Small business knowledge hub
Sales, customer experience, and operational insights from the #1 automation tool for QuickBooks and Xero users.
Want to see Method in action first? Take me there →
Featured posts
-
CRM Evaluation Checklist: 6 steps to choosing the right CRM system for your business
Learn how to evaluate CRM software objectively with this comprehensive CRM evaluation checklist. From identifying your business needs to comparing features and functionality, our guide helps small and mid-sized businesses make an informed decision on the right CRM.
-
The best 6 CRMs for blinds manufacturers: A complete buyer’s guide
Looking for the best CRM for your blinds business? Compare top platforms built for shutters and window coverings—and see why Method CRM stands out with real-time QuickBooks sync and customizable workflows.
-
3 Best QuickBooks Desktop alternatives for 2025 (Navigate the Stop-Sell)
Here are the top 3 QuickBooks Desktop alternatives to consider after its stop-sell. (OR—don’t switch at all. We also show you how to use Method to extend the life of QuickBooks Desktop!)
Latest posts
-
Top 5 QuickBooks inventory management software integrations
As your business grows, so does your inventory. Check out the top five QuickBooks inventory management software integrations to grow without having your inventory processes hold you back.
-
Why repeat purchases are a must-have feature in your Method account
Say goodbye to complicated repurchasing and hello to one-click repeat purchases for your customers!
-
Guide on using QuickBooks’ purchase orders feature
This blog shows you how to create a purchase order in QuickBooks with a few simple steps.
-
How to automate your purchase order to invoice process
Learn everything you need to know about automating the purchase order to invoice process in this blog.
-
How to customize invoices in QuickBooks
Learn how to customize invoices in QuickBooks, from adding a logo to changing invoice details.
-
Custom form styles in QuickBooks Online: Everything you need to know
Learn how to create form styles in QuickBooks Online to improve your customer experience.
-
How to write a reminder email for a quotation
Getting in the habit of sending a reminder email for quotations is key to closing more deals. Check out this article to learn how to write a gentle follow up email.
-
What is a construction agreement and contracts — All you need to know
Looking to learn more about construction agreements and their importance for your business? Check out this article to find out.
-
How to estimate construction costs
Accurate estimates mean better cash flow. Learn how estimating construction costs accurately strengthens your revenue and prevents surprises.
-
How to invoice as a contractor: All you need to know
Invoicing is the finish line but can be challenging to cross. Find out how to invoice as a contractor so that you get paid on time, every time.
-
How to create an invoice in Excel: A definitive guide
Learn how to create an invoice in Excel for a smooth workflow. Plus, discover other invoice generating methods to save time and maximize efficiency.
-
How to price a job as a contractor: A definitive guide
Finding the right pricing is an essential but tricky part of any job. Check out this blog to learn how to price a job as a contractor.