Method Community

Does the contacts email have to be in quickbooks in order to register and access the portal?  I have certain customers in Method CRM that have 4 or 5 contacts, which arent in Quickbooks, so will they be able to access this portal on their own without any additional setup steps on my end?

Hey DavidD,

Your contacts just need to have unique email addresses in Method, they're not required to be in QuickBooks since Method supports multiple contacts per customer. They can manually register by accessing your portal. Hope this helps!

- Ashur