Small business knowledge hub
Sales, customer experience, and operational insights from the #1 automation tool for QuickBooks and Xero users.
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Featured posts
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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.
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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!)
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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
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How to add a sales commission tracker in QuickBooks
QuickBooks isn’t set up to track commissions, but Method CRM is here to help. Learn how you can save hours with a customized commission calculator.
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3 ways to better manage sales reps in QuickBooks
Are you managing your sales reps efficiently in QuickBooks? Learn how to manage with ease by setting sales goals, automating follow-ups with your team and cutting down order processing time in QuickBooks.
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5 Sales CRM Facts For Every Small Business
Choosing smart sales software that integrates financial data makes customer management easier. Here are 5 CRM facts relevant for your business.
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Is your manufacturing business using the right CRM?
Does your CRM fit your business? Lack of customization and QuickBooks integration may be enough reason to switch your CRM software.
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QuickBooks Desktop Enterprise: 2 Signs Your Sales Team Is Missing Out On Revenue
The better your customer management, the more likely your customers will spend more with your business. Learn how to improve your customer management.
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Your Business Needs Customer Relationship Management — Here’s Why
Accounting software is great for accounting, but there is more to customers than their financial profile. Learn how a CRM can improve customer satisfaction.
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Factors to Consider When Choosing Accounting Software
Virtually all businesses need some form of accounting; if you’re not tracking money in and money out, the likelihood that your business will survive is slim. A software solution simplifies this process by tracking everything in a centralized location. While accounting software doesn’t necessarily make an accountant redundant, choosing the right accounting software helps your…
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Tips from a QuickBooks Connect Veteran. How to make the most of your time at QB Connect 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…
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QuickBooks Desktop 2017…Touchdown!
It’s amazing to see Intuit continuing to support and invest in it’s Desktop product. Here are some new features we can see for QuickBooks Desktop 2017.
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Small Business Tips – Nonprofit Edition
There are many moving parts to running or starting a nonprofit. The following resources give great tips and insight on how to optimize your efforts!
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Method’s Company Culture
No matter how small your business is, it’s important to create a positive work environment. Here are some of the best parts of Method’s company culture.
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Method Retreat 2016
Calling all Method users — you’re invited to our 2016 retreat! Join us in Toronto for customization training, one-on-one time with our employees, and more!