Method Community



March 2014 - Posts

  • Importing Multiple Contacts into Method:CRM [Tutorial Video]

    Hello and Welcome to Method:CRM blog post by Errol!

    You may remember back in January when Ben wrote a blog post about Importing Customers and Contacts into Method:CRM.
    We decided that we would take that one step further and create a video for you!

    However, in this video, we’ve made a slight change. We don’t cover how to import Customers, because we have a whole video series on Importing Customers and Customer Leads.

    Instead, we talk about importing Contacts, and in particular, when you have more than one contact for a Customer!


    Import all the Contacts!

    And that’s it from me, which is surprising because you know how long I can talk for. However, if you are looking for more videos on how to use Method:CRM, remember to check out our Help Center where we have listed out all my videos. It spans for pages. That’s a lot of videos!


    We sure have a lot of videos...

    Thanks for reading, and I hope you have a great day!

    Bye Bye!

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  • Update to Method's QuickBooks Desktop Sync Engine


    Greetings Methoders!


    The new version of our QuickBooks Desktop Sync Engine is now out of beta, and we wanted to give you the rundown about why an update was needed, what this means, and how to make sure you have an updated sync engine.


    Why a new sync engine?
    • QuickBooks Desktop requires us to renew/update our QuickBooks application certificate every two years and we were due for an update.  

    • The certificate is needed for Method to integrate with QuickBooks Desktop via the Software Development Kit (SDK), and it identifies us as the creator of the Method Integration Engine (which we’re very proud of!)  

    What this means, and why this is great for Method users
    • The new sync engine runs faster and lighter – it uses QBXML rather than QBFC, which means faster download and execution.

    • You’ll need to download a New Application Certificate, called “Method Integration Engine 2014 for use with QuickBooks”.  This will replace your original application certificate and allow you to take advantage of the improved functionality!

    • For example, in cases where generating a report takes a very long time, a separate web service will be leveraged to improve response time.  That means less report lag and improved performance!

    • The new functionality includes integration with QuickBooks Enterprise Advanced Inventory (which means you’ll have access to Lot numbers, Serial Numbers, and Locations).

    • It also features improved User Interface and integration with both QB 2013 and QB 2014 fields!


     What You Should Expect 

    • The main QuickBooks Administrator for your company needs to update the sync engine when prompted (since s/he is the only person with the authority to do so within the system).
    • The Method Sync Engine Certificate is like a permission slip that allows Method to access and mirror the information in your QuickBooks file.  Because our new Sync Engine Certificate has the new name “Method Integration Engine 2014 for use with QuickBooks”, QuickBooks sees it as a new application and needs you to permit Method access to sync.


     Steps to Update Your QuickBooks Desktop Sync Engine


    1. Login to QuickBooks Desktop as the Main Administrator in Single User-Mode. Other staff can remain on Method during this time and their work will sync over to QuickBooks once the certificate has been updated by the Main Admin.  If your staff need to be logged on to QuickBooks Desktop during the day, we recommend performing this update during after-hours so it does not interrupt their work day.
    1. When you’re logged in as Main Administrator, accept the update that pops up.

    1. Run a full Method:CRM sync so that all staff are operating within QuickBooks Desktop with updated changes.

    1. If you were on the beta of this engine, which was delivered via an installable .MSI file (rather than an automatic update), we encourage you to uninstall it and use the regular download from the QuickBooks tab.



    If you have any questions or concerns, please reach out to our Method Community Support team - they’re always happy to help :)


    Toll-free: 1.888.925.6238
    Local and overseas: 1.416.847.0400


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  • 5 Lies You Hear About Social Media Marketing for Small Businesses


    Good day Method users!  

    Once again it’s Alex, your friendly neighbourhood documentation man-about-town, stepping out from behind the editorial desk to bring you some food for thought for your small business.  

    I’ve talked before about how companies leverage their social media platforms into leads and customers, and since it’s a pet topic of mine I’m going to address the wide world of the World Wide Web once again today.  

    There’s a lot of misinformation that gets spread around about what social media is and isn’t, and more importantly, what it can and can’t do.  My years in advertising taught me how to avoid many of these pitfalls, so I am passing the savings on to you.  

    Behold: the 5 lies you’ve been told about social media marketing, and better advice from yours truly!


    A great deal is made of the “organic” nature of social media interaction, and some self-proclaimed gurus will tell you that your marketing plan should be equally organic (also known as “not planned out in advance”).

    To plan a campaign is seen in some circles as cynical, and a misappropriation of the medium.  Not so!  

    While it’s true that social media campaigns have to be more flexible than traditional marketing (because you’re interacting directly with your potential customers in real time), having no plan whatsoever is a good way to lose focus, direction, and ultimately, potential business.

    You don’t need to pre-script every Tweet, but you do need to know what your goals are and what assets you want to leverage to reach those goals.  And on that note... 



    Of course the whole point of owning a business is to make money, but the correlation between social media marketing and sales isn’t a 1:1 ratio, nor should it be.

    Unlike traditional marketing, social media marketing is less about guaranteeing sales (in fact, the more you push the self-promotion angle the less effective your campaign will be!) and more about developing relationships with potential customers, networking with complementary businesses, and showcasing your customer service.  

    Remember: in a Web 2.0 environment, conversation equals conversion, so start talking! 


     Okay, so you have a website, a Facebook business page, a Twitter feed, maybe an Instagram to highlight relevant photos, and if you’re really enthusiastic you might even have a YouTube or Vimeo channel for video assets.  

    That’s a lot of real estate - good for you! Now, what are you going to do with it?  If your answer was “nothing; I’ll let my customers come to me”, you need to reassess your strategy.  

    Online communities don’t build themselves, even though it might look like it sometimes.  Reaching out to existing customers and leads means making them aware of your social media activity (think about adding your Facebook and Twitter to your business cards, for example) and then providing relevant content to keep them coming back.  It’s a relatively minor investment in time that can increase your visibility and open your door to more customers.  












    All right, I think we’ve determined that social media marketing is a valuable tool, but don’t listen to the gurus who’ll tell you it’s the only tool your business will ever need again.  

    Particularly for certain types of businesses, an online presence in place of all other marketing can be a shot in the foot rather than a shot in the arm.

    Remember that print advertising and other traditional forms of marketing will target a demographic that won’t necessarily be reached through the internet.

    In modernizing your business, you don’t want to alienate customers and leads who favour a more traditional approach.  Find the balance that’s right for you and run with it.


     Even after all the years I spent working with clients in my advertising days, this one still baffles me.  I don’t know who is running around telling business owners that a Facebook page or a Twitter feed is going to totally overhaul their business overnight and that by morning a ravenous host of new customers will be beating down their doors, but if I find them I’m going to kick them in the shins.

    Social media, like any other form of advertising, is both a gamble and a long-term strategy.  

    Yes, it allows you to connect with your customers and leads in a more meaningful, human way than a billboard or print ad might, but that doesn’t mean you’re going to have a lineup out the door inside the first day, the first week, or even the first few months of a campaign.  Invest in solid social media real estate and cultivate it, and like a tilled field, you will reap the benefits in due time.

    So I turn it to you, business owners - what have your experiences been in using social media tools to promote your business?  What’s worked?  What’s failed spectacularly?

     Let us know in the comments, or you can find us on Facebook, follow us on Twitter, watch our great instructional videos on our YouTube channel, and check out my regular stomping grounds at the Method Help Center










  • How to Create an Invoice in QuickBooks

    So far in our QuickBooks 101 blog series, I've answered a few high-level QuickBooks questions, such as "Why is QuickBooks a good accounting software for my small business?"

    Now, I'm happy to help answer user-based QuickBooks questions starting with "How do I create an invoice in QuickBooks?"

    I will also include the 'how-to' documentation notes and video tutorial link for creating an invoice within Method:CRM, since everything you do in Method will sync with your QuickBooks file (yay, no double entry!).

    What is an Invoice?

    An invoice is a itemized bill issued by a seller (you!) listing the goods or services supplied to the buyer (your customers!), containing individual prices, total charges, and the terms.

    How do I create an invoice in QuickBooks?

    • Click Create (+) > Invoice.
    • Fill in the invoice. 
    • If you've saved a style other than the Standard style, choose it from Customise at the bottom of the page. 
    • Click Print or Preview
      • Click Print or Preview again to ensure the form looks the way you want when you send or print it. You can also save it as a PDF here by hovering over the previewed form to see Adobe's save icon. 
      • If you select Print Later, you can print it from the queue later. 
    • Click Save and send to email the form. You'll have the chance to edit the email message to your customer and to preview the form one last time.

    Turn an Estimate into an Invoice in Method:CRM

    • Locate the Estimate you wish to convert and click on it.
    • At the bottom of the estimate, click Create Invoice.

    Learn more about Method:CRM's industry-leading QuickBooks integration

    Turn a Sales Order into an Invoice in Method:CRM

    Once you have created your sales order and confirmed the details with your customer, you will probably want to create an invoice based on the information in the sales order.  Thankfully Method lets you do just that with a simple wizard tool.

    • Locate the sales order you wish to convert to an invoice and click on it. 
    • Scroll down and click Create Invoice. You're prompted to follow three steps:  

    • Check off all the line items you want to include on this invoice.
    • Click Create Invoice.  This opens the New/Edit Invoice screen.
    • From here, you can make any edits or additions as you would if you were creating an invoice from scratch, only now the line items and customer information you included in the sales order are auto-filled!

    Interested to see what QuickBooks Online users are saying about Method:CRM? Check out some of our 1,200+ reviews on or on the QuickBooks Desktop Marketplace.


    Until next time,




  • Managing Multiple Currencies in Method:CRM


    Hi there again, this is Adam from the Support team!

    For this blog post, I thought I’d talk a bit about incorporating multiple currencies into Method:CRM.

    In QuickBooks, you can enable a feature to allow for transactions in foreign currencies. This works great for businesses who have customers in the U.S and Canada, or overseas. But how does this work in Method, you may ask?  Can I log transactions in a foreign currency? The answer is yes, and it’s actually fairly simple to utilize.

    To take advantage of this, you must first enable this feature in QuickBooks. See here for information on how to do that.

    In Method, there is a Currency dropdown field available in the Customer table. This field is one that syncs with QuickBooks and holds the currency of the customer. Our stock Edit Customer screen does not have this field available, but with a quick customization, you can drag this field onto the screen.  

    Here’s how:

    First, right-click the current stock Edit Customer screen to create a copy of the stock screen, and edit it (if you’ve already customized this screen, you can simply edit it).


    Next, simply drag and drop the Currency field from the Field list on the left to the screen designer on the right. You can put the field anywhere on the screen; I chose to put it underneath the Price Level dropdown for simplicity.



    Something to look out for is the Account Receivable account (AR account) set for the invoice. The AR account must match the currency set for the customer.  In Method, the default AR account is set to the last one used in a transaction. If this is not the correct account and the invoice is saved, a conflict will be created and prevent the invoice from syncing to QuickBooks.

    Now, you could potentially stop here and be done.  With this simple customization, you can now see the customer’s currency and can set it for any new customers entered into Method. You can also enter transactions in Method that match their currency. This will give you basic functionality.

    However, there are other customizations you can do for multi-currency.  You can place actions to set the AR account on the invoice screen according to the customer selected, as well as add the BalanceRemainingInHomeCurrency field to show the balance in your home currency. If you have a customer overseas, you can also change the currency symbol on the transaction screens and reports to show the customer’s currency code.

    Finally, you can set currencies for Vendors, accounts, and various transactions. There are many other areas in which you could potentially utilize multi-currency.

    I hope this article provided a glimpse of what Method can do with this QuickBooks feature. If you’re unfamiliar with customization, I would suggest going through our Customization Webinars first. If you have any questions about multi-currency, please ask about it in our Forums.  We’ll be happy to answer any questions you may have.