user
user

The Method:Blog

Method:CRM is the #1 CRM for Small Businesses Who Use QuickBooks.


Small Business Topics


Recent Posts


Navigation
Featured

Customers

Your Business Needs Customer Relationship Management, Here’s Why

Posted on January 10th, 2017.

The Storm Before The Calm. Sticky notes, multiple Excel spreadsheets, and broken, ‘duct-tape’ systems are the norm for many SMBs when it comes to managing their customers. Does this sound familiar? If your business is plagued by missed follow-ups, de-centralized customer information and general chaos, a CRM (Customer Relationship...

Featured

Accounting

Factors to consider when choosing accounting software.

Posted on December 30th, 2016.

Informed decisions are the best decisions. Virtually all businesses need some form of accounting; if you are not tracking money in and money out, the likelihood that your business will survive is slim. A software solution can help simplify this process and keep track of everything in a centralized location. There is a wide variety of...

Featured

Customers

Method’s Holiday Hours

Posted on December 22nd, 2016.

Well, it’s that time of year again. ‘Tis the season for celebrating with family and friends, which means we have a special holiday schedule to share with you. Monday December 26th: Method:HQ will be closed. Monday January 2nd: Method:HQ will be closed. We appreciate your patience during the holidays and will get back to your inquiries as...

Featured

Customers

Tips from a QuickBooks Connect Veteran. How to make the most of your time at QB Connect 2016.

Posted on October 13th, 2016.

QuickBooks Connect is only 2 weeks away and I’m sitting at Method:HQ in Toronto thinking about how I’ll make the most of my 3 days at the conference. I’m proud to say I’m a “QB Connect Veteran”… this will be my third time at the event.  I’ve had the opportunity to see the conference from many sides… as a hackathon participant (and...

Featured

Events

Highlights from Method Retreat 2016

Posted on October 12th, 2016.

Recently we were joined by Method users in our hometown of Toronto for our Annual Method Retreat. We had 2 full days of hands-on customization training, with a lot of fun sprinkled in between. It was great hosting our Customers and Partners; here are my favourite moments of #Retreat16. Product Roadmap We kicked off #Retreat16 with Paul...

Featured

Customers

QuickBooks Desktop 2017…Touchdown!

Posted on September 22nd, 2016.

With many growing small businesses needing the more powerful features in QuickBooks Desktop Enterprise, especially for inventory management and end-to-end accounting workflows, there’s an important place in the small business ecosystem for QuickBooks Desktop.   It’s amazing to see Intuit continuing to support and invest in it’s more...

Featured

Events

Prepping for Method Retreat 2016

Posted on September 21st, 2016.

Our Method Retreat is just days away. Getting ready to attend a multi-day event can be a bit daunting, so I thought I’d help out and put together a packing list of important things to remember. Print it out and use for your Retreat Packing – and even for any other conferences you attend in the future. Your Passport! First things...

Featured

Customers

Small Business Tips – Nonprofit Edition

Posted on September 2nd, 2016.

Running a nonprofit organization takes a lot of work, and a lot of love. Since there are so many moving parts to running or starting your nonprofit, I’ve dedicated this edition of our Small Business Resource Roundup to helpful tips for nonprofits. Let’s get started! If you’re just starting your nonprofit...

Featured

Customers

Method’s Company Culture

Posted on August 10th, 2016.

Company culture plays a very important role in your small business, so important that I recently posted a Resource Roundup blog dedicated to this topic. Getting your company culture to a place where your employees are excited to come to work each day, have fun with each other, and are high performing, takes time. We have a great company...

Featured

Events

Method Retreat 2016

Posted on August 4th, 2016.

Calling All Method Users: You’re Invited to our Annual Method Retreat! Every year, we host our Method Retreat for our awesome Partner community. This year, we’ve decided to extend the invite to all Method users! The Method Retreat is your chance to improve your customization skills and interact with the Method Team, your fellow...

Featured

Customers

Small Business Tips – Company Culture Edition

Posted on July 22nd, 2016.

Hey everyone, I’m back with another Small Business Resource Roundup! Small businesses are faced with many unique challenges, one of which is creating a strong and unique company culture. As someone who has worked for a number of small businesses, I can say that company culture is one of the leading reasons people choose to work for a...

Featured

Marketing

Small Business Tips – Sales & Marketing Edition

Posted on July 8th, 2016.

Hey everyone, I’m back with another Resource Roundup! For this post, I’ve focused in on Sales and Marketing tips. Sales and Marketing are essential to growing your small business, and the resources below give great tips and insight on how to optimize your efforts! One of the biggest ways for your small business to grow and get leads is...

Featured

Customers

Small Business Tips – Resource Roundup

Posted on June 29th, 2016.

Running your small business is time consuming – to put it lightly. You wear a lot of different hats as a small business owner; accountant, marketer, sales person, and the list goes on. Sometimes, your “researcher of small business tips hat” stays on the hat rack a little longer than you’d like since you’re so busy with all the...

Featured

Customers

New! Get Paid Faster with Intuit QuickBooks Payments

Posted on June 22nd, 2016.

If you’re like most small business owners, you’re a multitasking sensation. Whether you’re a solo act or part of a small team, the need to simplify your processes and eliminate errors, while keeping business moving, is a must. So is getting paid quickly. To help you help your bottom line, Method is excited to announce that we now...

Featured

Customers

How Technology is Changing the Game for Small Business Advisors

Posted on June 13th, 2016.

Recently, I was lucky enough to attend my first Scaling New Heights conference, which I was happy to learn, took place in Paradise. The conference was held in the Bahamas from May 22-26 and was attended by over 1,000 accounting professionals, vendors and guest speakers. This year, SNH was themed around building an “Epic Practice”. What...

Featured

Events

7 Sessions You Can’t Miss at Scaling New Heights 2016

Posted on May 16th, 2016.

Next week, we’re making our way to the Bahamas for this year’s Scaling New Heights – an Intuit-centric conference aimed to empower small business advisors. This year, SNH is focused on helping small business advisors like you, build an epic practice that will help transform the way small businesses operate. Our team is leading 7...

Featured

News

Changes to Packs on January 12, 2016

Posted on January 11th, 2016.

At Method, we give small businesses a customized solution fit just for their work. But we understand that a ‘made-for-me’ solution goes beyond customizing your Method account. So, we have split up our core Contact Management pack into smaller, more role-relevant packs.  What is it? Method is simplifying our packs to ensure our customers...

Featured

News

New! Personalized Dashboards Simplify Your Work

Posted on January 11th, 2016.

If “getting organized” was your new year’s resolution, we’re right there with you. Keeping your business organized ensures everyone is efficient and focused on the right work. With that in mind, on January 12th we’re releasing new dashboard features to give each Method user a home-base personalized to their role, and some additional app...

Featured

News

Work Gets Easier with the New Version of Method

Posted on December 8th, 2015.

Helping small businesses simplify how they get their work done is what we strive for everyday here at Method. When you told us how we could make Method better, your suggestions did not fall on deaf ears. We were listening, taking a ton of notes, and working behind the scenes to re-imagine a better Method for you, our customer. And today,...

Featured

Events

Top 5 Partner Retreat Highlights

Posted on November 2nd, 2015.

Before QuickBooks Connect got underway this year, we had the pleasure of meeting up with a group of our Partners for the 2015 Method Partner Retreat. This annual two-day, jam-packed event brings Partners together from across North America to learn, connect and be the first to see Method’s latest releases. “If you want to make a big...

Featured

Customers

Deleting customers in QuickBooks…uh oh.

Posted on October 30th, 2015.

QuickBooks Desktop and QuickBooks Online are among the top-rated accounting software packages in use by small businesses today, and if you’re reading this, there’s a good chance you use it too. But there’s also a good chance you’re using it not just to track your customer accounting, but also to track your leads. Uh oh. A lead is a...

Featured

Events

Become a Method Expert at the 2015 Partner Retreat

Posted on October 21st, 2015.

This year’s Method Partner Retreat is taking place in San Jose, right before QuickBooks Connect. We look forward to our Partners joining us for an engaging experience with the Method team and the entire Partner community. If you’re interested in joining us, check out the 2015 Method Partner Retreat page. For those of you already...

Featured

Customers

Guard Up! Slashes through their Customer Data with Method:CRM

Posted on August 24th, 2015.

At first glance, you might think that a sword fighting school is all fun and games, but at Guard Up! Family Swordsmanship, each session is an educational adventure. Training children to wield a sword not only teaches fencing skills but also helps instill confidence. And business at Guard Up! is growing fast. The company has already...

Featured

News

Method is Moving to Amazon Web Services

Posted on August 19th, 2015.

When we speak to our customers, one of the most requested improvements to Method has been its day-to-day performance. And we understand — as a small business owner, you need fast, reliable tools to run your company. So, behind the scenes the team has been working to move our web hosting to an infrastructure better suited to the needs of...

Featured

Customers

Laura Redmond on Automating Processes through Personalized Software

Posted on July 14th, 2015.

Laura Redmond, a QuickBooks ProAdvisor and Intuit Author, speaks to the automation possibilities of personalized software. Using Method’s customizable platform, Laura and her partners at Cloud Consultancy LLC create personalized solutions for their many small business clients, 100% code-free.

Featured

News

New! Online Donations for Nonprofits Who Use QuickBooks

Posted on July 9th, 2015.

In June we launched Method:Donor to help small nonprofits save time and keep their donor and donation data organized. Today, we’re excited to release Method:Donor’s latest feature, Donor Pages — a simple, effortless way to accept online donations. What is it? Donor Pages is the mobile-friendly, online fundraising feature of Method:Donor,...

Featured

Personalized Software

Dan Wernikoff on the Uniqueness of Small Business

Posted on July 6th, 2015.

We sat down to talk to Dan Wernikoff, Intuit’s GM of the Small Business Group, about the changing face of the QuickBooks customer base and what that means for their technology needs. Alarmingly, 22% of the small businesses we recently surveyed have ever invested in a personalized software solution. That means four out of five small...

Featured

Personalized Software

Personalized Software: How Does Your Industry Compare?

Posted on June 29th, 2015.

Featured

Personalized Software

Personalized Software for Small Businesses is Within Reach

Posted on June 29th, 2015.

Paul Jackson, Method’s Founder and CEO, speaks to the uniqueness of small business and the pains experienced from trying to fit into constraining one-size-fits-all software. Using Method, small businesses simplify how they get their work done with personalized software that reflects the uniqueness of their business.

Featured

Personalized Software

Are You Wasting Time with One-Size-Fits-All Software?

Posted on June 29th, 2015.

Featured

Customers

Method Office Hours: July 1 – 3, 2015

Posted on June 28th, 2015.

From Canada Day to Independence Day, the first week of July is a time to celebrate! The Method team will also be at a team retreat this week, so I wanted to give you a heads up on our office hours for the next few days. Wednesday, July 1st: Operating on a skeleton crew during regular office hours (9 AM – 6 PM. ET) Friday July 3rd:...

Featured

Events

Moving from Scorekeeper to Coach

Posted on June 26th, 2015.

“Moving from scorekeeper to coach”. Damien Greathead from Receipt Bank made this statement during his General Session Q&A and I think it perfectly sums up what I experienced and heard at Scaling New Heights 2015. Accounting professionals have always played the role of trusted advisor, but this year (and this conference) felt...

Featured

Personalized Software

What does Your Work, Your Way mean for your business?

Posted on June 22nd, 2015.

Running a small business can be a labor of love, or just a lot of labor, depending on your choice of business software. Did you know that only 22% of the small businesses we recently surveyed have ever invested in a personalized software solution? That means four out of five small business owners are using programs that aren’t quite...

Featured

Events

5 Scaling New Heights Sessions You Can’t Miss

Posted on June 18th, 2015.

Next week, we’re packing our bags and heading to New Orleans for Scaling New Heights – an Intuit-centric training conference that empowers accounting professionals to grow their practice. This year at Scaling New Heights we’re offering introductory and intermediate training of Method:CRM, sharing our new nonprofit donor management app,...

Featured

Partners

How I Started to Learn and Love Customizing Method

Posted on June 16th, 2015.

If you’re like me, and new to the Method Partner Program, you may have had moments of apprehension around developing Method for your small business clients. But with some mentorship, and real client projects in the last few months, I’ve moved into the “Love It” category of Method Partners. Today, I’m sharing the six factors that...

Featured

Nonprofit

[Webinar] An Introduction to Method:Donor

Posted on June 10th, 2015.

Are you an accountant working with nonprofits who needs help getting their accounting practices whipped into shape? If your eyes just widened and you thought, “Yes!” you’ll want to attend our June 17th webinar Method:Donor – Donor Management Software for Nonprofits Using QuickBooks, hosted by Gregg Bossen. Gregg, a CPA with a long...

Featured

Nonprofit

3 Reasons Every Nonprofit Should Use A CRM

Posted on June 5th, 2015.

At Method, we understand running a nonprofit organization is a labor of love. You and your team are passionate about your cause and you work tirelessly to raise funds and awareness to benefit others, and we salute you for it! But are you just working hard, or working smart? Here are three reasons why you should think about managing your...

Featured

News

Announcing Donor Management Software for QuickBooks

Posted on June 3rd, 2015.

Back in October, the Method team won Intuit’s QuickBooks Connect Hackathon with an app designed specifically for small nonprofits. After surveying hundreds of small charitable organizations, collaborating with nonprofit accountants, and executing a successful beta, I’m excited to announce the launch of Method:Donor. What is it?...

Featured

Method

Methoders Ride for Heart

Posted on May 22nd, 2015.

This week I caught up with Phuong, one of Method’s Customer Success Coaches, to hear about the charity bike ride she’s participating in with a few other brave Methoders. What made you organize a team of riders for this fundraising event? Methoders are active people. We’ve got runners, obstacle course racers, squash players,...

Featured

Organization

Simplify Your Small Business Workflow for a Faster (and Happier) Team [Part 4]

Posted on May 20th, 2015.

Welcome back to our ongoing series on simplifying your small business workflow. If you’re just joining us, it’s not too late to catch up! So far, we’ve caught up with Olivia the Ops Manager, Grumpy Gus the Sales Rep, and Debbie the Customer Service Manager. In each case we’ve illustrated how a CRM for QuickBooks helped make their jobs...

Featured

Method

My Life Since Method:Walks Started

Posted on May 13th, 2015.

Typically, I sit in the Method office from around 8:30am to 6:00pm. I get up to go to the bathroom, to get coffee, and to harass my co-workers when I am feeling lonely. But, since our Operations Manager extraordinaire, Saudia, started a company-wide steps competition on May 1st, this has all changed. The average number of steps one...

Featured

Organization

Simplify Your Small Business Workflow for a Faster (and Happier) Team [Part 3]

Posted on May 11th, 2015.

Welcome back to our ongoing series detailing how you (yes, you!) can simplify and streamline your small business workflow. If this is your first time here, why not check out part one and part two? Last time, we visited Grumpy Gus, the sales rep who unified his workflow courtesy of a CRM for QuickBooks solution. This week, let’s drop in...

Featured

Organization

Simplify your small business workflows for a faster (and happier) team [Part 2]

Posted on April 30th, 2015.

Welcome back to our small business workflow series. Last time, I started the series off by highlighting a few key reasons your small business is operating with an inefficient internal workflow. If you missed it, check it out to get acquainted with how the series will unfold over the next few weeks. I first introduced you to Overwhelmed...

Featured

Marketing

2 Simple Tactics to Successful Small Business Email Marketing

Posted on April 17th, 2015.

You might not know this, but it turns out sometimes what’s newest isn’t always most effective, especially when it comes to marketing. A lot of business owners are eager to jump on the social media bandwagon for higher ROI, but according to this article by Buffer, good old-fashioned email marketing still reigns supreme. “Social media may...

Featured

Organization

Simplify Your Small Business Workflows for a Faster (and Happier) Team [Part I]

Posted on April 9th, 2015.

Every member of a small business team needs to perform their role as efficiently as possible for the whole system to move forward. But with everyone sludging through manual processes, and with customer data scattered throughout various spreadsheets and email accounts, how can you expect swift business workflows? (Tweet this) In our small...

Featured

Sales

How 3 Small Businesses Close More Deals on the Road

Posted on March 26th, 2015.

I bet when you think of your mobile sales team, ‘QuickBooks’ isn’t the first thing to come to mind. But guess what – by adopting a QuickBooks-friendly CRM, these three small business owners have streamlined the sales processes for their mobile teams. The result? They’re closing more deals. Allow me to introduce Jacob, John and...

Featured

Sales

3 Ways to Generate New Business from Existing Customers

Posted on March 10th, 2015.

Existing customers are, in some regards, an even better source of potential revenue than a new customer might be. Why? Well, all the heavy lifting is already done – you’ve established a relationship, shown them how great your product or service is, and earned their trust. Why not build on that existing relationship to create further...

Featured

Customers

How a Small Business Can Provide World-Class Customer Service [Part 2]

Posted on March 4th, 2015.

Last week in Part I of Small Business Customer Service, I offered a few suggestions for improving your company’s customer service. Today, I’ll continue on with more ways your small business can ramp up customer service with more world-class examples and some simple take-aways for your team. Anticipate Customer Needs When I think back to...

Featured

Sales

5 Creative Ways to Generate Leads for Your Small Business

Posted on March 2nd, 2015.

To keep your small business growing, your sales funnel needs to be continuously topped up by generating new Leads. Do a search online and you’ll find a lots of ways to generate leads, but your unique small business may require some unique –even unconventional – lead-generating tactics. Here are a few creative ways your small business...

Featured

Customers

How a Small Business Can Provide World-Class Customer Service [Part 1]

Posted on February 25th, 2015.

I was recently flipping through my copy of Unmarketing, and saw I had marked a few pages where Scott Stratten discusses cases of world class customer service at Zappos. In addition to putting a smile on my face, the stories reminded me how important customer service is to the success – no, the survival of any business. Too often small...

Featured

News

New! Method:CRM Now Syncs with Bills for QuickBook Online

Posted on February 19th, 2015.

We’re excited to announce our latest QuickBooks Online integration – Bills! “What is Bills?” you ask? Key to small business vendor management, Bills is an accounting transaction in QuickBooks that records an amount owed and/or paid to a vendor/supplier. What is the QuickBooks Online Bills integration? Method users can now view and...

Featured

News

Method:CRM Now Available for Australian QuickBooks Customers

Posted on February 18th, 2015.

What do Australians and Canadians have in common? Well, for one, the two countries both excel in creating craft beer – as a Canadian traveler I can personally attest to this. But more importantly, Australian and Canadian small business owners can both now benefit from the #1 CRM for QuickBooks! We’re happy to announce QuickBooks...

Featured

Method

How Methoders Show the Love

Posted on February 13th, 2015.

Ever since I was little I’ve been a sucker for Valentines Day. Sure, the abundance of chocolate does play a large role in my giddy excitement for the day. But, I really do think it’s important to express gratitude for the people in your life, whether that’s your significant other, your best friend, or the coworker you work with every...

Featured

Organization

6 Productivity Hacks for the Brave Small Business Owner

Posted on January 30th, 2015.

I’ll be the first to admit, I love learning new ways to become more productive and it seems to be a popular topic these days. From Inc.com to Entrepreneur.com, there has been a recent surge in the number of articles aiming to help small business owners improve their productivity. In this blog post I offer six productivity hacks for the...

Featured

Sales

5 Ways to Generate Leads Online for Your Small Business

Posted on January 21st, 2015.

You’ve got your kick-ass product ready and a team of all-star employees prepped to win over prospective customers, but your sales funnel is looking a little emaciated. To fill your funnel to the brim with leads (and qualified ones, at that!) you’ll need to move your marketing tactics online and strategize from the lens of your potential...

Featured

Organization

7 Apps to Organize Your Small Business

Posted on January 7th, 2015.

By midnight on December 31st I had proudly mastered the art of mojito-making, but during the next morning’s brunch with friends I was challenged to improve my organizational skills for the new year. Apparently, my scatterbrained process of gathering ingredients and forgetting where I keep stuff in my kitchen was more noticeable than I...

Featured

Sales

A QuickBooks Customer Manager Creates the Best Kind of Marketing

Posted on December 30th, 2014.

Wondering where to put your efforts (and your wallet) to grow your small business in 2015? Well, I’m here to tell you that investing in happy customers is where your dollar will be best invested. The ROI of Happy Customers with a QuickBooks Customer Manager In the world of Customer Relationship Management (CRM), it’s well known that...

Featured

Successes

Modernizing the healthcare industry: an interview with HealthLinc’s Cameron Fleming

Posted on December 8th, 2014.

With last week’s announcement of Method’s integration with QuickBooks Online Canada, I thought it only fitting to share a portion of my interview with HealthLinc Medical Equipment – one of the Canadian small businesses making waves with QuickBooks and Method:CRM. HealthLinc is a four-division company providing rental...

Featured

Customers

9 Apps and Integrations We’re Thankful For

Posted on December 4th, 2014.

Once again it is I, Alex – your friendly neighborhood documentation specialist – filling in for Lynda this week. Here in Canada our Thanksgiving has come and gone, but with so many U.S. customers and partners, we feel like we get to sit in on yours – which gives us the opportunity to be doubly grateful for all the good...

Featured

News

We’ve Arrived – Method:CRM Now Available for QuickBooks Online Customers in Canada

Posted on December 4th, 2014.

Canada is a truly an amazing place to run a small business, albeit we’re a tad biased. So, we’re excited to announce that along with picturesque landscapes, tasty maple syrup, and world class hockey teams, Canadians can also now enjoy Method:CRM for QuickBooks Online! (click to tweet!) Paul showing off Method on the chilly streets of...

Featured

Partners

How to Succeed as an Intuit-centric Solutions Provider

Posted on November 17th, 2014.

After meeting William Estes at QuickBooks Connect, I wanted to sit down with Woodard Consulting’s Chief Operating Officer to learn more about his role and the Woodard/Method relationship. More importantly, I wanted to know what advice he had for accountants looking to evolve into more of a small business advisor. What does it take to go...

Featured

Events

Conference Travel Tips to Get You There Energized

Posted on November 8th, 2014.

I love going to industry conferences – meeting up with old friends in a fun city, getting re-energized from inspiring keynotes speeches, and endless learning opportunities. But the early mornings, late nights, action-packed days, and travel time can take a toll! So, if you’re like me and want to feel energized throughout your...

Featured

Events

6 Solutions14 Sessions You Can’t Afford to Miss

Posted on November 5th, 2014.

When you think of Las Vegas, accountants may not come to mind. But come next week, Caesars Palace will be hosting these party animals for The Sleeter Group’s Annual conference, Solutions14. Solutions14 is a fantastic opportunity for accounting professionals to learn how leveraging technology can strengthen their practice and turn them...

Featured

Customers

5 Signs You Need a CRM for QuickBooks

Posted on November 1st, 2014.

1. You need to speed things up for your team and your customers Whether it’s sending out service quotes or processing product orders, the speed and efficiency of your operations slows to a crawl when there are too many people involved. And, if tasks are bottle necking because a business owner or accounting department are the only ones...

Featured

Events

What an October it has turned out to be!

Posted on October 31st, 2014.

It has been quite a month at Method, so it only seems appropriate for the team to close out October dressed up in crazy costumes, eating treats, and even performing interpretive dances…I’ll explain that in a bit. Why such a great month for the team, you ask?   Beta Launch Prior to October, Method’s development team has been...

Featured

Partners

The VARC Solution 30 Day Challenge

Posted on October 30th, 2014.

At Intuit’s inaugural event QuickBooks Connect, I had the pleasure of attending Robin Hall’s session “Consulting strategies for the Intuit-centric accounting professional”. Even as a non-Accountant, I learned a lot and was really inspired by one of Robin’s stories around how she cultivates a healthy corporate culture at her accounting...

Featured

News

New Method Enters Beta at QuickBooks Connect

Posted on October 27th, 2014.

As a software company that specializes in managing small business relationships, we greatly value our customers and partners and take their input on our CRM to heart. You, our customers and partners, have told us how Method could be better for your businesses and we listened. This week, at Intuit’s QuickBooks Connect conference, I am...

Featured

Events

On our Way to San Jose: Method heads to QuickBooks Connect!

Posted on October 17th, 2014.

As I sit writing this at Method Headquarters, there is a distinct buzz in our office. Between deliveries arriving and the sound of coworkers high-fiving, you can’t help but feel a giddy excitement for next week. In a few days time, a troupe of Methoders will arrive in San Jose to support our Intuit partners at their inaugural event,...

Featured

Partners

QuickBooks Online or QuickBooks Desktop?

Posted on October 16th, 2014.

This is a guest post by QuickBooks Advanced Certified ProAdvisor, Victoria Cameron.  Are you starting a new business and wondering which Intuit accounting package to choose? Or, as a QuickBooks Desktop user, are you wondering if you should switch your business over to QuickBooks Online? At Cloud Consultancy, we love QuickBooks Online and...

Featured

QuickBooks

Quit Using QuickBooks as Your Lead Management Software

Posted on October 10th, 2014.

QuickBooks was created to provide you with a robust understanding of your small business financials. It was not built to manage every area of your business. So, just like you don’t expect a server to also be the chef and dishwasher it’s also unrealistic to expect your accounting software to manage all areas of your business. Think of...

Featured

Organization

Create workplace harmony with QuickBooks-integrated workflows

Posted on October 8th, 2014.

This is a guest blog by QuickBooks Advanced ProAdvisor and Method Partner, Fran Reed The lifeblood of any company is Sales, Order Fulfillment, and Accounting. Sales gets a lead and spends time nurturing that contact into a customer. Order Fulfillment receives the sale, processes and ships the order to the customer. Last, Accounting...

Featured

QuickBooks

Stop managing your leads in Excel – your bottom line will thank you

Posted on September 30th, 2014.

You’ve paid for a local mailer to go out with your latest promotion, and overnight leads are flooding in. Of all the problems small businesses face, this is my favorite one! You now have an influx of potential business emailing your team asking for quotes, but how are you tracking all these new leads? Let me guess – you’re...

Featured

Events

We’re Cooking Up a Storm at QuickBooks Connect!

Posted on September 22nd, 2014.

We’re excited—okay, really excited—to be going to (and having a Main Street booth at) the inaugural QuickBooks Connect conference this October. There will be awesome keynotes and tailored sessions for both entrepreneurs, small businesses owners, accountants and developers. There will even be a Hackathon – Huzzah! (If you’ve...

Featured

Customers

A Multi-tenancy CRM – How a Pooper Scooper Went National with Method

Posted on September 18th, 2014.

While most cringe at the idea of cleaning up after their beloved pet, Jacob D’Aniello saw a unique business opportunity in the dreaded backyard chore. And jumping on the idea to providing ‘pooper scooper’ services has served him well! Jacob now runs DoodyCalls – a growing, nationwide franchise that takes care of the dirty work of...

Featured

Customers

Intuit discontinues Salesforce for QuickBooks: Breaking Up is Hard to Do…Or is It?

Posted on September 9th, 2014.

Breaking up (with your business application) can be difficult. But I’m positive you’ll bounce back (and even find love) if you’re experiencing the breakup brought on by Intuit’s discontinuation of the Salesforce for QuickBooks app and integration service. I know it’s tough to be told “it’s time to move on and starting seeing other...

Featured

Method

Performance Update: 30+ Enhancements & Improvements

Posted on September 3rd, 2014.

Whether in the form of a blog comment, a forum post, or a quick phone chat, we’re always listening and take our customers’ feedback to heart. To continue to improve the Method experience, we’ve made over 30 enhancements and improvements, based directly on the feedback we’ve received from the Method community.  If you’d like the full list...

Featured

Customers

3 Ways Small Businesses Are Kicking Butt with Mobile Access to QuickBooks Desktop

Posted on August 25th, 2014.

There’s no question. Being able to access your customer and financial data from “the cloud” is making it much easier to run a small business. But what if you’re one of the millions of companies using QuickBooks Desktop? What options are out there for you?! More specifically, what are your options if you’re an avid QuickBooks Desktop user...

Featured

Organization

How to Change Your Work Order Calendar in Method:CRM

Posted on July 31st, 2014.

 As a Community Support Specialist, a common questions I get is “How do I change the date and time ranges on my Work Order calendar?”  It is no wonder I get this question with Method having such a wide variety of working hours in our customer base. If your business does not operate on the default 8am – 6pm day,...

Featured

Customers

Rejoice! Method:CRM Report Designer documentation & videos!

Posted on July 23rd, 2014.

Welcome back to another glorious guest blog courtesy of your friendly neighbourhood documentation specialist, here to bring you More Good News from the Method Education Team. Many of you are familiar with the Report Designer tool supported by Method – some of you may even have used it to build out functional, elegant reports for...

Featured

Customers

10 Ways to Find the Best CRM for Your Small Business [eBook]

Posted on July 10th, 2014.

Good day Method community. Once again it’s your friendly neighbourhood documentation specialist bringing you another pause-worthy update about the goings on here at Method HQ. It’s my unique pleasure today not to wax nostalgic about my own prolificacy (which is writer-speak for “talk about how great I am”) but instead to tip my cap to...

Featured

Events

Scaling New Heights 2014: Old Friends and New

Posted on July 9th, 2014.

I bet when most people visit San Antonio, they remember the historical site of the Battle of the Alamo. But after the 2014 Scaling New Heights conference, San Antonio will always remind me of the connections I’ve made over the years in the QuickBooks community and innovative, small business technology. Oh, and stick-on mustaches. So,...

Featured

Customers

New! Method:CRM Report Designer Tutorial Videos

Posted on July 2nd, 2014.

I have something new for you guys, something I spent all of June working on…Report Designer Videos! Huzzah! For those that don’t know what Report Designer is, just check out the first video. However, for those that do know, I hope these tutorials will be helpful and even show you something new. And documentation is on...

Featured

QuickBooks

How to Create a Sales Receipt in QuickBooks

Posted on May 29th, 2014.

In this instalment of our QuickBooks 101 series I’ll provide instructions for creating a Sales Receipt in QuickBooks Desktop. Additionally, I’ll share how to create a QuickBooks Sales Receipt directly from within Method:CRM. What is a Sales Receipt? Every business owner is aware that once a sale is successfully negotiated,...

Featured

Marketing

[Video Series] Creating Small Business Marketing Campaigns in Method:CRM

Posted on May 22nd, 2014.

It’s been a while since my last blog post and believe it or not, I’ve been working on videos non-stop. Some of you are probably wondering what my job is like. It involves listening to myself for hours on end, day after day, work week after work week. However, it’s what I do so that I can deliver videos to you! Now, the new videos and...

Featured

Partners

Intuit Apps.com Keeps Small Businesses Growing [Infographic]

Posted on April 11th, 2014.

When entrepreneurs follow the dream of running their own business, many of them are unaware of the number of hours they will spend on tedious, mundane tasks. The excitement of a business idea can empower an entrepreneur, but it’s the overly time consuming practices of running the business that can dampen their spirits, and even...

Featured

Organization

4 Apps to Organize Your Life

Posted on March 20th, 2014.

Lately it feels as though I have two jobs.  The first, of course, is Community Manager at Method. The second is Wedding Coordinator Extraordinaire for my big sister, Katie.  We’re really close, so I don’t mind the extra work, and truthfully, it can be a lot of fun. However, when I was reflecting on the events and tasks I needed to help...

Featured

Marketing

5 Lies About Social Media Marketing for Small Businesses

Posted on March 11th, 2014.

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...

Featured

News

Innovating to Disrupt: Method Makes PwC’s Top 10 Up-and-Coming Technology Companies

Posted on November 18th, 2013.

After touching down in Toronto from the Las Vegas Sleeter conference earlier this week, Paul Jackson donned his suit jacket and caught a cab to the PwC Vision to Reality Awards. In the company of fellow innovative entrepreneurs, Paul proudly accepted a PwC Up-and-Coming Technology Company award — an honor that means a great deal to...