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 Multi-Entity Playbook: A Smarter Way to Scale on QuickBooks
Managing a multi-entity business doesn’t have to be complicated. With Method CRM, you can streamline operations, connect key pieces, and bring clarity to every part of your business.
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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.
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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!)
Latest posts
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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!
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How to delete a customer in QuickBooks
If you’re tracking sales leads as QuickBooks “customers”, you know how tricky it is to delete them! Here’s why a QuickBooks CRM is a much better solution.
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How to create a sales receipt in QuickBooks
Sales receipts help your customers keep track of their purchases. Here’s how to create a sales receipt in QuickBooks or in your QuickBooks CRM.
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Method receives FedDev funding
We’re grateful to have received FedDev funding from the Government of Ontario. We look forward to using these funds to better serve our customers!
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Personalized Software for Small Businesses is Within Reach
Small businesses struggle trying to fit into constraining one-size-fits-all software. Method’s personalized solution reflects each SMB’s uniqueness.
