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 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!)
-
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
-
4 Tips to Revamp Your Vendor Relationship Management
Customer relationship management is all the rage, but it takes more than happy customers to keep a business alive. In fact, maintaining positive customer relationships really begins with effective vendor relationship management. If you’re constantly jumping from one vendor to another in search of a lower price, it will impact your ability to fulfill orders…
-
4 Ways to Increase Customer Engagement Through Email Marketing
Effective email marketing leads to increased customer engagement and repeat business. Learn how to use your QuickBooks CRM to create better email campaigns that drive results.
-
Why Going Paperless is the Key to Business Success
In today’s digital age, it’s no surprise that many businesses are transitioning from paper-based to paperless processes. Not only is going paperless beneficial for the environment, but it also helps companies streamline their operations and provide better customer service. For small businesses aiming to create loyal customers and drive repeat business, those should be pretty…
-
The secret to delegating tasks as a small business owner
In the early stages of running a small business, many business owners handle everything by themselves. While this jack-of-all-trades approach can help get a new business off the ground, it may ultimately lead to burnout. The business owner may also find they’re so busy with day-to-day tasks that they don’t have time to plan for…
-
How to set up a QuickBooks customer portal
Great customer service keeps customers coming back. Extend the power of QuickBooks and elevate the customer experience by offering an online portal.
-
Best QuickBooks payment gateway for small businesses
Online payment gateways make it easier to accept payments from your customers. Here’s a crash course on using an online payment gateway with your QuickBooks CRM.
-
Effective Upselling and Cross-Selling With a QuickBooks CRM
Upselling and cross-selling are great ways to generate new business from existing customers. Learn how a QuickBooks CRM can help you sell more strategically and increase revenue.
-
The Best Email Campaigns to Keep Customers Coming Back
Email marketing to existing customers builds loyalty and drives repeat business. Here are three email campaigns that all small business owners should be sending.
-
How Method is Getting Ready for GDPR
GDPR has important implications for businesses all around the world. Here’s how we’re preparing to help Method CRM customers stay compliant.
-
Your Top 5 Sales Pipeline Questions, Answered
Method’s Sales Pipeline pack is an excellent way to track your opportunities as it progresses through the pipeline. Here are 5 frequently asked questions.
-
Method’s Outlook Email Gadget is Now Available!!
You do some of your most important work from Outlook, but since all that work is in your inbox, it means double data entry in your CRM so the rest of your team can see everything that’s going on. Enter Method’s Outlook Email Gadget.
-
Closing sales made simple: 5 tips for small business sales reps
Struggling with closing sales? Check out these 5 strategies to make closing the deal easier, plus tips on how a QuickBooks-integrated CRM can help.