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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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5 Ways to Generate Leads Online for Your Small Business
If your small business is struggling to get leads, here are five concrete tactics to employ to attract qualified leads to our website.
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7 Apps to Organize Your Small Business
By midnight on December 31st I had proudly mastered the art of mojito-making, but during the next morning’s brunch with friends I was challenged to improve my organizational skills for the new year. Apparently, my scatterbrained process of gathering ingredients and forgetting where I keep stuff in my kitchen was more noticeable than I thought. Resolving…
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Conference Travel Tips to Get You There Energized
I love going to industry conferences – meeting up with old friends in a fun city, getting re-energized from inspiring keynotes speeches, and endless learning opportunities. But the early mornings, late nights, action-packed days, and travel time can take a toll! So, if you’re like me and want to feel energized throughout your…
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New Method Enters Beta at QuickBooks Connect
Method is the most customizable CRM for QuickBooks, and we’re making it even better. A faster, sleeker, mobile-friendly Method is coming soon — stay tuned!
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On our Way to San Jose: Method heads to QuickBooks Connect!
As I sit writing this at Method Headquarters, there is a distinct buzz in our office. Between deliveries arriving and the sound of coworkers high-fiving, you can’t help but feel a giddy excitement for next week.In a few days time, a troupe of Methoders will arrive in San Jose to support our Intuit partners at…
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QuickBooks Online or QuickBooks Desktop: Comparison (2025)
Are you starting a new business and are unsure whether to choose QuickBooks Online or Desktop? Dive into our detailed comparison!
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Quit Using QuickBooks as Your Lead Management Software
QuickBooks provides a robust understanding of your small business financials. However, here are reasons why it shouldn’t be used for lead management.
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Create Workplace Harmony with QuickBooks-Integrated Workflows
In this guest post, Method partner Fran Reed explains how a customizable small business CRM helps teams work more efficiently.
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3 Benefits of Switching From Excel to Lead Management Software
If you’re struggling to track sales leads in spreadsheets, it’s time for an upgrade. Here are 3 reasons to switch from Excel to lead management software.
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We’re Cooking Up a Storm at QuickBooks Connect!
We’re excited—okay, really excited—to be going to (and having a Main Street booth at) the inaugural QuickBooks Connect conference this October.There will be awesome keynotes and tailored sessions for both entrepreneurs, small businesses owners, accountants and developers. There will even be a Hackathon – Huzzah! (If you’ve already booked your ticket, don’t forget to let us know you’re going!) And the…
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How a pooper scooper went national with Method
DoodyCalls was finding it hard to run the business from their accounting software. Learn how a customizable QuickBooks CRM helped them simplify and grow.
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Intuit discontinues Salesforce for QuickBooks: Breaking Up is Hard to Do…Or is It?
Intuit may have discontinued support for Salesforce, but that doesn’t mean you can’t have a QuickBooks CRM! Learn why Method CRM may be an even better fit.