Switching to Intuit Anywhere

Step 1

1. Sign into Method CRM via QuickBooks Online like you normally do.
2. In to the top right you will see your User Name.
3. Click on your User Name.  You’ll see “Sign out of {Company Account}”.  This is your Company Account.
    
4. In Method go to Customize > Users. 
5. Edit your User, and change the Password to something you remember.
6. Using your Company Account, User Name and Password, try signing into Method directly via https://www.methodintegration.com/method/login.aspx.

1. Go to https://www.methodintegration.com/testipp/ConnectIA.aspx.
    
2. Click the Connect to QuickBooks button.
    
3. Follow the on screen steps to authorize Method CRM to access your QB Online account using Intuit Anywhere.
    
4. You’ll be then taken to a screen where you’ll do your first sync with Intuit Anywhere.
    
5. When the sync is complete, close the browser window.
    
6. Sign into Method again directly via https://www.methodintegration.com/method/login.aspx
7. This time you’ll see the blue dot widget in the top right, where you can access your other Intuit apps.
    

1. Go to http://workplace.intuit.com.
2. Sign In.
3. Click the Manage App Subscriptions tab.
    
4. Click Cancel Subscription next to Method CRM (not Method CRM IA).
    
5. Click Yes.
6. Click OK.