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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 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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Difference between a quote and an estimate in QuickBooks: A detailed guide
Understanding the differences between a QuickBooks estimate vs. quote is crucial. This blog breaks down each concept so you always know when to use an estimate and when to send a quote.
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How to convert an estimate to an invoice in QuickBooks
Learn how to convert estimates to invoices in QuickBooks Online in this step-by-step guide. Enhance your billing process and improve cash flow management with simple, effective tips.
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PandaDoc alternatives, competitors, and reviews in 2025
Explore top PandaDoc alternatives to streamline your document management needs. Compare features, pricing, and user reviews to find the perfect solution for your business.
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Best e-invoicing software and how to choose one
Digital invoicing is an effective way to get paid faster and more reliably. Check out this blog for the best e-invoicing software.
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Time and billing software for accountants: Top picks 2025
Time and billing software is necessary for teams to stay organized and for accountants to keep track of what they owe. Read more in this blog.
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Best invoice software for small business in 2025
The best invoice software for small business owners depends on specific needs and objectives. Find out more and your top options in this blog.
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How to delete payments from deposits in QuickBooks
Knowing how to delete payments from deposits in QuickBooks Online or QuickBooks Desktop is an important step to keep your transaction history accurate. Check out this blog for everything you need to know
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How to delete transactions in QuickBooks Online safely
Duplicate or incorrect transactions happen in accounting software. Learn how to delete transactions in QuickBooks Online in this guide.
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How to print checks in QuickBooks Online
Knowing how to print checks in QuickBooks Online is a crucial part of handling everyday business functions. Read this blog to find out more.
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How to record returned checks in QuickBooks Online
Want to learn how to record returned checks in QuickBooks Online as smoothly as a full-time accountant? Look no further than this blog.
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The best cold call script (that actually works)
Cold calling isn’t easy, but it’s a proven way to reach a new audience and generate leads. Check out the best cold call scripts in this blog.
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How to choose the best job scheduling app for trades
Gone are the days of pen and paper for scheduling tasks. Learn how to choose the best job scheduling app for your business.