\"h-quickbooks-sync-faq\">QuickBooks sync FAQ<\/h1>\n\n\n\n<p class=\"has-text-align-center m-subtext-h1 wp-block-paragraph\">Answers to (almost) all your technical questions about Method\u2019s QuickBooks integration.<\/p>\n\n\n\n<p class=\"has-text-align-center m-subtext-h1 wp-block-paragraph\">Want to know more? Send us a message!<\/p>\n\n\n\n<div class=\"wp-block-group m-justified-center is-layout-constrained wp-block-group-is-layout-constrained\"><div class=\"wp-block-group__inner-container\">\n<div id=\"chat-button\" class=\"m-button m-button-attr-large\"><a role=\"button\" href=\"#\">Chat with us<\/a><\/div><script>document.addEventListener(\"DOMContentLoaded\", function(event) {jQuery('#chat-button a').click(function(){ return Intercom('showNewMessage'); }); });<\/script>\n<\/div><\/div>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-group alignfull m-section m-width-fixed is-layout-constrained wp-container-core-group-is-layout-0969ed4c wp-block-group-is-layout-constrained\"><div class=\"wp-block-group__inner-container\">\n<h5 id=\"q-does-my-business-need-to-use-quickbooks-in-order-to-use-method\" class=\"wp-block-heading\"><strong>Q<\/strong>: Does my business need to use QuickBooks in order to use Method?<\/h5>\n\n\n\n<p class=\"wp-block-paragraph\">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.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity is-style-default\"\/>\n\n\n\n<h5 id=\"q-which-quickbooks-regions-does-method-support\" class=\"wp-block-heading\"><strong>Q<\/strong>: Which QuickBooks regions does Method support?<\/h5>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www.method.me\/\">Method <\/a>supports the following QuickBooks Online regions: USA, Canada, UK, Australia, India, and Global. For QuickBooks Desktop, US Pro, Premier, and Enterprise are supported. For more supported\u00a0 QuickBooks Desktop regions\u00a0<a href=\"https:\/\/help.method.me\/en\/articles\/2137281-supported-editions-of-quickbooks\" target=\"_blank\" rel=\"noreferrer noopener\">visit this article<\/a>.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity is-style-default\"\/>\n\n\n\n<h5 id=\"q-can-i-try-method-in-a-test-environment\" class=\"wp-block-heading\"><strong>Q<\/strong>: Can I try Method in a test environment?<\/h5>\n\n\n\n<p class=\"wp-block-paragraph\">Sorry, we don\u2019t have a test environment available. If you\u2019re not ready to sync your QuickBooks data, we recommend&nbsp;<a href=\"https:\/\/grow.method.me\/request-demo\/\" target=\"_blank\" rel=\"noreferrer noopener\">watching a demo<\/a>&nbsp;to see Method in action.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity is-style-default\"\/>\n\n\n\n<h5 id=\"q-do-i-need-to-manually-import-my-quickbooks-data-into-method\" class=\"wp-block-heading\"><strong>Q<\/strong>: Do I need to manually import my QuickBooks data into Method?<\/h5>\n\n\n\n<p class=\"wp-block-paragraph\">Thankfully, no! Simply sign up for your&nbsp;<a href=\"https:\/\/signup.method.me\/methodcrm\">free trial<\/a>&nbsp;of Method, connect to QuickBooks, and watch your data stream into Method automatically. The whole process usually takes 15-30 minutes.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity is-style-default\"\/>\n\n\n\n<h5 id=\"q-my-quickbooks-desktop-file-is-hosted-on-right-networks-can-i-use-method\" class=\"wp-block-heading\"><strong>Q<\/strong>: My QuickBooks Desktop file is hosted on Right Networks. Can I use Method?<\/h5>\n\n\n\n<p class=\"wp-block-paragraph\">Yes! Follow&nbsp;<a href=\"https:\/\/help.method.me\/integrations\/right-networks\/setting-up-method-on-right-networks\" target=\"_blank\" rel=\"noreferrer noopener\">these steps<\/a>&nbsp;to get started.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity is-style-default\"\/>\n\n\n\n<h5 id=\"q-what-syncs-between-method-and-quickbooks\" class=\"wp-block-heading\"><strong>Q<\/strong>: What syncs between Method and QuickBooks?<\/h5>\n\n\n\n<p class=\"wp-block-paragraph\">The following data syncs both ways between Method and QuickBooks.&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\"><em><strong>Contacts&nbsp;<\/strong><\/em>\u2013 Customers, Employees, Vendors<\/li>\n\n\n\n<li class=\"\"><em><strong>Sales Transactions&nbsp;<\/strong><\/em>\u2013 Estimates, Invoices, Sales Orders*, Sales Receipts<\/li>\n\n\n\n<li class=\"\"><em><strong>Vendor Transactions&nbsp;<\/strong><\/em>\u2013 Bills, Bill Payments*, Item Receipts*, Purchase Orders<\/li>\n\n\n\n<li class=\"\"><em><strong>Payments&nbsp;<\/strong><\/em>\u2013 Currency, Deposit, Payment Method, Price Levels*<\/li>\n\n\n\n<li class=\"\"><em><strong>Lists&nbsp;<\/strong><\/em>\u2013&nbsp; Accounts, Classes, Departments, Items, Sales Reps*, Terms<\/li>\n\n\n\n<li class=\"\"><em><strong>Time Tracking*&nbsp;<\/strong><\/em>\u2013 Class*, Customer Job*, Name*, Activity*<\/li>\n<\/ul>\n\n\n\n<p class=\"m-text-small wp-block-paragraph\"><em>*Only supported for QuickBooks Desktop versions (Enterprise, Pro, Premier).<\/em><\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity is-style-default\"\/>\n\n\n\n<h5 id=\"q-how-often-does-the-sync-between-method-and-quickbooks-run\" class=\"wp-block-heading\"><strong>Q<\/strong>: How often does the sync between Method and QuickBooks run?<\/h5>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www.method.me\/\">Method <\/a>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.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity is-style-default\"\/>\n\n\n\n<h5 id=\"q-can-i-connect-multiple-quickbooks-accounts-to-one-method-account\" class=\"wp-block-heading\"><strong>Q<\/strong>: Can I connect multiple QuickBooks accounts to one Method account?<\/h5>\n\n\n\n<p class=\"wp-block-paragraph\">No, each Method account can only be connected to one QuickBooks account.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity is-style-default\"\/>\n\n\n\n<h5 id=\"q-do-the-users-in-my-method-account-need-to-be-quickbooks-users\" class=\"wp-block-heading\"><strong>Q<\/strong>: Do the users in my Method account need to be QuickBooks users?<\/h5>\n\n\n\n<p class=\"wp-block-paragraph\">Nope! User permissions in Method are separate from those in QuickBooks. In fact, that\u2019s one of the great things about Method. If you have employees who need to access specific data in QuickBooks \u2014&nbsp;but you don\u2019t want them&nbsp;<em>in<\/em>&nbsp;QuickBooks \u2014 you can add them as Method users instead.<\/p>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-group m-section m-bluebanner is-layout-flow wp-block-group-is-layout-flow\"><div class=\"wp-block-group__inner-container\">\n<h2 class=\"wp-block-heading has-text-align-center\" id=\"h-simplify-your-business-with-method\">Simplify your business with Method<\/h2>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">Start your free trial \u2014 no credit card, no contract.<\/p>\n\n\n\n<div class=\"wp-block-buttons m-justified-center is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-3e41869c wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button m-button m-button-attr-white\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/signup.method.me\/methodcrm\">Try for free<\/a><\/div>\n\n\n\n<div class=\"wp-block-button m-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/grow.method.me\/demo\/?SOURCE=QBCRMpage\">Book a demo<\/a><\/div>\n<\/div>\n<\/div><\/div>\n","protected":false},"excerpt":{"rendered":"<p>QuickBooks sync FAQ Answers to (almost) all your technical questions about Method\u2019s QuickBooks integration. Want to know more? Send us a message! Q: Does my business need to use QuickBooks in order to use Method? Yes, Method is designed to be used with QuickBooks. In order to set up a Method account, you will need [&hellip;]<\/p>\n","protected":false},"author":24,"featured_media":0,"parent":10729,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"inline_featured_image":false,"site-sidebar-layout":"no-sidebar","site-content-layout":"page-builder","ast-site-content-layout":"full-width-container","site-content-style":"unboxed","site-sidebar-style":"unboxed","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"disabled","ast-breadcrumbs-content":"","ast-featured-img":"disabled","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"wf_page_folders":[1978],"class_list":["post-11459","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.5 (Yoast SEO v27.5) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>QuickBooks Sync FAQ &#8212; 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