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
-
The best 7 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!)
-
QuickBooks intercompany transactions: How to manage multiple entities efficiently
Learn what QuickBooks intercompany transactions are, why they matter, how to manage them, and how Method helps streamline workflows across all your entities.
Latest posts
-
The Insider Tips You Need to Perfect Your Sales Strategy
Small businesses that want to grow need to incorporate workflow automation and data-driven insights into their sales strategy.
-
COVID 19 business resources to get you through the pandemic
Despite many mandated closures, small businesses of every kind have come up with innovative ways to remain relevant. To keep this momentum going, we’ve compiled a list of resources to help you weather the storm of what’s to come.
-
Sales workflow secrets you don’t want to miss out on
Whether your sales process is in its early stages or formally defined, there are many sales workflow best practices small businesses overlook.
-
How Automation Helps You Get the Most from a Lead Gen Form
With Method’s automated lead gen forms, nothing stops potential buyers from getting in touch with you and closing deals gets that much easier.
-
The Value of Shared Accounting Data
Accounting data is most valuable when it’s safely shared with the right people and when it’s used to enable collaboration across teams and business units.
-
Everything you need to know about Method’s Updated Experience
The main job of a CRM is to provide small businesses with a complete picture of their contacts. In this updated experience, you’ll enjoy an improved at-a-glance view of Contacts and their related information.
-
How Small Businesses Can Win Against the Big Guys
In a world where global giants like Amazon, Alibaba, and Walmart are steamrolling over small businesses with lower prices and faster service, there’s something to be said about the power of a great customer experience.
-
Method CRM features to get excited about in 2020
We share the latest improvements to Method CRM and explore the benefits of our features for growing businesses.
-
The Ultimate Small Business Year End Checklist
With tax season just around the corner, we’ve created a small business year end checklist that covers all the essentials. This way, small businesses know where to start when it comes to tax planning.
-
Why Excel accounting is a threat to your business
Excel accounting is a great tool for when businesses start out, but it’s not without its limitations. Today, we look at the risks Excel accounting poses to small businesses and suggest alternatives that will help, not hinder their success.
-
![[New!] Convert Screen Routines to App Routines](https://www.method.me/wp-content/uploads/2019/12/alejandro-escamilla-10-unsplashed.jpg)
[New!] Convert Screen Routines to App Routines
We’ve made it even easier to create App Routines in Method, so you can automate more of your workflows with less work. Get all the details here!
-
After the Sales Pitch: Post-Sales Call Practices to Help You Close the Deal
Every sales rep knows it’s important to follow up with prospects — but what’s the best way to do so? Here are 7 tips for turning your follow-ups into sales.