Method Community

Hi,

How do I prevent a Method CRM user from viewing the G/L accounts in QuickBooks? Also, I only want certain customers to be synced from Method into QB, based on specific Method users. How do I do that.

TIA

Fred

Hi Fred,

Thanks for joining Method! To address your first question, the G/L accounts are native to Quickbooks and don't show up anywhere on Method. 

As for your latter question, unfortunately there isn't any way to stop syncing certain customers to QB unfortunately, because the sync feature is such a critical part of the system. All customers (that aren't lead only) in Method will automatically get sent to sync.

Let me know if that helps,

Naeem

Hi Naeem,

Thanks for the quick reply.

Actually, the G/L accounts do show up on Method. In fact, not just the accounts, but the balances in each account, which really is none of the CRM user's business in most cases:

To demonstrate:

1. Log into Method.

2. Top right corner - next to "Recent" click the dropdown (defaults to "CRM")

3. Select "QuickBooks"

4. On display, click the tab [QuickBooks]

Thats the G/L, and it's exposing a lot of very confidential information.

How do I prevent that?

Thanks

Fred

Hi Fred,

That helps a lot... I will try it.

Thanks, Naeem, for the quick response.

No worries, Fred. Let me know if there are any further issues!