With that in mind, we’re excited to announce the release of a new Method Sync Engine for QuickBooks Desktop users. The new Sync Engine is available as of September 27, 2018. It offers an improved onboarding experience for new Method users, plus an improved sync experience for existing users — good news all around!

How Can I Get the New Sync Engine?

All QuickBooks Desktop Method accounts created on or after August 30, 2018 will automatically use the new Sync Engine. No further action is required for these accounts.

For QuickBooks Desktop Method accounts created prior to August 30, 2018, you’ll have to uninstall your existing sync engine and install the new sync engine. Your Method and QuickBooks data will not be affected by this process.

Note: After September 30th, 2024, Intuit will no longer sell QuickBooks Desktop (except Enterprise versions) to new U.S. subscribers. If you’re currently using QuickBooks Desktop, this will have no impact on your experience. Method’s integration with QuickBooks Desktop will also remain unaffected.

What Has Changed in the New Sync Engine?

An overview of the new Method Sync Engine is provided below. For more information, see the full release notes here.

• A new pop-up screen has been added to improve the user experience during the initial setup of the Sync Engine [for new Method accounts only].

• During the initial sync, QuickBooks data from the past 180 days (instead of 31 days) will be synced to Method [for new Method accounts only].
• The Sync Engine will display a more detailed sync status, including a timestamp of sync completion.
• A new pop-up screen offers the ability to queue a sync while a sync is already in progress.

• Users can now access the Method Help Center directly from the sync engine.

• And the biggest improvement of all: Method no longer archives your transactions! This means that regardless of what you set your sync date range to be, Method will no longer remove transactions that fall outside this range. So go ahead and set your sync to the last 7 days — you’ll keep your historical transactions in Method, and your full syncs will finish in a fraction of the time.

And that just about covers it! For existing users: we hope the new Sync Engine makes your Method experience even better. And for those who aren’t yet users, but like the sound of a QuickBooks-integrated CRM: sign up for your free trial here.

Happy syncing!

The post New! An Improved Method Sync Engine for QuickBooks Desktop appeared first on Method.

Question: When we sign up for a Method CRM trial, are our existing QuickBooks customers automatically loaded in?

Answer: Yes.

Method CRM has a two-way, real time sync with QuickBooks. Virtually everything syncs back and forth, including customers, vendors, employees, invoices, sales orders, items (products & services), purchase orders, bills, and much more. Using Method CRM ensures you only enter data once.

Question: Will Estimates, Sales Orders, Invoices all sync over to QuickBooks?

Answer: Yes.

Yes, the following transactions will sync over: Estimates, Sales Orders, Invoices, Sales Receipts, and Payments. You can access the transactions with the Sales Transactions Pack. If you add the Purchase Transactions Pack, you will also have access to the Purchase Orders and Bills.

Question: Do we have to sync our QuickBooks data with Method? Is Method secure?

Answer: Yes.

For those worried about syncing your information with Method, we take security seriously. Method is hosted on Amazon Web Services, and they are built to meet the requirements of the most security-sensitive organizations.

Furthermore, when you cancel your account, your data will be automatically deleted within 30 days.

Question: If I create a user in Method, does that user need to have QuickBooks for the sync to work?

Answer: No!

One of the benefits of Method is that everyone has access to view and create QuickBooks transactions without requiring direct access to QuickBooks. When a user signs into Method, they can create an invoice, an estimate, and, in fact, any transaction they want and it immediately syncs to QuickBooks. The Method user does not need to have a QuickBooks Online account nor QuickBooks on their computer in order for this sync to occur.

Question: Are all items in QuickBooks synced over to Method CRM so that we can include them in our transactions?

Answer: Yes.

Items can also be referred to as Inventory, or Products & Services, and yes, these items sync with Method.

When it comes to Advanced Inventory, Method syncs with a portion of the Advanced Inventory features. Please be aware that customization will be required to implement these features on your Method screens. For more information, please see our article on Syncing with QuickBooks Advanced Inventory.

About Method CRM

Method CRM is a customer management platform that empowers businesses to thrive by streamlining operations and growing sales. Unlike other CRMs, Method’s two-way, real-time sync with QuickBooks consolidates contacts, leads and financial history, providing a complete 360° view of every customer and lead.

Rated the #1 CRM by QuickBooks users, Method’s customization engine allows users to create their optimal workflows to streamline operations.

The post Your Top 5 QuickBooks Sync Questions Answered appeared first on Method.