Method Community



February 2009 - Posts

  • QuickBooks Remote Access made EASY

    QuickBooks Remote Access using Method IntegrationAre you an accountant that needs fast and easy access to your client’s QuickBooks company file?  If so, this blog entry is right up your alley!

    Back in November, the Method team was at the Sleeter Conference in Phoenix, Arizona.  I am missing Phoenix right now, especially with our -15C (5F) temperatures Paradise…..never mind, there I go off topic.  Anyways, part of the trip entailed me doing a presentation in front of a “small” (I am being sarcastic) group of Sleeter members.  After the presentation, I sat down with nearly 25 Sleeter members, over the course of 2 hours.  They were telling me how they loved the presentation about Method and I received feedback as to how we can make our process even better for accountants.  Here were the main points I was hearing:

    #1 - I want to host the QuickBooks file.  I don’t want my client to host it!

    #2 - I want to limit the access. I give them to this file so they don’t put entries into areas they shouldn’t be in.

    #3 - I don’t want to pay for this!  I want my client to pay for the subscription.

    I thought to myself, now why in the world would an accountant want to host the file, and not the other way around. And that’s when the feedback from the group really kicked in.

    In most cases, the accountant is really the one who needs to host the QuickBooks file, not the client.  The client and their staff normally enter in sales receipts, invoices, bills, checks, makes PO’s or maybe just add new customers and vendors.  The advanced QuickBooks functions are usually done by the accountant anyway; hence the reason the accountant needs access to the QuickBooks file.  The main reason why the QuickBooks company file usually resides at the office is because this is the only way other QuickBooks users can access the needed data in QuickBooks.  This isn’t the case anymore.

    With Method, the accountant would actually purchase the license of QuickBooks (or transfer it from its existing location) and host the company file at their office.  This ensures that the accountant has access to the QuickBooks file at all times  This prevents accountants from having to make actual visits to the client’s office, or using a remote connection (like WebEx or LogMeIn), or borrowing and returning copies of the QuickBooks file from the client.  Those scenarios make me cringe! Tongue Tied

    So what about the users at the office?  They would enter in all their information into Method which would update the QuickBooks file REAL TIME!  The accountant can be working away in the QuickBooks file and everyone at the client’s office can be working away so no loss in productivity.  If the accountant happens to have QuickBooks closed, it doesn’t matter.  The next time they launch the QuickBooks database, it will be automatically updated with the new information.  It gets even better; installation at the client’s workstation locations is easy.  Load your web browser such as Internet Explorer or Firefox, go to the website and login with your Company Account, Username and Password.  That’s it.  No need to install any software.  This means if you need to get another workstation up and running, you can do so in no time. 

    Now as an accountant, you told us that you want your client paying for their Method subscription.  So how do you sign them up for an account yet have them pay for it?  Well you use the new accountant invitation process of course.  Below is a visual representation of the process.

    QuickBooks Remote Access for Accountants

    Steps for signing up a client:

    1. Visit
    2. Click Editions at the top of the screen.
    3. Choose the Method Edition you would like to sign up for your client.  For example, Method Starter Edition.
    4. Under “Pricing” and “Accountants & Bookkeeping services” click send them and invitation.
    5. Fill in “Step 1” with your, the accountant’s, contact information.
    6. Fill in “Step 2” with your client’s contact information.
    7. Fill in “Step 3” with which default screens and sections you would like your client to see.  Remember, these can always be changed later on. Yes, this means that you, the accountant, can limit which areas of Method, and therefore QuickBooks data, you want to give access to!
    8. Click Sign Up.
    9. Your client will now receive an email, with a link requesting that they confirm their contact information and enter in their payment information.  They will also get a chance to choose a username and password.
    10. Once they confirm this information, you, the accountant, will receive a confirmation email with your administrator user name and passwords, and the steps needed to sync Method with QuickBooks.
    11. Your client will have been sent a separate email with their non-administrator user name and passwords, and instructions on how to login.

    This process saves you from having to collect the monthly subscription fee from your client and ensures that the installation of Method is done correctly.

    It really is a sweet process and is a perfect example of how feedback can help everyone out.

    As always, I'd love to hear your feedback, comments as suggestions.


    Danny Do Couto
    Method Integration

    View Danny Do Couto's profile on LinkedIn

  • Method App Library – Now Open

    Welcome to the Method Application LibraryI’ve never been one to spend time at the library.  No offence to anyone who does that for their past-time.Geeked  The library I’m about to talk about, I can handle.  I am thrilled to announce that the much anticipated launch of the Method App Library is finally here.  So why is this so exciting?  Well you’ll have to read on to find out of course. 

    Picture the Method App Library being……well, a library, filled with specialized, industry-specific apps that are created by our team and 3rd Party Developers.  The idea is that eventually there will be an app that meets the fundamental needs of nearly every major market segment, all under one roof.  No need to go looking anywhere else when your business needs change or grow.  See now you know why I was so excited to tell you about this.

    The Method Application Library is broken into 2 core areas:

    Base Method Editions

    Includes the Method Starter, Method CRM and Method Full Blown Edition.  Future editions to be released, in no specific order are:

    • Method Agriculture
    • Method Automotive
    • Method Construction
    • Method Education
    • Method Field Services
    • Method Healthcare
    • Method Manufacturing
    • Method Non-Profit
    • Method Professional Services
    • Method Property Management
    • Method Real Estate
    • Method Retail
    • Method Software Business
    • Method Studios
    • Method Wholesale/Distribution

    Specialized Apps

    These are industry apps that are tailored to very specialized needs.  These apps will be made up primarily of 3rd party developer apps.  You can choose to add 1 of these apps or several of these apps to your account and use them in conjunction with your existing apps. 

    The “Learn More” link on each app provides a detailed overview of the app including pricing information.  You can also read up on reviews and ratings from current and previous users and contact get information for the developer.  Soon you’ll be able to see screen shots for each app, plus view movies to help make your decision a little easier. 

    Worried about it being complicated to install an app?  Don’t be.  If you’ve ever talked to an iPhone user, you’ll know that installing an app is as easy as visiting the App Store and after hitting “Install”, the new app is installed.  I have an iPhone and have several non-computer-literate friends who own them and they all did it the first time. 

    My Account inside your Method Account

    Clicking the “My Account” link in your Method Account will bring you to a page similar to what you see in the Method App Library.  Simply click the “add this app now!” button and that’s it.  Your app is now installed.  Just as easy as installing your iPhone app, told you not to worry.

    Stay tuned to our blog for news on new apps being released shortly! Smile

    Danny Do Couto
    Method Integration

    View Danny Do Couto's profile on LinkedIn

  • Method is Scaling New Heights

    Social networking works!Social networking is an imperative and extremely powerful tool in today’s business.  December’s issue of Baseline Magazine ranked “Social Networking” #6 for “Top 10 Trends in IT for 2009”.  I wasn’t surprised to see that “Software as a Service (SaaS)” came in at #1.  If you haven’t taken advantage of social networking tools to keep in touch with other business contacts and partners, you should!  If you’re already a Method user, well you’re ahead of the game and are already using a SaaS product, nicely done!

    Case in point – I have been actively using my LinkedIn account to touch base with other consultants, QuickBooks ProAdvisors, QuickBooks Intuit Solution Providers (ISP’s) and other SaaS users.  It really is amazing how many people you can meet and how quickly your connections can add up. 

    In mid-January, through a common group on LinkedIn, I came across a posting by Joe Woodard regarding a conference for accounting professionals, QuickBooks ProAdvisors and Intuit Solution Providers (ISP’s).  I connected with Joe and we found out that we both had attended the QuickBooks Enterprise Solutions Conference in September but managed to somehow miss each other.  We started to discuss Method and how it might help to solve some of his clients’ business needs.  Joe and I were so excited about working together that he invited me to attend his “Scaling New Heights” conference being held in Atlanta, GA in May, 2009.  Had it not been for LinkedIn, Joe and I may have never met. 

    Joe has invited me to lead a webinar on Method as part of his webinar series to promote the Scaling New Heights Conference.  The best part is, the webinars are free! Yes  Free is always nice, especially in times like these.

    To find out more about the “Scaling New Heights” conference, click the link below:

    To participate in the upcoming webinar, click the link below:

    I’m very excited about visiting Atlanta in May for this conference.  I may be learning a thing or two from Joe after attending some of his classes. 

    Happy networking =)

    Danny Do Couto
    Method Integration

    View Danny Do Couto's profile on LinkedIn