Method Community

That helps a lot... I will try it. Thanks, Naeem, for the quick response.

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 ...

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