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Set up Method on InsynQ
Solution No. 367

This article provides information about Method CRM working on the InsynQ Network, an Online hosting provider.


Who this guide is meant for?

This guide is meant for QuickBooks users who don’t want to worry about installations and would like to freely access their QuickBooks and Method company files from remote locations, enabling staff, clients and accountants to access data from absolutely anywhere with an Internet connection. Method is a QuickBooks integrated, web-based platform with industry-specific applications that can be completely customized from head-to-toe.  InsynQ is an authorized hosting provider for Intuit, and has been supplying Cloud-based services to its customers since 1997.  InsynQ offers QuickBooks hosting so your data will always be online, accessible from any location with an Internet connection, with high security protection to keep your data safe. This partnership allows InsynQ to preload Method Integration Engine on their server, so that real-time synchronization between your QuickBooks and Method can take place 100% in the cloud.

Setup Method Integration on InsynQ

  1. Sign up for an InsynQ account and inform them you will be using Method Integration. They will supply a link to the Method Integration Engine on your Virtual Desktop.  Make sure to follow the instructions InsynQ provides for your initial setup.
  2. Transfer the QuickBooks file you would like to use with Method to the InsynQ server.
  3. Once the configuration is completed, log into your InsynQ account and open QuickBooks to your Company File.  Make sure to read the FAQ here, which discusses the setup for the first log in.
  4. Once QuickBooks has been configured on InsynQ's network, it is recommended that QuickBooks be removed from your local computer.

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